Currency handling (and why it locks after approval)

Where currency is set

• Choose Currency when creating a proposal on New Proposal (default USD).
• You can change it on the proposal while it is still editable.
• There is no separate account-wide “default currency” setting beyond that creation default.

Inheritance

Invoices created from a proposal inherit the proposal currency. Amounts and Stripe Checkout use that currency code.

Why it locks after approval

When a proposal is Approved, the whole document locks — including currency — so the agreed commercial terms stay fixed for billing and contracts.

On invoices, currency stays editable until the invoice is Paid, Refunded, or Cancelled.

Changing currency after approval

Duplicate the proposal as a new draft, set the correct currency, and send the revision. Do not expect to edit currency on the locked approved original.