Overview of all LiteWork settings tabs: document settings, company details, tax, terms, Xero sync, team management, billing, and more.
Settings
Document Settings
Configure invoice and quote numbering, payment terms, default sections, and autosave behavior.
Company Details
Configure your business name, address, logo, timezone, and tax registration in the Company Details tab.
Tax Settings
Configure GST/tax rates, tax-inclusive pricing, and Xero tax codes.
Terms and Notes
Set default terms and conditions for invoices and quotes.
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.