/
Assign a Currency to a Customer

Assign a Currency to a Customer

Aug 26, 2026

 

Companies with the multi-currency option enabled can set up a different currency for each customer. Once enabled, all the transactions made for this customer will display the total in both your company currency and in your customer's currency according to the exchange rate set up at the time of the transaction.

 

Instructions

  1. Go to Setup >> Customers. 

  2.  Click on the Search button to find the customer that you are going to set up the setting for.

  3. Under the Actions column click on "Edit".

  4. The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.

  5. Select the currency for the customer and click on Save.

    Information

    For further information about this process, read Multicurrency for Sales.

Related Articles

Information

This option currently works for Euro, United States Dollar, Chinese Yuan, and South African Rand. Remember to review the shopping car before you place the order!