Skip to main content

Converting Currency  

This document explains how to change or convert the currency for a given event or inventory item within the system

Brenda Raquel Cortez avatar
Written by Brenda Raquel Cortez
Updated over 2 weeks ago
  1. Locate the event or item whose currency you wish to convert.

    • Use filters (venue, date range, inventory ID) if needed to find it quickly.

  2. Go to the far right and hit the ellipsis icon, and click View Purchase.

3. Click Convert Currency.

4.In the conversion dialog that appears:

  • Select the Target Currency (for example, from USD to EUR).

  • Enter or confirm the Exchange Rate that will be applied.

  • Choose how to handle rounding or decimals if required.

  • Click Apply (or Convert) to execute the change.

5. Select ‘Today’ or ‘Purchase Date’ as Conversion Rate Date. Indy will automatically pull the conversion rate and no need to input it manually.

Then click Convert Currency.

Did this answer your question?