How can I change the currency of the customer?

In order to change the currency for the customer you need to follow the simple steps listed below:

  • From the sidebar, select the customer

  • Click on the name of the customer whose currency you want to change.

  • From the left menu click on update.

  • An updated customer dialog box will open up.

 

  • Click on the currency drop-down list from where you can change the required currency.

Note : If in case the customer will have any invoice or proposal recorded with the old currency then the currency can only be changed after deleting the recorded proposals and invoices.

 

For any query reach out to Clientjoy support at support@clientjoy.io