💱 Set Default Currency & Language
The Set Default Currency page allows users to choose a preferred currency format that will automatically apply to all invoices, purchase orders, and quotes generated from the platform. This is especially useful for businesses dealing in a specific currency, ensuring consistency and accuracy across all documents.
🔄 Workflow Steps to set default currency:
Navigate to the "Set Default Currency & Language" tab in the Settings panel.
You'll see a dropdown or input field to select your preferred currency symbol or code (e.g., $, ₹, €, £, etc.).
After selecting the desired currency:
The platform will save this as the default setting.
All monetary fields across invoices and related documents will now reflect this currency.
On the change of dropdown, it been automatically set.
🔄 Workflow Steps to set default language:
Navigate to the "Set Default Currency & Language" tab in the Settings panel.
You'll see a dropdown or input field to select your preferred language (e.g., Hindi, English, Arabic, etc.).
After selecting the desired currency:
The platform will save this as the default setting.
All text across invoices and related documents will now reflect this language.
On the change of the dropdown, it has been automatically set.
✅ Benefits:
Avoids manual currency input every time you generate a document.
Ensures uniformity across all billing-related records.
Reduces the chances of currency mismatch errors during client transactions.
Last updated