Being able to select the right currency for your documents is a significant improvement, particularly for businesses working with international clients. This feature removes the hassle of handling multiple currencies and lets you easily pick the one that matches your client's location.

Whether you're sending an invoice, estimate, or a contract, using the correct currency from the outset makes the whole process more efficient and straightforward.

Primary Benefits

  • Global Flexibility: You no longer need to worry about exchange rates or manually converting currencies. You can now 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're 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. It makes transactions quicker and more convenient.

To get the most out of this feature, follow the steps below.

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 then select All Documents & Contracts from the top navigation bar.

If you need to create a new document, simply click the +New button. You can also choose to edit an existing document if that's what you're working on.

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Adding the Product List Element

Once you're inside the document editor, you'll need to add the Product List element. This is where you'll list all the products or services you want to include in your invoices, estimates, or contracts.

It's worth adding this element first so the document is well-organised and easy for your client to follow.

Choosing the Currency

After you've set up your product list, click on 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.

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Finalising the Document

Once you've added all the necessary items and chosen the correct currency, it's time to finalise your document. Before sending it off, double-check that the currency (like USD$) is correctly displayed.

This small step keeps things clear for your client and avoids any potential payment delays.

Troubleshooting and FAQs

Q: What if the currency I need isn't listed?

  • A: The CRM regularly updates its currency list based on user feedback and changes in global markets. If you don't see the currency you need, you can reach out to our support team and they'll help you find a solution.

Q: Can I change the currency after sending the document?

  • A: No, once a document has been sent, the currency cannot be altered. This protects the integrity of the transaction. If you've sent a document with the wrong currency, the best course of action is to create a new document using the correct currency.