Set a default currency for each customer to facilitate seamless transactions and accurate financial tracking in multiple currencies. By defining a default currency, you ensure that sales and financial documents are automatically processed in the preferred currency of the customer.
Assign a default currency for your customers is especially useful when selling to international customers and making sure your default sales price is always converted to the most recent currency rate.
Adding a default currency for customers
Navigate to Contacts screen > Customers table.
Choose the currency in the Currency field of a customer, and this will be the default for that customer.
If you added a foreign currency to customers, you can start selling in multiple currencies.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]