Document Settings

The Settings tab controls how invoices and quotes behave. Access it from LiteWork Settings → Settings (the first tab when you open settings).

Invoice Numbering

LiteWork numbers invoices automatically. Configure the format:

Prefix: Text before the number—”INV-” gives you INV-001, INV-002, etc.

Starting Number: What number to begin with. If migrating from another system, start higher than your last invoice.

Padding: How many digits to display. Three digits gives 001, 002, 003.

You can manually override the number on any individual invoice if needed.

Quote Numbering

Quotes use separate numbering from invoices. Use a different prefix like “QT-” or “Q-” to distinguish them. The same padding and auto-increment rules apply.

Payment Terms

Set default payment terms for new invoices:

Due in X days: Calculate due date from invoice date (e.g., “Due in 14 days”).

Due on specific day: Due on a fixed day of the month (e.g., “Due on the 20th”).

You can override payment terms on individual invoices.

Default Sections

Choose which optional sections appear on new documents by default:

Shipping address: Show a separate delivery address field.

Reference field: Show a customer reference or PO number field.

Notes section: Include space for notes at the bottom.

These are just defaults—you can add or remove sections on any individual document.

Autosave

Autosave periodically saves your work to prevent losing changes if your browser crashes or you forget to save.

Enable/Disable: Toggle autosave on or off.

Interval: Choose how often to save—every 1, 2, or 5 minutes. More frequent saves mean less potential data loss.

Save Status Indicator

The header bar shows your current save status:

Green checkmark: All changes saved.

Orange dot: Unsaved changes (autosave will trigger soon).

Spinning: Save in progress.

Even with autosave enabled, press Cmd/Ctrl + S to save immediately before closing or sending a document.

Xero Compatibility

When syncing to Xero, invoice numbers from LiteWork become Xero invoice numbers. Avoid creating duplicate numbers—if Xero already has INV-100, don’t create another INV-100 in LiteWork.

Saving Changes

Click Save at the bottom. Changes apply to new documents only—existing invoices and quotes keep their original settings.