Currency

Overview

Pick the currency you work in, and every total across Setell shows in it — your quotes, your invoices, and the customer portal. This is display only: Setell formats your numbers in the currency you choose; it doesn't convert between currencies.

Before you start

Nothing required — this works on every plan.

Steps

1. Go to Settings and find the Currency section.
2. Open the Display currency dropdown.
3. Pick your currency. The choices are US Dollar (USD), Canadian Dollar (CAD), British Pound (GBP), Euro (EUR), Australian Dollar (AUD), and Mexican Peso (MXN).
4. Confirm the change. It saves right away ("Saving…" appears, then it's done).

What happens next

• Totals across the app now show in your currency — dashboard, quote editor, invoices, and the customer portal.
• The numbers stay the same — only how they're written changes (for example $1,234.56 in US Dollars vs £1,234.56 in British Pounds).

Troubleshooting

• The symbol didn't change everywhere. Refresh the page — older totals on screen pick up the new format on reload.
• The amount looks the same, just a different symbol. That's expected. Currency here is display only — Setell doesn't do exchange-rate conversion.
• My currency isn't in the list. Setell supports the six listed above today. If you need another, let us know.
• Still stuck → docs/reference/troubleshooting.

FAQ

• Does Setell convert my prices? No. It only changes how amounts are written. Set your prices in the currency you'll bill in.
• Which currencies can I pick? US Dollar, Canadian Dollar, British Pound, Euro, Australian Dollar, and Mexican Peso.
• Does my customer see the same currency? Yes — the portal and quote show the currency you set.
• Can I change it later? Yes, anytime, from the same spot.

Related

• docs/branding/letterhead · docs/quotes/edit-line-items · docs/deal-room/overview

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.