Settings & Setup

Overview of all LiteWork settings tabs: document settings, company details, tax, terms, Xero sync, team management, billing, and more.

Customise how your invoices and quotes look when emailed to clients — sender details, brand colours, templates, and signatures.

Customise your invoice and quote numbering — set prefixes, starting numbers, and digit padding to match your business style.

Configure automatic saving to protect your work — set the interval, understand what gets saved, and prevent data loss.

Save and reuse location details for your invoices and quotes. Import venues from vCard files, add internal notes, and assign to documents.