# Settings menu and workspace options

> Where each setting lives, and the options for invoice numbering in drafts and manual numbers, templates, letter-style texts, stock, customer numbers, hidden sections and your personal preferences.

Source: /help/en/settings/workspace-options

**Settings** has a menu on the left in five groups:

| Group | Pages |
|---|---|
| Company | Company profile · Tax & currency · Bank details |
| Documents | Outgoing invoices · Designs & texts · Document dispatch · Reminders |
| Catalogue | Products · Contacts |
| Connections | E-invoicing · Payments & bank |
| Workspace | View · Team · My account · Subscription |

Owners and admins can change organization settings; every member can change **My account**.

## Outgoing invoices

- **Document templates**: templates you saved from the editor (**Templates → Save as template**) for invoices, quotes and order confirmations. Click the star to make one the **default**: it is applied automatically to every new document of that kind. Delete templates you no longer need.
- **Document Numbering**: the number series for every document kind, plus the customer and item number series (see [Invoice numbering](/help/en/settings/invoice-numbering)).
- **Reserve invoice numbers for drafts**: on by default, a draft takes the next number when saved. Switch it off and drafts get a temporary `DRAFT-…` number; the real number is allocated when you validate, so deleted drafts never leave gaps. Invoices created through the API follow the same rule.
- **Allow manual document numbers**: off by default. Invoices, credit and debit notes, proformas, quotes and other documents then always take the next number of their series, in order; the number field in the editor is read-only (shaded) and a new document gets the next number when you save it. Switch it on to let members who can edit invoices type a number; the series continues after it. Imports and the API supply their own numbers either way, and customer numbers are not affected.
- Links to the default payment term (Tax & currency) and to the **Delete invoices** permission (Team). Issued invoices can never be deleted.

## Designs & texts

- **Letter-style texts on invoices**: the switch **Show salutation, introduction and closing text on new invoices** is off by default, so a new invoice shows only the subject line above the lines. Switch it on if you write to customers in letter form. For a single invoice you can still turn the texts on under **Fields** in the editor; existing invoices keep their own setting, and quotes and letters are not affected. Designs, text presets and custom fields are described in [Document designs and text presets](/help/en/settings/designs-and-text-presets).

## Products

- **Update inventory when an invoice is issued**: tracked items lose stock when a tax invoice is validated. Test documents and credit notes never change stock.
- **When stock would go below zero**: **Allow** (silently), **Warn** (the editor lists the short items when you validate) or **Block** (the invoice cannot be issued while tracked items are short).

## Contacts

- **Allow duplicate customer numbers**: off by default, so a customer number belongs to one contact. Turn it on when several contacts share an account number from your accounting system.
- **Terminology**: choose the words for the people you invoice (Customer, Client, Buyer or your own) and the people who invoice you (Supplier, Vendor, Seller or your own). See [Customer and supplier terminology](/help/en/settings/terminology).
- The customer number series (template and counter) is shown with a link to **Outgoing invoices → Document Numbering**, where you change it.

## View

**Hide sections** removes modules you do not use from the menu and related buttons for everyone in the organization: proformas, quotes, order confirmations, cover letters, reminders, recurring invoices, projects, incoming invoices, items, VAT return, bank and approvals. Nothing is deleted, the pages still open from a link, and the API is not affected. A document that already uses a hidden feature (for example a project) keeps showing it.

## My account

Personal settings that apply only to you:

- **Send me a copy of every document I send** pre-ticks "Send me a copy" in the send dialog.
- **Notifications**: choose which groups appear in your notification bell (reported invoices, failed submissions, approvals, incoming invoices, overdue invoices, connector and bank syncs). Other members are not affected.

## Related

- [Email templates and document dispatch](/help/en/settings/email-templates)
- [Invoice numbering](/help/en/settings/invoice-numbering)
- [Customer and supplier terminology](/help/en/settings/terminology)
- [Users and roles](/help/en/account-and-setup/users-and-roles)