Guide / Invoices and money
Choosing your currency
Pick the currency your rates, budgets and invoices are written in, and why it locks after your first invoice.
Open Account, then Invoices, then Currency. Pick the currency you bill in: US dollar, euro, British pound and several others (those that use two decimals, like cents).
- It changes how amounts are written (the symbol and format) on rates, budgets, invoices, the invoice page your client sees, invoice emails, the year summary and Excel exports.
- It does not convert anything. A rate of 85 stays 85: only the symbol changes. Check your project rates after changing it.
- You can change it until you make your first invoice. After that it is fixed, so an account's invoices, totals, year summary and accounting export are always in one currency.
- Each invoice keeps the currency it was made in.
An invoice PDF shows the code (for example EUR 150.00) for currencies whose symbol its built-in font cannot draw. The invoice page and emails show the symbol.
Billing different clients in different currencies is planned, not built yet.
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