Steps to Change the Default Currency

Understanding the Default Currency Setting #

Your CRM assigns a default currency automatically, based on the location in your Business Info. For instance, if you’re operating out of the United States, the default currency will be set to USD. This setup is useful for many users, but if you need to conduct transactions in another currency, you can easily adjust this setting to fit your needs.

Steps to Change the Currency Type #

If your business needs to operate in a different currency, follow these steps:

Start by opening the Settings menu, then select Business Info. Here, look for the Country dropdown in the Business Physical Address section. Choose the country that corresponds with the currency you want, and hit Update to save the change. 

Finally, log out and back into the CRM to ensure everything updates correctly.

Pro Tips for Managing Multiple Currencies #

If you’re dealing with multiple currencies, keep the following tips in mind to avoid confusion and ensure smooth transactions:

1. Remember that the CRM maintains the original currency for a product, even if you later update your country settings.
2. You can’t mix currencies within a single transaction. If you try, you’ll see an error message.
3. To manage products across different currencies, create a distinct product listing for each currency, e.g., “Product A-USD” and “Product A-CAD.”

 This setup will help avoid transaction issues and keep everything well-organized.

Troubleshooting and FAQs #

Q: What if I forget to log out and log back in after changing the currency?

• A: The currency change won’t update fully until you log back in. Make sure to do this step to ensure your changes take effect.

Q: Can I charge in both USD and CAD within the same transaction?

• A: Unfortunately, the CRM doesn’t support multiple currencies in one transaction. You’ll need to create separate transactions for each currency type.

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