Customer Settings: Set the Display Currency for Each Customer

This help document is for in-house users and rep users.

This help document covers how to set the display currency for customers. This is different than the portal-wide currency display set in Company Configurations. Click here to see how to set a portal-wide currency.

Please note:

This setting only sets which currency symbol is used for customer and does not involve any currency conversions or calculations.
The display currency set at the customer level will only appear on the customer's order entry page, quotes, orders, order confirmations, invoices, customer dashboard and customer insights graphs (customer details page), as well as the customer items tab.

How to Set Up the Customer Display Currency

Go to the Customers tab, and drill down into the customer by clicking on their name or the eye icon.

On the customer details page, click on Customer Settings.

Go to the 'Currency Display Settings' tab in Customer Settings.

There, you can select the display currency that will appear on this customer's order entry page, quotes, orders, order confirmations, invoices, customer dashboard and customer insights graphs, as well as items tab.

Click 'Save Settings' to save your selected display currency.