This guide explains how to set up currencies. These are used for charging, payments, and patient credit.
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Download PDFStep 1.
Go to Settings> Financial and click Currencies.
Click Add new currency.
Step 2.
This will open a pop-up box where you create a currency.
When you select a currency from the list, the ISO code and Name will automatically fill in.
Making a currency the default will use it throughout the system, unless specified otherwise.
Step 3.
Click Save and create once complete.
Step 4.
Click on a currency to edit or delete it.
Note:
Xero currency Integration
TidyClinic will match the currency on the invoice to a matching currency within Xero using the currency's ISO code (i.e. NZD or AUD).
If your Xero account does not have support for this currency, you will receive a prompt asking if you want to add the missing currency to your Xero account. You may then either:
Once the currencies options are the same in both in TidyClinic and Xero then resubmit the invoice.
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