How to assign a foreign currency to a client

Nutcache allows you to set a currency for a client other than the one defined for your organization. To set and use a client's currency when creating an invoice (or estimate), complete the following procedure:

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1. From the Organization menu, select the Clients tab and click on the desired client.

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2. From the client maintenance file, click on the gear and then click on the Settings tab. Select the appropriate currency for the client.

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The next invoice/estimate that you will create for this client will automatically be displayed with the client's currency.

By default, the currency used when creating invoices/estimates is the one defined at your organization level.

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