Academy

Set a customer's default currency and credit days

Make new quotations and invoices for a customer start in the right currency, and record how many days the customer has to pay.

Customers & Vendors 4 steps 1:03 video Sales - Manager
Where to find it SalesCustomersCustomersSales tab

Steps

  1. Open the customer from Sales > Customers > Customers.
  2. Under Currency, choose the currency this customer is normally billed in - for example USD. Company default means the currency of your company.
  3. Open the Sales tab. In Credit days, type how many days this customer has to pay, for example 30.
  4. Click Save. New documents for this customer now start in this currency.

Note

The currency is only a starting point. You can still change the currency and pick the Payment Terms (for example Net 30) on each quotation or invoice.

Note

The Payment Terms box on the customer record is not stored on the version of SiaOne used for these videos. Use Credit days on the customer and Payment Terms on each document.

What happens next

Add a limit on how much the customer may owe: Set a credit limit for a customer.

Was this lesson helpful?

Keep learning

Add a customer Create a customer once, with its name, email, phone and TRN, so every quotation, order and invoice can use it. Customers & Vendors5 steps1:02 video Give a customer or vendor its own receivable or payable account Post one customer's invoices, or one vendor's bills, to a separate account instead of the shared Accounts Receivable or Accounts Payable. Customers & Vendors4 steps0:48 video See what a customer owes from their record Open a customer and see what they bought, what was invoiced and what is still unpaid - then compare with every other customer. Customers & Vendors4 steps1:40 video