Every settings group in plain English - what it controls and what happens if you skip it.
User Settings is the biggest menu in Internoodle and the least obvious. It is where the system stops being generic software and starts matching how your business actually works — but the first time you open it, it is a long list of things whose purpose is not self-evident.
This page explains every group in plain English: what it controls, when you would touch it, and what happens if you ignore it. Read it once and the rest of the settings guides make sense.
Your books, before you use them. Business Entity List is where each business you run is set up — each gets its own books, Invoices and Year End. Copy Sample G/L Accounts gives you a ready-made Chart of Accounts rather than a blank sheet. G/L Control Settings tells the system which accounts are your receivables, payables and retained earnings, so Invoices and Payments post themselves. Manage Financial Statements shapes the reports you print.
Invoice Settings holds your Charge Types and Payment Types — the list you pick from on every Invoice, and what decides which revenue account each line hits.
If you ignore this: Invoices still send, but they may post to the wrong place, and your Financial Statements will not match how you think about your business.
Only relevant if you build Financial Plans for Clients. It holds the asset, liability and other types those plans are built from. Not applicable to most businesses.
The two things people change most.
Database Settings holds your Client Types, Client Rating Types and Lead Types — the filters you set on a record and later use to target reports and Campaigns. Define these to match how you actually segment your Clients.
Custom Labels & Views is the big one. Rename Clients to Members, patients or students. Hide menu sections you do not use. Choose which tabs appear on a Client record. Set your Fast Menu shortcuts.
If you ignore this: you live with a longer menu than you need, and you lose the ability to filter meaningfully later.
Everything reusable about reaching out. Email Templates and Signatures, Text Templates and Messenger Templates, plus the Campaign status types you use to track where something is up to.
If you ignore this: you retype the same email every time.
Templates for documents you send for signature. Set up the ones you send repeatedly — engagement letters, consent forms — and sending becomes a two-click job.
You, rather than your business. User Profile holds your Brands, contact details, logo and the Invoice and statement footers. Upgrade Plan is billing. Referral Program is the partner scheme. Sub User Permissions is where you control what each team Member can see — section by section, per person. Change Password is what it sounds like.
Sets the tone the AI writes in on your behalf — how formal, how you sign off. Worth two minutes if you use the AI Assistant to draft emails, because it is the difference between text that sounds like you and text that sounds like software.
In order of what will bite you if skipped:
Do the first four, ignore the rest at first. Settings pages invite tinkering. The four above are the ones that are painful to retrofit.
Set codes as you meet them. When you need a Task type or Lead type that does not exist, add it then — you can even do it from the AI Assistant with add lead type Webform.
Make things inactive rather than deleting them. Any setting or type can be deactivated. It drops out of dropdowns and reports but keeps the history intact on records that already use it.
Give team Members the minimum. Permissions are per person. Widening access later is trivial; discovering someone could see the books is not.
Revisit after a month. Your first guesses about which types you need are usually wrong, and ten minutes of tidying pays off.
Settings are not preferences sitting off to one side. A Charge Type decides which G/L account an Invoice line posts to. A Client Type decides who a Campaign reaches. A Business Entity decides whose books an Invoice belongs to. Your footer carries the tax number your Invoices are legally required to show.
Ten minutes here makes the rest of the system automatic. Skipping it is what turns software into data entry.
I cannot find a setting I read about. Some belong to paid modules, and some are hidden if the related section is switched off in Custom Views.
A team Member cannot see a setting. Settings access is per person under Sub User Permissions, separate from your own view.
I deleted a type that was in use. Deactivate rather than delete where you can. If a type has vanished from records, recreate it and reassign.
My changes are not showing on documents. Existing Invoices keep the details they were created with. Create a new one to see the change.
Business Entity, Chart of Accounts, Invoice Charge Types, and your User Profile with the footer. Everything else can wait.
Yes for almost all of them. The exception worth care is the Chart of Accounts once you have posted a lot of transactions — talk to your Accountant before restructuring it.
Database Settings defines the types you can assign to a record. Custom Labels changes what things are called on screen.
Their permissions and their own profile, yes. Business-level settings such as the Chart of Accounts are shared.
Only if you produce Financial Plans for Clients. Most businesses never open it.
It teaches the AI how you write — formality and sign-off — so drafted emails sound like you rather than like a template.
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