How to Override Currency Per Client

Overview
If you serve clients in different countries, you can override the default company currency at the client level—so each invoice, estimate, and payment uses their local currency.

Step‑by‑Step Instructions

  1. Go to Clients → Customers and open a customer record.

  2. Click the Settings (⚙️) icon or Edit button.

  3. Find the Currency dropdown in their profile.

  4. Select the desired currency (e.g., EUR, GBP, JPY).

  5. Save. All future financial documents for that customer will use their currency.

Tips

Troubleshooting & FAQs