Remind your customer in a foreign currency

Do you have clients who are invoiced in a currency different from your accounting currency? With Clearnox, you can send them reminders in their own currency.

To send reminders in a different currency, you need to make sure that the amounts in currency from your accounting software are synced correctly during the data synchronization process.

To ensure that the amounts in currency are correctly synced in Clearnox, you can view the account statement of your clients in currency mode from the client’s profile. Simply toggle to "In currency."

Here are the steps to send reminders in currency:

1. Create a client profile, for example "USA Clients," and assign this profile to all relevant clients.

2. Create a new scenario using the profile created in the previous step.

3. Adapt the content of the templates linked to the scenario. Use a table tag in currency, for example: %en_accounting_table_5_with_original_currencies% in English.

Click on the link "View the list of tags" to access the available tags.

Tags are available in French, English, Dutch, German and Spanish.

4. Send your reminders and check on the "Follow > Activities" page that the table correctly displays the amounts in currency.