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Configure currency ​

The default currency is a tenant-wide billing setting. It is used for product prices, new invoices, and revenue statistics.

Configure the setting ​

  1. In the admin application, open Billing Settings.
  2. On the General tab, choose Default currency.
  3. Optionally enter an Invoice prefix. It is stored with each newly generated invoice.
  4. Save the settings.

The supported choices in the current interface are USD, EUR, and GBP.

Important: The currency selector is disabled after the billing settings record has been created. Choose it before creating products or invoices. Existing invoices keep the currency that was captured when they were generated.

Bank-transfer details ​

The Bank Transfer tab can hold your bank name, account-holder name, account and routing numbers, IBAN, SWIFT/BIC, and payment instructions. The additional instructions are displayed on invoice PDFs, so use them for information customers need to pay you.

Next step ​

Create a tax profile before creating billing customers that will receive invoices.