How to Add and Manage Currencies in ChargeBee Settings

In this guide, we will walk you through the steps to add and manage currencies in ChargeBee settings.

Step 1: Access Settings

• In the navigation bar, click on Settings.

Step 2: Configure ChargeBee

• Under Settings, select Configure ChargeBee.

Step 3: Manage Currencies

• In the Configure ChargeBee section, click on Currencies.
• Notice that the base currency is already set to USD. The base currency is your default currency and will be used as your reporting currency.
• All the currencies that you set will be equated to one value of the base currency.

Step 4: Add a New Currency

• Click on Plus Add Currency to add a new currency.
• In the modal, choose the currency you want to add.
• Next, set the exchange rate:
• If you select I'll set the exchange rate myself, then enter the exchange rate. This rate will be used to convert the values of future invoices and transactions. Every time the exchange rate changes, you will have to manually change it here.
• If you select the second option, then ChargeBee will update the exchange rate automatically. ChargeBee will also display the current rate in the last updated date before you add the currency.
• In the modal, click on Add Currency to finalize adding the currency.

Step 5: Manage Currency Settings

• You can edit this setting anytime by clicking Manage.

Thank you for watching this video.