Operate allows you to choose a fixed exchange rate that applies to specific customers. If you have agreed on such a rate with your customer, you can configure it under Settings > General > Organizations > Account Fixed Exchange Rate.

All you need to do to set this up is: 

  • Choose the customer account to which the fixed exchange rate is applied.

  • Select the currency code in relation to which the exchange is being done.

  • Select a Start and End Date between which the fixed exchange rate is being applied.

  • Add the exchange rate.  

Make sure to click Save to apply your changes.

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