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How Do I Set Up My Default Currency Settings?
How Do I Set Up My Default Currency Settings?
πŸ‘Š How To Set Up Your Businesses Local/Base Currency Settings Like a Champion πŸ‘Š
Francesca avatar
Written by Francesca
Updated over a week ago

Default Currency

To set up your default currency settings select > Profile Picture

Select > settings

Select > Business > Currency Settings

Select your default currency > update

πŸ• Tips: πŸ•

  • You can update your default currency settings at any time by following the above steps. This will update moving forward.

  • You can set up currency settings individually on contracts, projects and invoices view more below.

  • Note: This will not be the default currency for client-facing items like Invoices, but rather the currency for your account reports. Set Invoice currency by heading to Settings > Invoicing.

How Can I Set Up Contracts, Projects & Invoices In My Clients Local Currency?

Set Up Your Clients Local Currency in your Proposals, Contracts & Projects:

When Creating A Proposal, Contract and Project you can change/edit the currency via the page labeled "set-up" > top right side is the currency drop down menu. This is in the "edit project" menu for projects or the "revise" option for draft/sent proposals.

  • Select the currency field in the project fee section

  • Select the currency from the drop down list of options and save.

  • Updating the currency on the Proposal/Contract/Project will update the currency for any invoices related to the Proposal, Contract and Project.

Change Currency On An Invoice

  • When creating a Invoice you can change/edit the currency via the invoice > options tab top left > invoice settings tab >

  • Select > Currency > select your currency from the drop down > save

  • This will only update the currency on the individual invoice.

πŸ’Œ Please reach out to your friendly Customer Experience Specialists via Support Tab should you have any questions or concerns. πŸ’Œ

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