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 conduct transactions in a different 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 and locate the General Information section.
• Use the Business Currency field to set your new default.
• Once you’ve clicked on your desired currency, click Update Information.
• Finally, refresh the page 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:

• Remember that the CRM maintains the original currency for a product, even if you later update your country settings.
• You can’t mix currencies within a single transaction. If you try, you’ll see an error message.
• 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.

Frequently Asked Questions #

How is my default currency initially set? #

The CRM assigns a default currency automatically based on the location in your Business Info. For example, a business operating in the United States will default to USD.

Where do I change the default currency? #

Open the Settings menu, select Business Info, locate the General Information section, and use the Business Currency field to choose your new default. Then click Update Information.

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

The currency change won’t update fully until you log back in. Be sure to complete this step so your changes take effect.

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

No. The CRM doesn’t support multiple currencies in one transaction. You’ll need to create separate transactions for each currency type.

What happens to a product’s currency if I change my country settings later? #

The CRM maintains the original currency for a product even if you update your country settings afterward.

How should I sell the same product in multiple currencies? #

Create a distinct product listing for each currency, such as “Product A-USD” and “Product A-CAD,” to keep transactions organized and error-free.