Want to change the currency used across the Freelancer Toolkit template? This guide will walk you through the steps to change the currency on pages such as Invoices, Expenses, and Statements.
Changing currency across the template
If your currency is other than US dollars, you need to change it before you start using the template. This will help you avoid errors and inconsistencies in your calculations and reports.
There are three pages where you need to make this change. Let’s look at each one in detail.
Go to the Invoices page and click the dropdown next to the blue New button. This will list the predesigned invoice templates that we have.
Click the three dots (…) next to the default template, then the Edit button. This will open the default invoice template page, which is added each time a new invoice is created.
Scroll down to the Balance Due section of the template page and change the currency symbol.
Again scroll down to the Invoice table and click on the Est. Value column header. This will open a menu where you need to click the Edit property option.
Now, click the Number format option and change the currency to your desired currency.
Similarly, click the Total Amount column header → Edit property and change the Number format to your desired currency.
Finally, make changes to the currency symbols for Sub Total, Total, and Balance Due at the bottom.
Now, any new invoices you create will have the updated currency.
The Expenses page is the next one where we need to change the currency.
Similar to Invoices, click the dropdown next to the blue New button and open the predesigned template.
Click the Amount property to edit it and change the Number format to your desired currency.
Exit the template and you should see the currency update on your page.
Statement & Overview
The Statement & Overview page provides a summary of the funds in your bank and wallet accounts. We need to make changes to three databases here.
First, open the predesigned template by clicking the dropdown next to the blue New button.
There are two properties where you must change the currency. First, click the Account Balance property → Edit property and change the Number format to your desired currency.
Make the same changes to the Total Income property as well.
Exit the Account Overview template page and open the Monthly Overview template page.
Click the Total Monthly Expense property text in bold to open the formula editor. Here, cut and paste the dollar symbol with your desired currency. Click the Done button to close the editor. Follow the above same steps for the Total Monthly Revenue property as well.
With that, we only have the Yearly Overview database left to change the currency. Open the Yearly Overview predesigned template and make changes to the Total Annual Expenses and Total Annual Revenue.
That’s it! Now you know how to change the Freelancer Toolkit currency to your desired currency.