How Can I Set Up Contracts, Projects & Invoices In My Clients Local Currency?

Set Up Your Clients Local Currency

When Creating A Proposal, Contract and Project you can change/edit the currency via the project terms > currency drop down

Updating the currency on the Proposal/Contract/Project will update the currency for any invoices related to the Proposal, Contract and Project.

Select the currency field in the project fee section

Select the currency from the drop down list of options and save.

When creating a Invoice you can change/edit the currency via the invoice > options tab top left > invoice settings tab >

Select > Currency > select your currency from the drop down > save

This will only update the currency on the individual invoice.

💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌

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