How to change currency?
InvoiceQuick allows you to change the currency for your invoices in two different ways. Follow this step-by-step guide to understand both methods:
Method 1: Changing Currency on Already Made Invoices
Go to the Invoices Tab:
- Log in to your InvoiceQuick account and access the dashboard.
- Click on the "Invoices" tab located in the navigation menu.
Edit an Existing Invoice:
- From the list of already made invoices, find the specific invoice for which you want to change the currency.
- Click on the "Edit" option next to the invoice. This will take you to the invoice editing page.
Create an Invoice (if needed):
- If you haven't created any invoices yet, click on the following link to learn how to make one: How to Create an Invoice.
- Once you have an existing invoice or if you have just created one, proceed to the next step.
Change the Currency:
- On the invoice editing page, locate the currency field.
Click on the current currency displayed and select the desired currency from the available options.
Save the Changes:
- After selecting the new currency, review other details if needed.
- Once you are satisfied with the changes, click the "Save" or "Update" button to save the modified currency and any other modifications you made to the invoice.
Method 2: Changing Default Currency in Settings
Go to Settings:
- Click on the "Settings" option, usually located in the top or side menu.
- Access the Invoices Tab in Settings:
- In the Settings section, scroll down until you find the "Currency" option.
- Enter your desired default currency in the provided field.
Save Changes and Proceed with Caution:
- After setting the new default currency, click the "Save Changes" or "Update" button to save the modifications.
- It's important to note that having different currencies on invoices may create issues with your profit and loss statements and reporting. Be cautious when changing the default currency to avoid discrepancies in financial records.
By following these steps, you can easily change the currency for specific invoices or set a new default currency in InvoiceQuick. Remember to exercise caution when using different currencies to maintain accurate financial reporting.