The first time you sign in to Paperlink, the platform builds a complete workspace for you before your dashboard even loads. You do not see a setup wizard or a blank screen - you land on a workspace that is already organized and ready to use. Everything Paperlink creates is editable, so you can replace the defaults with your real business information at any pace.Documentation Index
Fetch the complete documentation index at: https://developers.paperlink.online/llms.txt
Use this file to discover all available pages before exploring further.
What Paperlink creates for you
Here is everything that exists in your workspace from the moment you sign in:| Item | Default name | What it is |
|---|---|---|
| Team | My Team | Your workspace container - all data lives here |
| Company | My Company | Your business identity for invoices and estimates |
| Client | My First Client | A sample client to send your first invoice to |
| Product | Web Development | A sample service line item at $10/hour |
| Company account | linked to My Company | Business financial account for income tracking |
| Personal account | My Personal Account | A personal cash account for everyday expenses |
| Document statuses | Draft, Sent, Viewed… | 11 statuses across invoices and estimates |
| Categories | Housing, Marketing, Payroll… | A full tree of income and expense categories |
Your team
Paperlink organizes all your data under a team. Think of it as your workspace container - every invoice, document, client, product, and financial account belongs to a team. Your first team is called My Team and runs on the Free plan. You are the Owner, which gives you full control over settings, members, and billing. The default currency is USD. The Free plan lets you explore every feature in Paperlink. When your business grows, you can upgrade to unlock higher limits on documents, clients, and team members from Settings > Subscription.Your company
A company is the legal entity that appears on your invoices and estimates - your business name, address, logo, and tax details. Your workspace starts with one company called My Company. Paperlink also creates a bank account linked to this company. When you send invoices and record payments, the money flows into this account.You can create multiple companies under one team. Freelancers with a side business, agencies with multiple brands, and consultants operating under different legal entities can manage everything from a single workspace.
Your sample client and product
Client - My First Client: A placeholder you can update with a real client’s name, email, address, and tax details. Clients in Paperlink store the billing information you need when creating invoices and estimates. Product - Web Development ($10/hour): A reusable line item you can add to any invoice or estimate without typing the same description every time. Update the name, rate, and unit of measure to reflect what you actually sell. You can create as many products as you need.Financial accounts
Two financial accounts are ready from day one:- Company bank account - linked to My Company, tracks business income and expenses
- My Personal Account - a personal cash account, kept separate from your company finances
Document statuses
Paperlink tracks your invoices and estimates through a status pipeline. Both document types get their own set of statuses, created automatically: Invoice statuses:- Draft - work in progress, not yet sent to the client
- Sent - delivered to the client
- Viewed - the client opened the document
- Overdue - past the due date without payment
- Rejected - the client declined
- Paid - payment received
- Draft - work in progress
- Sent - delivered to the client
- Viewed - the client opened the estimate
- Rejected - the client declined
- Accepted - the client approved the estimate
Expense and income categories
Paperlink creates a full category tree for organizing your transactions. Categories are hierarchical - up to three levels deep - so you can track spending at whatever granularity suits your business. Expense categories include:- Office and workspace (rent, furniture, supplies)
- Marketing and advertising (digital ads, print, PR)
- Professional services (legal, accounting, consulting)
- Software and subscriptions (SaaS tools, licenses)
- Payroll and contractors (salaries, freelancer payments)
- Transportation and vehicle (fuel, maintenance, parking)
- Business revenue (product sales, service income)
- Investment income (dividends, interest, capital gains)
- Rental income
- Royalties and licensing
What to customize first
Your workspace is ready to use, but a few quick updates will make everything feel like yours:Rename your company
Open My Company and enter your real business name, address, and logo. This information appears on every invoice and estimate you send.
Update the sample client
Open My First Client and replace the placeholder details with a real client’s name, email, and billing address.
Edit the sample product
Open the Web Development product and change the name, rate, and unit to match what you actually sell. You can also create additional products from the product catalog.
Related pages
Sign in to Paperlink
How to sign in with Google, LinkedIn, or Telegram
Create an invoice
Build your first invoice with line items and send it as a PDF
Clients and products
Manage your client list and reusable product catalog
Financial accounts
Set up and manage bank, cash, and other financial accounts
Invoicing statuses
Customize the status pipeline for invoices and estimates
Team members
Invite colleagues and assign roles in your team