I want to change the existing currency assigned to a customer from SGD to USD. How do i do that? Its not giving me an option to change it?

I want to change SGD currency assigned to an existing customer to USD. how do i do that?

Answer

Thank you for posting here in the Community, nikhil.joshi.

Let me share some information about setting up currency for a customer.

There's no feature to edit the existing currency assigned to a customer. As a workaround, you'll have to create a new customer with a different profile and select USD as the currency when you set up the account.

Before creating a new customer, make sure to let your multi-currency feature turned-on.

Here’s how:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose Advanced.
  4. Under the section for Currency, turn On Multi-currency.
  5. Click Manage currencies to add different currency in the system. 

When creating a customer, go to Payment and billing section in the Customer information to select the currency. I've added a screenshot below for your reference. 

You can check this article for more information: How to assign a foreign currency or multi-currency to a customer.

That should update the customer’s currency. If you have any other questions or would like me to clarify anything else in setting up a currency, let me know by leaving a comment below. I'm always glad to help in any way I can.​ Enjoy the rest of the week. 

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IntuitMaryJoy , Community Support Specialist
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