Exchange Rates
Last updated
Last updated
In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.
By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.
To set the exchange rate for your currencies, please refer to this section: Exchange Rates
If a client attempts to withdraw funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when withdrawing funds.
If you choose not to display the exchange rate to clients, clients will not see the exchange rate when withdrawing funds.
