Enabling Multi-currency Support
Multi-currency is a licensed add-on. Once it's active you choose your operating currencies in the portal and agents pick at the point of payment.
Enabling Multi-Currency Support in Paytia's Agent Capture Assist
Introduction to Multi-Currency Support Paytia's Agent Capture Assist enables businesses to accept payments in multiple currencies, providing flexibility and convenience for international transactions. This feature requires an additional license that can be activated through your Paytia account portal.
Steps to Enable and Configure Multi-Currency Support
1. Login to the Paytia Portal
- Access the portal via the following URL: Paytia Portal Login.
- Use your administrator credentials to log in.
2. Navigate to Operating Currency
- From the left-hand menu, select Manage Payments.
- Click Operating Currency from the sub-menu.
Note: By default, your account is set up with the currency matching your sales package, e.g., GBP for UK accounts.
3. View and Manage Existing Currencies
- The default currency for your account will be pre-loaded and set as the default.
- To add new currencies, click the + Add button.
4. Add a New Currency
- A pop-up will appear for adding a currency.
- Select the desired currency from the dropdown list.
- Use the auto-type function or scroll through the list to locate your preferred currency.
- Example: Select USD (United States) from the dropdown.
- Click the Save button to add the currency.
5. Set a Default Currency
- After adding a new currency, it will appear in the list.
- To set the new currency as the default for payment processing:
- Use the Set Default slider next to the currency. Slide it to the right until it turns green.
- Confirm the change in the pop-up prompt by clicking Yes, please.
- The selected currency will now be the default choice for your users.
Important Notes:
- Auto-Typing for Selection: Use the auto-typing feature to quickly locate currencies in the dropdown.
- Country and Currency Defaults: The default setup is based on the region and currency associated with your initial package.
- License Activation: Ensure that the multi-currency license is active in your account. If unavailable, contact Paytia Support to enable this feature.
By following these steps, you can seamlessly manage and utilize multiple currencies for transactions within Paytia's Agent Capture Assist platform, enhancing your global business capabilities. For further assistance, contact Paytia Support.
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