Definitions of key terms used in LiteWork including subscription plans, team roles, billing, and invoicing concepts.
Reference
Switching to LiteWork
Moving from another invoicing tool or starting fresh? Here’s how to bring your data into LiteWork and get set up.
Exporting Documents (PDF, Item List, Spreadsheet)
Export the open invoice or quote as a full PDF, a no-pricing Item List PDF, a live-formula Excel spreadsheet, or a Xero-ready CSV — all from the Send or Export menu.
Import/Export System
Import invoices, quotes, and contacts from CSV or vCard. Export for backup or migration. Includes field mapping, duplicate handling, and Xero export instructions.
Keyboard Shortcuts
Keyboard shortcuts for working faster in LiteWork — save, new document, add items and sections, duplicate, new revision, reorder with Alt+arrows, and calendar navigation.
What’s New
Latest features and improvements in LiteWork.