Sending Invoices via Email

Send invoices and quotes directly to clients from LiteWork.

Send an Email

Open the invoice or quote and click Email. The recipient field auto-fills from the contact’s email. You can add CC and BCC recipients if needed.

Choose an email template or write a custom message. Click Send Email when ready.

Xero Online Invoice Link

If the invoice is synced to Xero, you’ll see a toggle to include a “View & Pay Invoice Online” button. This gives clients a link to view the invoice in Xero’s portal and pay online if you have payment services configured.

This option only appears for invoices (not quotes) that are authorized in Xero—drafts don’t have online links.

Tips

Always save before sending so clients receive the latest version. LiteWork will prompt you if there are unsaved changes.

CC yourself to keep a copy in your inbox. Use the Xero link when available to give clients the most convenient payment option.