Skip to main content

​
Overview

Every supports USD and CAD, allowing you to invoice clients in their preferred currency while maintaining your books in your primary currency. Features:
  • Set organization default currency
  • Override per invoice
  • Automatic formatting
  • Exchange rate helpers for reporting
Both USD and CAD use the $ symbol, but the system tracks which currency is which.

​
Setting Default Currency

Go to Settings → Organization → Default Currency → Select USD or CAD → Save Impact: New invoices, reports, and dashboard use this currency by default (can override per invoice) Choose based on:
  • US Business: Usually USD
  • Canadian Business: Usually CAD
  • Cross-Border: Majority of clients
Ask Every Agent: Set your default currency:
  • “Change my organization’s default currency to CAD”
  • “Set USD as my default currency”
  • “What’s my current default currency?”

​
Per-Invoice Currency

When creating invoice: Select client → Choose Currency (USD or CAD) → Add line items → Send When to override:
  • Invoicing cross-border clients
  • Client requests specific currency
  • Contract specifies currency
Ask Every Agent: Create invoices in different currencies:
  • “Create an invoice in CAD for my Canadian client ACME Corp”
  • “Make a USD invoice for this US client”
  • “Invoice this client in Canadian dollars for $2,500”
Currency cannot be changed after invoice is issued. Double-check before sending!

​
Currency Formatting

Every automatically formats both currencies as: $1,000.00 (dollar sign, comma separators, two decimals) Display:
  • Invoices show currency clearly
  • Lists indicate currency per invoice
  • Reports default to organization currency with optional per-currency breakdowns

​
Exchange Rates

Every provides exchange rate helpers for cross-currency reporting (revenue totals, tax reports, financial analysis). How it works: System converts foreign currency to your default using current rates Example: USD default org with 5,000USD+5,000 USD + 3,000 CAD invoice = Combined $7,250 USD (at 1.33 rate)
Ask Every Agent: Get exchange rate information:
  • “What’s the current exchange rate from USD to CAD?”
  • “Convert $5,000 CAD to USD”
  • “Show me my total revenue in USD including CAD invoices”
For tax purposes, use the exchange rate from payment date (not invoice date). Consult your accountant.

​
Best Practices

Match client’s currency - Invoice in their local currency for faster payment.
Be consistent per client - Stick with one currency per client relationship.
Specify in contracts - Document currency in agreements to avoid disputes.
Track for taxes - Keep exchange rate records for tax filing.

​
Common Scenarios

US Business with Canadian Clients:
  • Default: USD
  • For Canadian clients: Override to CAD on invoice creation
  • Reports convert CAD to USD for analysis
Canadian Business with US Clients:
  • Default: CAD
  • For US clients: Override to USD on invoice creation
  • Reports convert USD to CAD for analysis
Mixed Client Base:
  • Set default to majority currency
  • Override for minority
  • Use exchange rate helpers for combined reporting

​
Reporting

Dashboard: Totals in organization currency with automatic conversions. Filter by USD-only, CAD-only, or all.
Ask Every Agent: Filter invoices by currency:
  • “Show me all invoices in Canadian dollars”
  • “How much have I invoiced in USD vs CAD this quarter?”
Reports:
  • Revenue: Breakdown by currency with converted totals
  • Tax: Convert all to organization currency for filing
  • Client: Show original currency with optional conversion

​
Limitations

Current:
  • Only USD and CAD supported
  • Cannot change currency after issuing
  • Exchange rates approximate (use bank rates for taxes)
Future: Additional currencies (EUR, GBP), real-time exchange API, currency conversion at payment time

​
Troubleshooting

Wrong Currency:
  • Draft: Edit and change currency
  • Issued: Void and recreate in correct currency
Client Confusion:
  • Clearly mark currency on invoices
  • Discuss currency in agreements upfront
  • Resend with clarification if needed
Accounting:
  • Export reports with conversions applied
  • Provide exchange rate documentation
  • Use organization default for consolidated reports

​
Next Steps

Organization Setup

Set your default currency

Create Invoices

Invoice in different currencies

View Reports

Analyze revenue across currencies

Stripe Setup

Accept payments in multiple currencies
Need help? Contact support at [email protected]