---
title: "Working with Currencies in ClearCRM"
description: "Learn how currencies work in ClearCRM, including how customer currency settings affect invoices, proposals, and other records."
url: https://help.clearcrm.com/en/articles/12578810-working-with-currencies-in-clearcrm
collection: "Finance"
updated: 2026-07-02
language: en
---

# Working with Currencies in ClearCRM

Learn how currencies work in ClearCRM, including how customer currency settings affect invoices, proposals, and other records.

## 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:

1.  Go to **Customers**.
    
2.  Open the customer profile.
    
3.  Set the **Currency** field to the preferred value.
    
4.  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.