Client and Freelancer Currencies

When you add new Client or Freelance Expert to your database, you define the Currency of this Client or Freelance Expert.

Remember that all the prices, quotes, invoices and payments related to the Client/Freelancer will be recorded in the currency you defined. That is why it is important to define the Client/Freelancer Currency before entering any financial records.

Note: If you encounter a rare case when your transactions with particular Client/Freelance Expert involve more than one currency, you can create two separate Client/Freelancer records (for instance, if Client/Expert Name is Alpha, you can create Alpha-USD record with Client/Expert Currency: USD and Alpha-EUR record with Client/Expert Currency: EUR). This way this Client/Expert will have two separate accounts in your database, one for each Currency.

On Main page of Clients/Freelancers window, you may change the currency of your Client/Freelance Expert by clicking Client Currency/Expert Currency button:

It makes sense to modify the Client/Expert Currency only before first financial record for this Client/Expert has been recorded (Price, Quote, Job, Invoice or Payment). However, in rare case when you have been entering the data meaning another currency, you can still change the Сurrency to the right one, after answering Yes to program warning.

See Also: Client window > Main page > Client Profile

See Also: Freelance Experts