Invoices & Quotes

Find and open your invoices and quotes using the Document Manager. Search, filter, and sort to find what you need.

See what changed between two versions of an invoice or quote. LiteWork’s Compare Revisions view highlights edited fields and added, removed, and modified line items.

Complete reference for all invoice fields, options, and features — numbering, references, shipping, notes, calculations, and next steps.

Add, edit, and organize line items on your invoices. Set quantities, prices, and discounts. Save common items as Quick Items for reuse.

Complete reference for quote creation — expiry dates, effective quoting tips, converting to invoices, and tracking outcomes.

Understand when to use invoices versus quotes. Quotes are estimates before work begins; invoices request payment after work is complete.

Group related line items into sections with headings and subtotals. Useful for complex invoices with many items.

Apply percentage or fixed-amount discounts to invoice and quote line items. How the discount-before-tax maths works, discounting a whole invoice, and syncing to Xero.

Track changes to invoices and quotes with revisions. Create snapshots, compare versions, and restore previous states.

Save your common products and services once, then drop them into any invoice or quote by typing. Covers favourites, categories, and keeping in sync with Xero.

Save documents manually or with autosave. Your data is stored securely in the cloud.

Send invoices and quotes via email with optional Xero payment links.

Track production work with LiteWork’s built-in timesheet. Standard mode for basic billing, or Advanced (Blue Book) mode for full NZ film industry compliance with surcharges, penalties, and more.

Group related invoices and quotes into projects for better organisation. Assign clients, set timelines, and track project status.

How LiteWork stops two people editing the same invoice or quote at once. What the “Document Being Edited” and “Edit session expired” banners mean, and how to wait or view.

Send clients a clean paid-in-full copy of a settled invoice. LiteWork auto-selects the Paid Invoice email, stamps the PDF PAID, and drops the pay-now buttons.