Shipping and References

Both shipping addresses and reference numbers are optional fields you can add to invoices and quotes when needed.

Reference Numbers

A reference number links your invoice to your client’s purchase order, job number, or internal tracking system. Click + Add Reference to show the field.

Many corporate clients require a PO number on invoices for payment processing. If your client gives you a purchase order number, enter it here exactly as they provided it.

Reference numbers sync to Xero and appear on printed invoices.

Shipping Information

When delivering physical products to an address different from the billing address, click + Add Shipping to add delivery details.

Enter the contact name, full address, and phone number. Including a phone number helps delivery drivers coordinate if there are access issues.

For service-based invoices or digital products, you typically don’t need shipping information.

Making These Fields Default

If you frequently need these fields, go to LiteWork Settings → Preferences and enable “Show reference field by default” or “Show shipping section by default”. All new documents will include these fields.

Removing Fields

Click the X or “Remove” button next to either section to hide it. The data is cleared from that document.