Selling in Multiple Currencies with WHMCS for cPanel and Plesk Resellers

Introduction

WHMCS (Web Host Manager Complete Solution) provides robust support for multiple currencies, allowing resellers to cater to a global clientele. This guide will walk you through the steps to configure and manage multiple currencies in WHMCS effectively.

Prerequisites

• Active WHMCS License.
• Access to your WHMCS Admin Area.
• Familiarity with basic web hosting terminology.

Steps to Configure Multiple Currencies in WHMCS

1. Access Currency Settings

1. Log in to your WHMCS Admin Area.
2. Navigate to Configuration > System Settings > Currencies.
3. You will see a list of currently configured currencies.

2. Set Default Currency

The default currency for new WHMCS installations is USD. If you haven't processed any transactions, you can change the default currency:

1. Go to Configuration > Setup Wizard.
2. Select your desired currency from the list.

3. Add a New Currency

1. In the Currencies section, find the Add Additional Currency form.
2. Enter the following details:
   • Currency Code: Enter the ISO-4217 three-letter code (e.g., EUR for Euro).
   • Prefix: Specify a symbol to display before the amount (e.g., €).
   • Suffix: Specify a symbol to display after the amount if needed.
   • Format: Choose a format to display the currency (e.g., 1,234.56).
   • Base Conv. Rate: Set the base conversion rate for this currency (e.g., if 1 USD = 0.85 EUR, enter 1.1765).
3. Click Add Currency.

4. Edit Existing Currency

1. Click the Edit icon next to the currency you wish to modify.
2. Make the necessary changes and click Save Changes.
3. If you updated the conversion rate, select Update Pricing to recalculate prices based on the new rate.

5. Configure Exchange Rates

WHMCS retrieves exchange rates using the ECB API. You can update these rates automatically:

1. In the Currencies section, click Update Exchange Rates to refresh the rates manually.
2. To automate updates, go to Configuration > System Settings > Automation Settings and configure daily updates.

6. Updating Product Prices

To reflect the new currency rates in your product pricing:

1. Click Update Product Prices in the Currencies section to adjust prices based on the current conversion rates.
2. To automate this, configure it to run after daily rate updates in Automation Settings.

7. Linking to Order Forms with Specific Currencies

You can direct users to your order form with a specific currency by appending the currency ID to the URL:

cart.php?currency=1

Replace 1 with the appropriate currency ID as necessary.

Gotchas to Avoid

• Ensure you have set the base conversion rate for each currency added to avoid pricing issues.
• Regularly check and update currency exchange rates to reflect accurate pricing.
• Be cautious with the currency format; non-decimal currencies require specific formatting (e.g., 1.234).
• Monitor sales and invoices to ensure proper currency handling during transactions.