The CRM sets a default currency based on your location in Business Info. For example, if your business is based in the United States, the default will be USD. If you trade in a different currency, you can update this in a few clicks.
Steps to Change the Currency Type
If you need to operate in a different currency, follow these steps:
Open the Settings menu, select Business Info, and find the General Information section.
Use the Business Currency field to set your new default.
Once you've selected your preferred currency, click Update Information.
Finally, refresh the page to make sure everything updates correctly.
Pro Tips for Managing Multiple Currencies
If you work across multiple currencies, keep these tips in mind:
- The CRM keeps 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 separate product listing for each currency, e.g., "Product A-USD" and "Product A-CAD."
This will help avoid transaction issues and keep everything well-organised.
Troubleshooting and FAQs
Q: What if I forget to log out and log back in after changing the currency?
- A: The currency change won't fully apply until you've logged out and back in again. Make sure you complete this step for your changes to take effect.
Q: Can I charge in both USD and CAD within the same transaction?
- A: Unfortunately, the CRM doesn't support multiple currencies in a single transaction. You'll need to create separate transactions for each currency type.