Quick Start Guide

Five minutes. That’s all it takes to go from signing up to sending your first invoice. Let’s get you started.

Step 1: Create Your Account

Head to litework.nz and create your account. You have two options:

• Sign in with Google — Fastest option, no password needed
• Create account with email — Use any email address

Your 14-day free trial starts immediately—no credit card required. You get full access to all features during your trial.

Step 2: Set Up Your Company

After signing in, you’ll see the setup screen with two paths:

Connect to Xero: If you’re already using Xero, click Connect to Xero and authorize the connection. LiteWork imports your company details, contacts, and existing invoices automatically. This is the fastest way to get started if you have Xero data.

Create New Company: Not using Xero? Click Create New Company and enter your business details—company name, address, logo, and tax settings. Takes about two minutes.

Either option gets you to invoicing quickly. You can always connect to Xero later if you change your mind.

Step 3: Add Your First Client

You can enter client details directly on an invoice, but the Contact Manager makes repeat invoicing faster.

Click Contacts in the toolbar to open the Contact Manager. Click Add Contact and enter at least a name and email—you can fill in the rest later.

If you connected to Xero, your contacts are already imported and waiting.

Step 4: Create an Invoice

Click New Invoice in the toolbar (or press Cmd/Ctrl + N).

1. Select a contact or enter client details
2. Add line items—description, quantity, price
3. The totals calculate automatically
4. Add more items or sections to organize longer invoices

The document editor is straightforward: client details at the top, line items in the middle, totals at the bottom.

Step 5: Save and Send

Press Cmd/Ctrl + S or click Save. The green checkmark confirms your invoice is saved.

Ready to send? Click Email to send directly to your client with a PDF attachment. If you’re connected to Xero, you can include an online payment link so clients can pay immediately.

Finding Your Way Around

Header: Your main actions—New Invoice, New Quote, Contacts, and Settings. The save status indicator shows whether your current document is saved.

Document Manager: Press Cmd/Ctrl + O to open. Search by invoice number or client name, filter by type, and click any document to open it.

Document Editor: Where you create and edit invoices and quotes. Client details at the top, line items in the middle, totals at the bottom.

Settings: Click the gear icon or press Cmd/Ctrl + , to configure company details, tax rates, terms, and more.

You’re Up and Running

That’s the basics—you’ve created your first invoice. Here’s what to explore next:

• Finish your company setup — Add your logo and fine-tune settings
• Connect to Xero — If you haven’t already, link your accounting
• Create a quote — Quotes work just like invoices
• Understand your trial — What’s included and what happens next
• Invite your team — Add colleagues with different access levels

Questions?

Browse our help articles for detailed guides, or email support@litework.nz if you get stuck.