Setting Up Your Company

When you first sign in to LiteWork, you’ll choose how to set up your company. There are two paths: connect to Xero for automatic setup, or configure everything manually. Either way, you’ll be ready to invoice in minutes.

Option 1: Connect to Xero

If you’re already using Xero, this is the fastest way to get started. Click Connect to Xero on the onboarding screen and authorize the connection.

LiteWork automatically imports:

Company details — Your business name, address, and registration numbers come straight from Xero.

Tax rates — Your GST settings and tax codes sync automatically.

Contacts — All your Xero customers are ready to use immediately.

Existing invoices — Optionally import your invoice history to keep everything in one place.

After connecting, you may want to add your logo and adjust a few preferences, but the heavy lifting is done. See Connecting to Xero for the full walkthrough.

Option 2: Manual Setup

Not using Xero? No problem. Click Create New Company, enter your company name, and you’re in. Your data is stored securely in the cloud and backed up automatically.

You’ll need to configure your company details manually. Open LiteWork Settings (click the gear icon or press Cmd/Ctrl + ,) and work through each section:

Company Information

Enter your business name, address, phone, and email. This appears on every invoice and quote. Add your GST number or ABN if you have one—it shows in the document footer.

Logo

Click the logo area to upload your image. PNG or JPG, at least 200×200 pixels. Your logo appears in the top corner of invoices and quotes.

Timezone

Set your company’s timezone for accurate dates on invoices and sync operations. Defaults to Pacific/Auckland for New Zealand businesses.

Tax Settings

Set your default tax rate—15% GST for New Zealand, 10% for Australia. Choose whether prices are tax-inclusive or tax-exclusive by default. You can override this per line item when needed.

Invoice Numbering

LiteWork numbers invoices automatically. Add a prefix like “INV-” and set your starting number. Quote numbers are tracked separately.

Default Preferences

Fine-tune how new documents behave:

Due date: How many days until payment is due? Default is 30 days.

Default sections: Choose which optional sections appear on new documents—shipping address, reference field, notes.

Autosave: On by default, saving every two minutes. Adjust or disable if you prefer manual saves.

Returning Users

Already have a LiteWork account? Sign in with the same Google account you used before. All your data is right where you left it.

Ready to Invoice

Once your company is set up, you’re ready to go. Create your first invoice or first quote—they work the same way.