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Add the currency code to a Doc Designer template

Show the customer or supplier's currency on your documents, and find out how currency symbols work.

Written by Heather Worthington

You can show the currency of a customer or supplier on your documents using the Currency Code component. The currency prints as a code, such as USD, AUD, NZD or GBP.

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type you want to edit, for example Sales Orders.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  4. Click the Toolbox tab, then go to the Other Data section.

  5. Drag the Currency Code component onto the template layout.

  6. Click Save Now, then click Publish.

⚠️Important: Currency symbols such as $, £ and € work as plain text in a template, but they don't change to match the customer or supplier's currency. To show the right currency each time, use the Currency Code component.


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