How to Change Contract Product's Currency

This guide will walk you through the steps to change contract product's currency when requested by a customer. As an admin and staff users, you can update the currency for each contract product individually.

  1. Navigate to Products & Services section in your Upmind dashboard.
  2. Find the specific contract product you want to update.
  3. Click on the contract product and go to the Settings tab.

Settings tab on Contract Product

  1. Under Advanced Options, find Change Currency setting.

Change Currency

  1. In the modal that opens, select the new currency.

Select new currency

  1. Click Change Currency to apply the update.

📘

Note

Once the currency is updated, the current contract product will close, and a new one with the same configuration will be created with the new selected currency.