The ability to select the right currency for your documents is a huge improvement, especially for businesses dealing with international clients. This feature eliminates the challenges of handling various currencies and allows you to easily select the currency that matches your client’s location.
Whether you are sending an invoice, estimate, or contract, using the correct currency from the start makes your work more efficient and stress-free.
Primary Benefits #
- Global Flexibility: You no longer have to worry about figuring out exchange rates or manually converting currencies. You can send important documents and contracts in your client’s local currency.
- Effortless Invoicing: When creating a new document, you can easily select the appropriate currency. Whether you are adding a product or service, this option ensures the currency is accurately reflected on the final invoice, estimate, or contract, leaving no room for confusion.
- Enhanced Client Experience: Allowing clients to pay in their preferred currency greatly improves their experience with your business and makes transactions quicker and more convenient.
Accessing the Feature #
To start, head over to the Payments tab on the left-hand side of the navigation menu. From there, go to Documents & Contracts and select All Documents & Contracts from the top navigation bar. If you need to create a new document, click the +New button. You can also choose to edit an existing document if that is what you are working on.
Adding the Product List Element #
Once you are inside the document editor, add the Product List element. This is where you list all the products or services you want to include in your invoices, estimates, or contracts. It is important to add this element first so that the document is well-organized and easy for your client to follow.
Choosing the Currency #
After you have set up your product list, click the Add an Item button within that section. A dropdown menu will appear, giving you a list of currency options to choose from. Select the one that matches your client’s country or preference. This ensures the documents and contracts are in the correct currency, avoiding any potential misunderstandings or errors down the line.
Finalizing the Document #
Once you have added all the necessary items and chosen the correct currency, it is time to finalize your document. Before sending it off, double-check that the currency (like USD$) is correctly displayed. This small step helps maintain clarity for your client and avoids any potential payment delays.
Frequently Asked Questions #
Why does choosing the right currency matter? #
Using the correct currency from the start avoids exchange-rate confusion, lets clients pay in their local currency, and prevents misunderstandings or payment delays.
Where do I select the currency for a document? #
Inside the document editor, add the Product List element, click Add an Item, and choose the currency that matches your client’s country or preference from the dropdown.
Why should I add the Product List element first? #
Adding the Product List element first keeps the document organized and ensures the chosen currency is accurately reflected on the final invoice, estimate, or contract.
What if the currency I need isn’t listed? #
The currency list is updated frequently based on user feedback and global market changes. If you do not see the currency you need, contact the support team for assistance.
Can I change the currency after sending a document? #
No. Once a document has been sent, the currency cannot be altered, which protects the integrity of the transaction. If you sent the wrong currency, create a new document using the correct one.
Does selecting a client’s currency affect how they pay? #
Yes. Sending documents in the client’s preferred currency lets them pay in that currency, making the transaction quicker and more convenient for them.
