How to add additional currencies

In this article, you can learn how to add additional currencies to the Pricing section of your quote. Once you add the currencies you need from your account settings, these will be immediately available when creating a quote.

You can also select your default currency based on the currency you use the most for your quotes. 

How to add additional Currencies

You can add as many relevant currencies as you need to the drop-down list of currencies you can choose from when building a quote. This will make it easier for you to select the exact currency you need when creating a quote for a client. 

Settings > Administration > System Settings > General 

1. Go to your account Settings
2. Click on 'System Settings'
3. Go to the Currencies section
4. Click on 'Add Additional Currency' 

Once selected, these currencies will be available when creating a quote in 'Step 2. Pricing'. You can't remove currencies already being used in quotes or templates.

How to select the Default Currency

You can also assign a currency as the default currency. It is recommended to set the default to the currency you use the most. For example, if you offer most of your tours in USD ($), you should set 'USD- U.S Dollar' as the default currency.

Settings > Administration > System Settings > General 

1. Go to your account Settings
2. Click on 'System Settings'
3. Go to the Default Currency section
4. Choose the currency you want as the default from the drop-down list

Once selected, this will be the standard used when creating a new quote in 'Step 2. Pricing'. However, you can still change it for individual quotes.  

NOTE: If you change the default currency to a different one when creating a quote, it will not automatically convert the amount using an exchange rate. Also in your Inmsights tab currencies will be shown separately as SafariOffice does not know the exchange rate at the time of payment.