Currency help index
All Britixo help articles related to currency.
Britixo CRM workspace overview
Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started
Open guide →GuideUnderstand roles, permissions and visible menus
Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.Getting started
Open guide →GuideUse global search to find CRM records
Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started
Open guide →GuideCreate and manage reminders
Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation
Open guide →GuideUse bulk PDF export
Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation
Open guide →GuideCreate a customer
Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts
Open guide →GuideEdit customer profile and account information
Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts
Open guide →GuideAdd and manage customer contacts
Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts
Open guide →GuideConfigure customer contact permissions
Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts
Open guide →GuideManage customer billing and shipping addresses
Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts
Open guide →GuideUse customer groups
Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts
Open guide →GuideAssign staff members to customers
Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts
Open guide →GuideUpload and share customer files
Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts
Open guide →GuideAdd notes and reminders to a customer
Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts
Open guide →GuideImport customers and contacts
Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts
Open guide →GuideDeactivate or delete a customer safely
Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.Customers and contacts
Open guide →GuideConvert a lead to a customer
Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline
Open guide →GuideCreate a proposal
Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests
Open guide →GuideEdit proposal content and items
Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests
Open guide →GuideSend a proposal by email
Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests
Open guide →GuideTrack proposal status and acceptance
Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests
Open guide →GuideConvert a proposal to an estimate or invoice
Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests
Open guide →GuideCreate an estimate
Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests
Open guide →GuideSend and manage an estimate
Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests
Open guide →GuideConvert an estimate to an invoice
Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests
Open guide →GuideUse estimate pipeline view
Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests
Open guide →GuideReceive and manage estimate requests
Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests
Open guide →GuideCreate an estimate request form
Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests
Open guide →GuideConfigure estimate request statuses
Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests
Open guide →GuideCreate an invoice
Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes
Open guide →GuideEdit a draft invoice
Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes
Open guide →GuideSend an invoice to a customer
Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes
Open guide →GuideUnderstand recurring invoice generation
Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes
Open guide →GuideRecord an invoice payment
Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes
Open guide →GuideRecord a batch payment
Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes
Open guide →GuidePause and resume overdue reminders
Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes
Open guide →GuideCreate a credit note
Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes
Open guide →GuideCreate a credit note from an invoice
Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes
Open guide →GuideApply credit to an invoice
Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes
Open guide →GuideRecord and manage a credit note refund
Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes
Open guide →GuideExport invoices and sales PDFs
Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes
Open guide →GuideUnderstand subscriptions in Britixo CRM
Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue
Open guide →GuideCreate a customer subscription
Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue
Open guide →GuideEdit and synchronise a subscription
Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue
Open guide →GuideSend a subscription link by email
Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.Subscriptions and recurring revenue
Open guide →GuideCancel or resume a subscription
Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue
Open guide →GuideConfigure online payment gateways
Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue
Open guide →GuideTroubleshoot subscription and webhook updates
Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue
Open guide →GuideCreate an expense
Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup
Open guide →GuideAttach a receipt to an expense
Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup
Open guide →GuideCreate a recurring expense
Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup
Open guide →GuideConvert a billable expense to an invoice
Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup
Open guide →GuideImport expenses
Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup
Open guide →GuideConfigure expense categories
Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup
Open guide →GuideCreate products and services
Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup
Open guide →GuideImport and organise invoice items
Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup
Open guide →GuideConfigure currencies and base currency
Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup
Open guide →GuideConfigure payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup
Open guide →GuideCreate a project
Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking
Open guide →GuideRecord project expenses
Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking
Open guide →GuideCreate billable task time on an invoice
Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking
Open guide →GuideCreate a support ticket
Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base
Open guide →GuidePublish or hide knowledge base content
Publish or hide knowledge base contentControl whether an article is available to customers and public visitors.Support and knowledge base
Open guide →GuideReview knowledge base performance
Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base
Open guide →GuideCreate a contract
Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents
Open guide →GuideManage contract comments, notes and attachments
Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents
Open guide →GuideSchedule an invoice email
Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications
Open guide →GuideSchedule an estimate email
Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications
Open guide →GuideUse sales reports
Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys
Open guide →GuideUse expenses and income reports
Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys
Open guide →GuideUse customer reports
Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys
Open guide →GuideUse lead reports
Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys
Open guide →GuideUse timesheet reports
Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys
Open guide →GuideCreate and manage goals
Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys
Open guide →GuideCreate a survey
Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys
Open guide →GuideSend a survey and manage mailing lists
Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys
Open guide →GuideReview survey results
Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys
Open guide →GuideHelp a client view and pay invoices
Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal
Open guide →GuideHelp a client review estimates and proposals
Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal
Open guide →GuideTroubleshoot missing client portal sections
Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal
Open guide →GuideExport CRM data
Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security
Open guide →GuideReview the activity log
Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security
Open guide →GuideManage spam filters and blocked senders
Manage spam filters and blocked sendersReduce unwanted support traffic while avoiding over-broad rules that block valid customers.Data, privacy and security
Open guide →GuideConfigure general system settings
Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation
Open guide →GuideGenerate and export an e-invoice
Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations
Open guide →GuideAccounting & Bookkeeping module overview
Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping
Open guide →GuideUnderstand double-entry accounting in Britixo
Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping
Open guide →GuideComplete the Accounting setup checklist
Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping
Open guide →GuideConfigure general Accounting settings
Configure general Accounting settingsSet the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.Accounting & Bookkeeping
Open guide →GuideCreate and edit a Chart of Accounts account
Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping
Open guide →GuideUse account registers
Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping
Open guide →GuideConfigure sales invoice account mappings
Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping
Open guide →GuideAccounting transaction centre overview
Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping
Open guide →GuideConvert sales invoices to Accounting
Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping
Open guide →GuideTroubleshoot unconverted or incorrectly mapped transactions
Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping
Open guide →GuideBanking workspace overview
Banking workspace overviewManage bank accounts, connected or imported feeds, posted transactions, matching and bank reconciliation from one permission-aware area.Accounting & Bookkeeping
Open guide →GuideCreate and manage an Accounting bank account
Create and manage an Accounting bank accountAdd the bank or cash account used by feeds, registers, checks, transfers and reconciliation.Accounting & Bookkeeping
Open guide →GuideConfigure Plaid bank-feed settings
Configure Plaid bank-feed settingsSet the environment and connection values used by the optional Plaid integration before connecting bank accounts.Accounting & Bookkeeping
Open guide →GuideConnect and sync a bank feed
Connect and sync a bank feedConnect an Accounting bank account to Plaid and retrieve eligible external bank transactions into the feed review queue.Accounting & Bookkeeping
Open guide →GuideCreate a bank transfer
Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping
Open guide →GuideCreate and edit a supplier bill
Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping
Open guide →GuideConfigure Accounting currency rates
Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping
Open guide →GuideRetrieve online currency rates and review logs
Retrieve online currency rates and review logsFetch available exchange rates from the configured online source and audit the retrieval results before use.Accounting & Bookkeeping
Open guide →GuideModify income statement presentation
Modify income statement presentationCreate controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.Accounting & Bookkeeping
Open guide →GuideReset Accounting configuration or data safely
Reset Accounting configuration or data safelyUnderstand the module's reset actions and use them only in an authorised recovery or pre-production process.Accounting & Bookkeeping
Open guide →GuideRemove invalid or wrongly mapped Accounting entries
Remove invalid or wrongly mapped Accounting entriesUse the module's maintenance actions only after identifying the exact invalid record or mapping problem and protecting audit history.Accounting & Bookkeeping
Open guide →GuideUse Balance Sheet reports
Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping
Open guide →GuideExport, print and filter Accounting reports
Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping
Open guide →GuideConfigure appointment invoice and tax settings
Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling
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