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Email Configuration

LiteWork’s email settings control how your invoices, quotes, reminders, and payment confirmations look when they reach your clients. You can customise sender details, brand colours, templates, and signatures — all from one place.

Accessing Email Settings

Go to LiteWork Settings → Email. The Email tab has several sub-sections for different aspects of your email setup.

General Settings

Brand Colours

Set the Primary and Accent colours used in your email templates and PDF documents. These colours appear in headers, buttons, and highlights.

Choose from several colour presets or enter custom hex values. The presets include combinations like Default (blue/green), Red & Orange, Purple & Blue, Teal & Dark, and others.

Sender Information

  • From Name: The name shown in your client’s inbox (defaults to your company name if left blank)
  • From Email: The email address shown as the sender (defaults to your company email if left blank)

Email Signature

An automatic signature appended to all outgoing emails. Supports placeholders that are replaced with your company details:

  • {companyName} — Your company name
  • {email} — Your company email
  • {phone} — Your company phone number
  • {website} — Your company website

💡 Tip: Make sure your company details are filled in under LiteWork Settings → Company Details, or the placeholders will appear blank.

Custom Message

An optional message shown below the document details in all emails. Use this for a standard note like payment terms, office hours, or a thank-you message.

Email Templates

LiteWork has separate, customisable templates for each type of email:

Invoice Emails

Sent when you email an invoice to a client. Configure:

  • Subject line: e.g., “Invoice {invoiceNumber} from {companyName}”
  • Greeting/opening text: The message body above the invoice details

Draft invoices have a separate subject and greeting, so clients see different messaging for drafts vs. finalised invoices.

Quote Emails

Sent when you email a quote. Same customisation options as invoices, with separate settings for draft quotes.

Payment Reminder Emails

Sent to remind clients about overdue invoices. Customise the subject and greeting to set the right tone for your follow-ups.

Payment Received Confirmation

Sent when you record a payment against an invoice. Customise the subject and greeting for your receipt notification.

Template Placeholders

All templates support these placeholders:

  • {customerName} — The client’s name
  • {invoiceNumber} or {quoteNumber} — The document number
  • {companyName} — Your company name

Xero Integration

If you’re connected to Xero, an additional option appears:

  • Include Xero Online Invoice Link: When enabled, emails include a link for clients to view and pay the invoice directly through Xero’s online portal

See Xero Online Invoice Link for details.

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