LiteWork Settings Overview

Configure LiteWork to match how you work. Click the gear icon or press Cmd/Ctrl + , to open LiteWork Settings.

Settings are organized into tabs along the left sidebar. Each tab controls a different aspect of LiteWork.

Settings Tabs

Document Settings

Settings: Invoice and quote numbering, payment terms, default sections, and autosave. This is the first tab you see when opening settings.

Company & Branding

Company Details: Your business name, address, logo, timezone, and tax registration number. This information appears on all your documents.

Tax & Pricing

Tax Settings: Default tax rate (15% GST for NZ, 10% for AU), tax-inclusive or exclusive pricing, and Xero tax code mapping.

Terms & Conditions

Terms: Default terms and conditions for invoices and quotes. These appear at the bottom of your documents.

Quick Items

Quick Items: Saved line item templates for things you invoice frequently. See Using Quick Items.

Xero Integration

Xero Sync: Connect to Xero, manage your connection, and configure sync behavior. See Connecting to Xero.

Sync History: View the history of all Xero sync operations. See Sync History Dashboard.

Communication

Email: Configure how emails are sent, including default settings for the Xero payment link.

Payments

Payment: Connect Stripe to accept credit card payments from clients. See Setting Up Stripe Payments and Payment Integration.

Data Management

Import/Export: Import data from CSV files or export your data for backup.

Team Management

Team: Invite team members, manage roles, and view pending invitations. Control who has access to your organization and what they can do. See Managing Team Roles.

Billing & Subscription

Billing: View your subscription status, upgrade or downgrade plans, update payment methods, and access billing history. Only the organization Owner can access billing settings. See Subscription Plans.

Who Can Access Settings

Access to settings depends on your role:

Setting	Owner	Admin	Member	Viewer
Document Settings	Yes	Yes	No	No
Company Details	Yes	Yes	No	No
Tax Settings	Yes	Yes	No	No
Quick Items	Yes	Yes	Yes	No
Xero Sync	Yes	Yes	No	No
Team	Yes	Yes	No	No
Billing	Yes	No	No	No

Saving Changes

Click Save at the bottom of each tab. Changes take effect immediately for new documents. Existing documents keep their original settings.

Keyboard Shortcut

Press Cmd/Ctrl + , from anywhere in LiteWork to open Settings quickly.

Related Articles

• Document Settings — Numbering and defaults
• Company Details — Business information
• Tax Settings — GST and tax configuration
• Managing Your Subscription — Plans and billing
• Inviting Team Members — Team management