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Setting your account currency

account-and-billinginvoicing
Setting your account currency

Money on a quote should read in the currency you charge in, and it should read that way for everyone who opens the document, whether they are sat in London, Sydney, or Singapore. 1pm has one account-wide currency setting that fixes this. Set it once and every price across the app and every figure on a document you send shows in that currency, no matter where the person looking at it happens to be.

This article covers where to set your currency, what it changes, and the one thing it deliberately does not do.

Where to set it

Your currency lives on the Tax and invoicing page, reached from your account and billing settings. In the Invoice defaults card there is a Currency field. Pick the currency you charge in from the list, and save.

Each option shows the currency code alongside a small live sample, so GBP (£0.00) and JPY (¥0) make it obvious at a glance what the symbol and the decimals will look like. The setting takes effect immediately.

What it changes

The currency is treated as a property of you, the venue or business issuing the document, not of the person reading it. That is the important shift. It means an Australian venue's invoice shows Australian dollars to a client whose browser is set to the United Kingdom, rather than quietly relabelling the total with a pound sign.

Once set, your chosen currency shows on:

  • Every client-facing document, quotes, invoices, confirmations, and proposals, including the copy your client opens in their own browser.
  • Everywhere money appears inside 1pm, event pricing, the billing screens, the home pipeline figures, calendar value chips, menus and recipe costs, and your reports.
  • The money in the emails 1pm sends, such as payment received and payment reminder notices.

Dates are the exception, and stay local. Only money is fixed to your account currency. Dates still show in the format familiar to whoever is reading, because a date reads clearly either way, whereas a currency symbol changes the meaning of a number.

The currencies you can choose

1pm offers a fixed set of seventeen currencies, listed with the core markets first: US dollar, Australian dollar, British pound, euro, Canadian dollar, New Zealand dollar, Singapore dollar, Hong Kong dollar, Japanese yen, Chinese yuan, Indian rupee, South African rand, UAE dirham, Swiss franc, Swedish krona, Norwegian krone, and Danish krone.

The number of decimal places follows the currency. Most show two, so a thousand reads as 1,000.00. The Japanese yen has none, so the same amount reads as a whole ¥1,000.

One important thing it does not do

Changing your currency relabels amounts, it does not convert them. If you switch from US dollars to British pounds, a figure of $1,000 becomes £1,000. The number is untouched. 1pm is not running a foreign-exchange conversion, it is simply showing the same stored figures with a different symbol and decimal style.

So set your currency to the one you actually charge in, ideally before you start pricing work, and treat a later change as a relabel rather than a way to re-price your catalogue. There is one currency per account and no per-document or per-client override, which is deliberate: one currency, applied consistently, is what keeps every document you send unambiguous.

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