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Advanced settings

Numbering, prefixes and the disclaimers that print on your PDFs.

Updated October 15, 2026

Advanced settings are the company-wide defaults you set once. Most of them control how documents are numbered. The rest add standard text to the PDFs you send.

  1. Click your avatar in the top right, choose Account Settings, then click Advanced Settings.
  1. Choose Auto or Manual numbering and a starting number for each document type, set prefixes, and add the disclaimers that print on your PDFs. Click Save.

Auto or manual numbering

Each document type, like customers, estimates and invoices, can be numbered automatically or by hand. With Auto, Werx assigns the next number when you save. With Manual, you type a number on each new record. Set a starting number if you are moving from another system and want to continue your sequence.

Advanced settings FAQ

Can I renumber existing records?

No. Numbering settings apply to new records only.

Where does the disclaimer show?

At the bottom of the PDF for that document type, under your terms.