Katana allows you to sell products in multiple currencies, making it easier to manage international customers and ensure accurate financial tracking. Multi-currency support includes automatic conversion, daily exchange rate updates, and the ability to fix or edit rates when needed.
How multi-currency sales work
Sales orders (SOs) can be created in any currency.
Prices are automatically converted from your base currency to the selected currency.
Exchange rates are updated daily, ensuring open orders always reflect accurate values.
You can fix the conversion rate on an SO to prevent future updates.
You can also edit the rate and date manually if needed.
E-commerce orders in multiple currencies
If you sell online through Shopify or WooCommerce:
Orders are imported into Katana in the currency they were created in on the e-commerce store.
Katana automatically converts those values into your base currency for reporting.
Learn more about how multi-currency works with Shopify or WooCommerce
Creating a sales order in a foreign currency
Click the global + Create button and select + Sales order.
In the order card, change the Currency field to a non-base currency.
Katana automatically converts product prices to the selected currency using the latest exchange rate.
Example: If your base currency is USD and the SO is in EUR, a sales price of $300 will be converted to its EUR equivalent.
The converted total and conversion rate are displayed in the totals section of the order.
Katana updates conversion rates daily, so open orders always stay accurate.
Fixing or editing currency rates
Fixing a rate locks the conversion rate for that SO so it no longer updates daily.
Once fixed, you can manually edit the rate and date.
If you change a customer on an SO to one with a different default currency, Katana will ask if you want to convert the prices to the new currency.
Additional notes
You can manually change the currency field on any SO before it’s locked.
Once fixed, the currency field cannot be changed — only the conversion rate can be edited.
Customer default currencies (if set) will automatically be applied when creating SOs.
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