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Setting the default currency for customers
Setting the default currency for customers

Set a customer's default currency to streamline transactions and ensure accurate multi-currency financial records.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

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

  1. Navigate to Contacts screen > Customers table.

  2. Choose the currency in the Currency field of a customer, and this will be the default for that customer.

    Changing default customer currency from the contacts screen

    If you added a foreign currency to customers, you can start selling in multiple currencies.

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