Currency and language is set on a per-client basis so that you’re able to choose what your clients view on their estimates, invoices, and proposals from you. The currency and language can also be updated on any existing invoice, which will also become the new default currency and/or language for that client moving forward.
To choose your client’s currency and language, use these steps:
- Go to either:
- The Clients section, then hover over a client and select the pencil icon
- The Invoices section, then hover over an invoice and select the pencil icon
- The Estimates section, then hover over an estimate or proposal and select the pencil icon
- Ensure a client is already selected
- Under Client / Invoice / Estimate / Proposal Settings, select Currency and Language
- In either the Language and/or Currency fields, choose a new language and/or currency
- Then select the Done button
- Next, select Save / Send To... to finish and apply the changes.
If the changes are made on a client's profile, this applies to new estimates, invoices, and proposals moving forward. If the changes are made while editing an existing estimate, invoice, or proposal, the changes are applied to that specific estimate/invoice/proposal as well as all new estimates, invoices, and proposals moving forward.
Client Currency and Language Notes:
-
Currency - For a complete list of currencies available, edit any existing client profile
- Your most used currencies will appear at the top of the list
- The default currency is based on your business' base currency
-
Language - The top three most used languages will appear at the top of the list, the available language options are:
- English
- Croatian
- Danish
- Dutch
- Estonian
- French
- German
- Greek
- Italian
- Norwegian
- Portuguese
- Romanian
- Russian
- Spanish
- Spanish (Latin America)
- Swedish
