This article covers how to set the billing currency in Keap™, including how to access the Sales Settings and select the default currency that appears on billing, payments, and invoices. This article does not cover how to process payments or configure payment processors. For help with payment processing, see how to set up payment processing in Keap.

Why Setting the Correct Billing Currency Matters for Your Customers

The billing currency setting in Keap controls the currency format and symbol that customers see on quotes, invoices, and payment pages. When a customer makes a payment, the currency format and symbol displayed match the currency they are being charged in. Setting the correct billing currency ensures customers see accurate pricing information in their local currency and reduces confusion at the point of payment.

How to Set the Billing Currency in Keap

Follow these steps to update the default billing currency in Keap.

1. Select your user avatar in the top navigation of your Keap account and select Settings.

   

   The screenshot above shows the Keap top navigation with the user avatar menu open. The Settings option appears in the dropdown menu. Selecting Settings opens the account settings where the Sales Settings and billing currency options are located.

2. Select Sales Settings in the Settings navigation.

   

   The screenshot above shows the Keap account Settings screen with the Sales Settings option visible in the settings navigation. Selecting Sales Settings opens the sales and payment configuration options including the billing currency dropdown.

3. Select the desired currency from the currency dropdown in the Sales Settings. The selected currency will become the default currency applied to all billing, payments, and invoices in the Keap account.

   

   The screenshot above shows the billing currency dropdown in the Keap Sales Settings. The dropdown displays the available currencies. After selecting a currency, the new default currency is applied to all billing, payments, and invoices in the Keap account.

Additional Training — Keap Academy

For a deeper walkthrough of billing currency and other e-commerce settings in Keap, see the Keap Academy e-commerce course for Pro and Max. The course covers setup and application of e-commerce features with strategic context from Keap experts and is available to complete at your own pace.

Frequently Asked Questions

What does this article cover?

This article covers how to set the billing currency in Keap, including how to access the Sales Settings and select the default currency that appears on billing, payments, and invoices. This article does not cover how to process payments or configure payment processors. For help with payment processing, see how to set up payment processing in Keap.

Where does the billing currency setting apply in Keap?

The billing currency selected in Sales Settings is applied as the default currency across all billing, payments, and invoices in the Keap account. The currency format and symbol displayed to customers on payment pages and invoices will match the selected billing currency.

Can I change the billing currency after it has been set?

Yes. The billing currency can be updated at any time by returning to Settings and selecting Sales Settings to choose a different currency from the dropdown. Verify how a currency change affects existing invoices and payment records before updating the setting, as the display currency on historical records may be affected.