Create, edit and delete a currency

Overview

If you have a pricing plan with multi-currency, you can add a foreign currency in PlanMill.

PlanMill Multi-currency is an add-on that can be ordered via sales@planmill.com.

Create a new currency

1. Go to Administration > Currencies.
2. Click New Currency.
3. Type in Symbol, ISO code and Format.
   • To use a specific currency symbol with the currency enter the symbol (e.g. €). Otherwise enter the 3 letter ISO code in the Symbol field.
   • If you want to change the default format, read more about currency format.

4. Add other necessary information.

   Note: Select Default to Yes only if you want this to be the default currency in PlanMill. The default currency is the currency which all other currencies are rated against.

5. Click Save.

Important: Do not change the default base currency once there are real sales orders, invoices etc. It will make the system show all invoices and sales orders wrong.

Edit a currency

1. Go to Administration > Currencies.
2. Edit a currency either by:
   • Click on the currency and in the summary view click Edit or
   • Click the pencil icon of the currency you want to edit.
3. After you have done the changes, click Save.

Delete a currency

1. Go to Administration > Currencies.
2. Click on the checkbox of the currency you want to delete and click Delete.