Overview of all LiteWork settings tabs: document settings, company details, tax, terms, Xero sync, team management, billing, and more.
Settings & Setup
Understanding Tax Calculations
How LiteWork calculates GST and other taxes: tax-inclusive vs tax-exclusive pricing, per-line tax rates, discount and rounding order, and how tax syncs to Xero.
Email Configuration
Customise how your invoices and quotes look when emailed to clients — sender details, brand colours, templates, and signatures.
Invoice Numbering Configuration
Customise your invoice and quote numbering — set prefixes, starting numbers, and digit padding to match your business style.
Autosave & Preferences
Configure automatic saving to protect your work — set the interval, understand what gets saved, and prevent data loss.
Managing Venues
Save and reuse location details for your invoices and quotes. Import venues from vCard files, add internal notes, and assign to documents.
Previewing & Theming Your Emails
Preview every LiteWork email with your branding before you send, and set the brand colours used across your emails and PDFs — Light/Dark toggle, six email types, live preview.