Creating Your First Quote

Quotes work almost identically to invoices. The main differences are the numbering (quotes have their own sequence) and what happens when you sync to Xero.

Create a Quote

Click New Invoice in the header, then select Quote from the document type dropdown. Or press Cmd/Ctrl + N and choose Quote.

Add your client, line items, and sections exactly as you would for an invoice.

Quote-Specific Fields

Quote Number: Auto-generated from a separate sequence (like QUO-0001). You can customize the format in LiteWork Settings → Numbering.

Expiry Date: When the quote expires. Defaults to 30 days from creation. Clients see this on the PDF.

Sending Quotes

Save and email the quote as a PDF, just like an invoice. The document header says “Quote” instead of “Invoice.”

Converting to an Invoice

When your client accepts the quote, you have two options:

If using Xero: Post the quote to Xero first, then use Xero’s built-in “Convert to Invoice” feature. Import the new invoice back into LiteWork if needed.

Without Xero: Open the Document Manager, find your quote, and use the Duplicate action to create a copy. Change the document type to Invoice on the new document.