How to convert currency of a Billing Account [Step-by-Step guide]

Modified on Mon, 24 Jun at 5:27 PM

When processing orders, you might need to arbitrarily choose the currency to use when labels are generated.


This is typically needed when your account is natively using a currency but the output is needed in a different one.


NOTE: This feature has to be previously enabled by Techdinamics staff in order to make it available through the Billing Accounts section; if you don't have it turned on, reach Techdinamics Support and request for it.


Feel free to follow the step-by-step guide written below or the video guide, as you prefer:




To configure this feature you will have to:


1. Access Clients under the Maintenance menu


2. Click on the Client related to the order

3. Edit the Billing Account (Carrier) related to the case


4Check the Convert Freight Currency checkbox and select:

  • Source Currency: Account's native currency
  • Target Currency: Destination currency for the conversion

5. Press Save to apply the changes


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