Currency settings
Currency Settings for Invoices
Synup OS allows you to customize the currency for your invoices so they match your preferred billing and client requirements. This ensures your financial documents are accurate and align with your operational regions.
Accessing Currency Settings
Log in to Synup OS and navigate to Settings.
Locate the Currency Settings under the workspace setup menu.
Updating the Currency
Click on the Add Currency button.
Scroll or search for your desired currency using the currency code (e.g., USD, GBP, EUR) or currency name.
Select the preferred currency from the list. You can select multiple currencies at a time.
Click Save Changes to apply the new currency settings.
Setting Default Currency
You can click on the menu next to any currency and make it the default currency.
Default currency will be used as default for any future invoices.
Tips and Best Practices
Choose the currency most relevant to your primary market or business location as the default.
If you work with international clients, confirm currency preferences before sending invoices.
Review currency settings periodically, especially if expanding into new markets.
Related Articles
Payment method settings for invoicing
Payment Method Settings for Invoices Synup OS lets you connect your preferred payment gateway as well as offline payment channels so clients can pay invoices online quickly and securely. Follow these steps to configure your payment gateway settings. ...Invoice reminders & merge field settings
Invoice Reminders & Merge Field Settings Invoice reminders and merge field settings help you streamline invoice follow-ups and personalize communication with your clients. This article walks you through how to configure reminders, add taxes, and use ...How to use custom fields to store client data
How to use custom fields to store client data Custom fields in Synup OS let you store and manage additional information about your clients beyond the standard fields provided in the platform. They are fully customizable, allowing you to capture ...How to bulk import leads
How to bulk import leads Importing leads in bulk saves you time and ensures your sales team has the most updated and complete list of prospects. In Synup OS, you can upload leads via a CSV file and map your data to system fields or custom fields. ...How to create an invoice
How to create an invoice: Regular, Recurring, & Split Invoices Invoices in Synup OS help you bill your clients and get paid on time. You can create, customize, and send invoices directly from your dashboard. Follow these steps to create a new ...