Payment Settings

This setting determines how amounts are displayed and processed throughout the platform.

Currency Considerations

When selecting your default currency:

• Choose the currency you primarily do business in.
• This affects how amounts are displayed in reports and dashboards.
• Individual transactions can still be processed in different currencies.
• Currency conversion rates apply when processing non-default currencies.

Available Currencies

Access Payment Settings

Setting your default currency ensures that transaction amounts are displayed correctly in reports and dashboards.

To access the Payment Settings page from the Settings dashboard:

1. Click Settings in the left navigation menu.
2. Click the Payments card in the Account Management section.

Set Your Default Currency

To configure your default currency for displaying amounts in reports and dashboards:

1. Click Settings.
2. In the Account Management section, click Payments.
3. Click the Default currency drop-down menu.
4. Choose your default currency from the list:
   • USD - United States Dollar
   • CAD - Canadian Dollar
5. Click Save. A confirmation message opens.