# Module settings

The five screens under Modules, the tab each document type owns, and the article that covers each one in full.

The **Modules** group holds one screen per part of Finance, and each of those screens holds one tab per document type. A tab configures the records it is named after, so it is written up beside those records rather than here. This page is the map.

Go to **Settings > Finance** and look under **Modules**: **Sales**, **Purchases**, **Items**, **Inventory** and **Accountant**.

![The Invoices tab of Sales settings, headed Invoice Settings above the line Configure defaults, behavior, and custom fields for invoices. Tabs above read Customers, Quotes, Sales Orders, Invoices, Customer Payments and Credit Notes. A General and Field Customisation switcher sits below, with General selected. A GENERAL section holds Allow editing sent invoices, Hide zero-value line items and Associate expense receipts in PDF, all turned off, plus Invoice Order Number set to Use Sales Order Number. A DEFAULTS section holds Default Terms & Conditions and Default Notes reading Thank you for your business!](https://www.sorviai.com/help/settings/module-settings-invoices.png)

*Every module tab takes this shape: a General half of switches and defaults, and a Field Customisation half.*

## What a module tab holds

Most tabs carry two things, and some carry only the second.

- **Preferences**: Switches and default text for that document type, such as whether a sent invoice may be edited, or the terms printed at the foot of a quote.
- **Field Customisation**: Custom fields added to that document's form. Several tabs are field customisation and nothing else, which is what the article on each one will tell you.

## Sales

- [Customer Preferences](https://www.sorviai.com/finance/help-docs/customers/customer-preferences): Duplicate display names, and the rest of the Customers tab.
- [Quote Preferences](https://www.sorviai.com/finance/help-docs/quotes/quote-preferences): General switches, default text, and custom fields.
- [Sales Order Preferences](https://www.sorviai.com/finance/help-docs/sales-orders/sales-order-preferences): The richest tab in Sales: conversion, closing, shipping and defaults.
- [Invoice Preferences](https://www.sorviai.com/finance/help-docs/invoices/invoice-preferences): Editing sent invoices, order numbers, and default terms and notes.
- [Credit Note Preferences](https://www.sorviai.com/finance/help-docs/credit-notes/credit-note-preferences): Two default text fields, and custom fields.

## Purchases

- [Vendor Preferences](https://www.sorviai.com/finance/help-docs/vendors/vendor-preferences): What the Vendors tab holds, and where the duplicate-name switch actually lives.
- [Expense Preferences](https://www.sorviai.com/finance/help-docs/expenses/expense-preferences): Custom fields on an expense.
- [Purchase Order Preferences](https://www.sorviai.com/finance/help-docs/purchase-orders/purchase-order-preferences): The only tab under Purchases with settings rather than just custom fields.
- [Bill Preferences](https://www.sorviai.com/finance/help-docs/bills/bill-preferences): Custom fields on a bill.

## Items

One tab, **Items**, and it is the screen behind how every document line behaves.

- [Item Preferences](https://www.sorviai.com/finance/help-docs/items/item-preferences): Defaults for new items, the units everything is measured in, and the barcode field.

## Inventory

One tab, **Inventory Adjustments**, and it is custom fields for a stock adjustment.

- [What stock adjustments are](https://www.sorviai.com/finance/help-docs/stock-adjustments/what-stock-adjustments-are): The records the Inventory tab adds custom fields to.

> **Note:**
>
> **Inventory settings in Finance is one tab**
>
> Finance offers **Inventory Adjustments** and nothing else under Inventory. The other inventory settings belong to the Inventory app.

## Accountant

Two tabs: **Chart of Accounts** and **Exchange Adjustments**.

- [Chart Preferences](https://www.sorviai.com/finance/help-docs/accounts-chart/chart-preferences): The Chart of Accounts tab and its two account-code switches.
- [Exchange rates](https://www.sorviai.com/finance/help-docs/exchange-adjustments/exchange-rates): The rates an adjustment is calculated from, held on the Organisation screen.

**Exchange Adjustments** holds a single choice: the default account that records rounding differences on foreign-currency transactions. Set it once, when you start trading in a second currency.