Default currency per contact

Default Currency Per Contact

If you work regularly with a customer or vendor who operates in a foreign currency, you can set a preferred (default) currency on their contact card. This way, every time you create an invoice, bill, or order with that contact, the system will automatically fill in their default currency—so you do not have to select it manually every time.

Before you start

• The contact (customer or vendor) must already exist in the system.
• At least one foreign currency must be set up. Ask your admin to add it in Settings → Currencies if it is not available.
• You need permission to edit contacts in your role.

Steps

1. Open Contacts → Customers or Contacts → Vendors, depending on the type of contact. Open in Usystems

2. Search for and click the contact name to open their card.

3. Look for the Default Currency field. (It may be in a "Settings" or "Preferences" section on the contact card.)

4. Click the field and select the foreign currency from the dropdown (e.g., USD, EUR, PKR).

5. Scroll down and click Save to store the change.

What happens after

• The next time you create an invoice, bill, purchase order, or sales order with this contact, the currency field will automatically show their default currency.
• You can still override it if needed; the default is just a suggestion to save you time.
• If the contact's preferred currency changes (e.g., they move to a different country), you can edit their card and update the default currency at any time.

Tips & common mistakes

• Only set a default currency if you regularly work in that currency with this contact. If it is a one-time transaction, it may be clearer to leave the field blank and select the currency each time.
• The default currency applies to all document types. When you create an invoice, bill, PO, or SO with this contact, the default will be pre-filled.
• Users can override the default. Even if a contact has a USD default, you can still create an AFN invoice with them if the situation calls for it.
• Changing the default does not affect past documents. Old invoices and bills keep their original currency; only new documents will use the updated default.

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