How do I handle invoicing for clients in different countries with multiple currencies?

Your invoicing workflows involving multiple currencies start with your own internal documents. In Chatref, you upload PDFs, URLs, or plain text that define:

• Supported currencies and where they apply
• Conversion formulas or fixed-rate tables you use
• Invoice templates by region
• Local tax and compliance rules per country

The agent retrieves answers strictly from these files, never guessing. When a client asks “Can I pay in euros?” or “How is my invoice converted from USD?”, the response matches your actual policy.

Clients in different countries often prefer support in their own language. Chatref’s multilingual capability (up to 11 languages) lets the same trained agent respond to the same knowledge base content in the client's chosen language. You do not need to maintain separate content per region - one set of documents is enough, and the agent automatically delivers answers in the language selected by the widget or detected from the query.

This is ideal for financial teams that serve clients across continents and want to avoid misinterpretation of currency details.

When clients ask “What exchange rate do you use for my invoice?”, the bot will cite the exact rate or calculation method you have documented. There is no live currency feed inside Chatref. Instead, you maintain authoritative rate tables, update them when needed, and the agent will always reflect your latest published values - no drift, no surprises.

This gives your support team full control while clients receive fast, predictable answers.

How do I set up multiple currencies?

You set up multiple-currency support by uploading your organization's currency policy documentation to a Chatref agent. That includes the list of accepted currencies, any country-specific rules, and how amounts are converted. The agent reads only these files, so every answer about currencies reflects your business logic, not an external source.

What are the exchange rates used?

The exchange rates used are those defined in the documents you uploaded - for example, a fixed internal rate, a daily reference like ECB or central bank rates you update periodically, or a formula. Chatref does not generate live rates. You control the content, and the agent answers based on the most current version you have provided.

Can I invoice in local currencies for clients?

Yes. If your invoicing process allows local-currency billing, simply document that policy (which currencies, conditions, fees) and add it to your knowledge base. The agent will then inform clients whether local-currency invoicing is supported for their country, drawing directly from your rules. Combined with multilingual support, clients can receive that answer in their preferred language.