Set Your Home Currency

What is the home currency?#

The home currency is your organization's primary currency. It's used everywhere money appears in the CRM — every amount field, Products, Quotes, Invoices, Payments, Reports, and PDFs — and payment gateways charge in it. You set it in Settings → Organization, in the Currencies section.

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The home currency can be configured only once. Once you confirm it, it cannot be changed — so choose carefully before confirming.

Choose your currency and format#

Click Change Home Currency to open the setup dialog. Pick the currency and how amounts should display:

The Change Home Currency dialog with format options and a live preview

Home Currency — e.g. Indian Rupee (INR), US Dollar (USD).
Code/Symbol — show the symbol (₹) or the code (INR).
Symbol Position — before or after the amount.
Digit Separators — the grouping style (e.g. Indian 12,34,567.89 or 1,234,567.89).
Decimal Places — how many decimals to show.

The Preview shows exactly how amounts will look. When it's right, click Confirm Home Currency.

What happens when you confirm#

The currency and format are locked — the option to change them is disabled from then on.
The chosen symbol/format is applied to how amounts display on existing records; the underlying stored values are not altered.

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Set your home currency early — before creating products, quotes, or invoices, and before connecting a payment gateway (gateways charge in this currency).

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