You can set a default currency for your agency or individual projects, and manually adjust the currency for each event or invoice when needed. This ensures that every financial detail reflects the right context, whether you're working internationally or handling specific agreements.
Table of Contents
1. Set Default Currency for Your Agency
2. Set Default Currency for a Project
3. Adjust the Currency for an Event
4. Adjust the Currency on an Invoice
1. Set Default Currency for Your Agency
Go to Office.
Click Agency Information in the left menu.
Scroll down to the Standard Info.
Choose the appropriate currency under Currency.
This setting applies to all newly created projects, events, and invoices—unless a different currency is selected at a more specific level.
2. Set Default Currency for a Project
Go to Office.
Click on the Project Title.
Open the Preferences tab.
Select the preferred currency under Currency.
This setting will apply to all events and invoices created within this project unless changed at the event or invoice level.
3. Adjust the Currency for an Event
Open the relevant Event.
Go to Deal Tab.
Choose the desired currency for that event.
The selected currency will be used for any contracts and invoices created from this event.
4. Adjust the Currency on an Invoice
You can also set the currency manually within an individual invoice:
Open the invoice.
Scroll down to the Currency field.
Choose the appropriate currency from the dropdown.
This allows for exceptions on a per-invoice basis, even if the agency, project, or event has a different default.