Set a default foreign currency for a contact

If you have a Business pricing plan with multi-currency, add a default foreign currency to your contact's details to apply to transactions with them.

How it works

  • The contact's default foreign currency is applied to any new invoices, bills, quotes, or purchase orders you create for them.
  • You can override the default foreign currency on individual transactions.
  • You can't import or export the default foreign currency for your contacts.

    A default currency is also set automatically when a contact is invoiced or billed for the first time in another currency.

Set a default currency for a contact

  1. In the Contacts menu, select All Contacts.
  2. Click the name of the contact you want.
  3. Click Edit.
  4. Under Financial Details, in the Currency field:
    • If the currency you want is listed, select it.
    • If the currency isn't listed, click Add Currency, select the currency you want then click Add Currency.
  5. Click Save.