Understanding Currencies in ClearCRM
ClearCRM allows you to record all financial transactions—such as invoices, estimates, expenses, and proposals—in your preferred base currency.
By default, all new accounts start with a single base currency, which is used for every transaction unless you’ve assigned a specific currency to a customer.
💡 You can view or manage currencies anytime by navigating to Setup → Finance → Currencies.
Base Currency Rules
The base currency is used by default across all financial sections.
Once a transaction (invoice, estimate, etc.) is recorded, you can’t change the base currency.
You can mark any currency as the base by clicking the star icon next to it on the currency list.
Using Different Currencies for Customers
If you need to record transactions in another currency, you’ll need to assign a specific currency to the customer.
Here’s how:
Go to Customers.
Open the customer profile.
Set the Currency field to the preferred value.
Click Save.
Once this is done:
All new transactions (invoices, proposals, etc.) for that customer will automatically use their assigned currency.
You can no longer change the customer’s currency after transactions have been recorded. To switch it, you must delete any existing financial records tied to that customer first.
Special Case: Proposals Linked to Leads
There’s one exception—if you’re creating a proposal linked to a lead, you can still change the currency while creating that proposal. This is useful for quoting leads in their local currency before they become customers.
Quick Recap
✅ Base currency is used by default for all transactions.
✅ Customer currency overrides base currency for all their future records.
✅ Once transactions exist, currency settings can’t be changed.
✅ Proposals linked to leads are the only exception where currency can be switched during creation.
Note: Each new currency needs to be added into payment gateways in the settings, for example in PayPal or Stripe settings, for them to be available.