Billing software for Forex & Currency Exchange

Register as Forex & Currency Exchange and 6 modules switch on by themselves, starting with Currency buy & sell, Customer ledger and Quotations & estimates. Also called currency exchange and forex.

An accountant preparing GST returns on a laptop

Ready for your business on day one

Register, choose Forex & Currency Exchange and how you sell (professional and service provider), and these modules switch on by themselves. You can switch any of them on or off later from Modules on your dashboard.

Made for this business

  • Currency buy & sell

    Currencies with today's rates and notes in hand, buy and sell deals with the customer's ID, margin, a cash memo

  • Customer ledger

    Udhaar and payments for each customer

  • Quotations & estimates

    Send an estimate and convert it into an invoice

  • Receivables & reminders

    Outstanding invoices with payment reminders

What kind of business do you run?

currency exchange

Forex & Currency ExchangeProfessional and Service Provider

Switched on for you 6 of 63 modules
  • Currency buy & sell
  • Customer ledger
  • Quotations & estimates
  • Receivables & reminders
  • Billing & invoices
  • Expenses

Suggested nextRecurring billingMilestone billing

All 6 modules a Forex & Currency Exchange starts with

Besides the ones made for this business, these switch on too, so bills, stock and accounts work together from the first day.

  • Billing & invoices

    Create GST and non-GST invoices, share them and take payment

  • Expenses

    Rent, salaries, freight and other running costs

Suggested next

Switch these on from Modules when you need them.

  • Recurring billing
  • Milestone billing
  • Retainers

Waits for your GST details

These come in once your business profile has your GST registration.

  • GST setup
  • GSTR-1 report
  • GSTR-3B report
A tax invoice beside the list of recent invoices

Bills that are ready to share

A tax invoice with the right GST in a few taps: CGST and SGST within your state, IGST for a customer in another state, worked out from the place of supply.

  • GST bills, and bills without GST when you need them
  • A link your customer can open, print or save as a PDF
  • Payments, dues and reminders for every customer

Also known as

People call this business by many names. Type any of them when you register and you reach the same ready setup.

  • currency exchange
  • forex
  • money changer

Questions about billing for Forex & Currency Exchange

Does ERPSoft work for a Forex & Currency Exchange business?

Yes. Forex & Currency Exchange is one of the business types with a ready setup. When you register as Forex & Currency Exchange, 6 modules switch on by themselves, including Currency buy & sell, Customer ledger and Quotations & estimates.

Can I switch modules on or off later?

Yes. Open Modules on your dashboard to switch any module on or off at any time. For a Forex & Currency Exchange business, Recurring billing, Milestone billing and Retainers are suggested next.

Can I make bills with and without GST?

Yes. A business under regular GST chooses, bill by bill, whether it carries GST. Under the composition scheme every bill is a bill of supply, and without a GST registration your bills carry no tax. GST setup, GSTR-1 report and GSTR-3B report wait until you add your GST details.

Does it work on a mobile phone?

Yes. It runs in the browser on a phone, tablet or computer, with the same account on all of them. There is nothing to install.

What does it cost?

Registering is free, and every plan starts with a 7-day free trial. The plans and their prices are on the Pricing page.