Before you create your first invoice or estimate, you need three things in place: a company (the sender), at least one client (the recipient), and a product catalog (what you are billing for). This page covers all three so that when you open the invoice form, Paperlink can fill in the details for you.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.
Your company
Your company is the legal entity that appears on the issuer side of every invoice and estimate — your business name, address, bank details, and tax identifiers. Paperlink creates a My Company entry during onboarding. Open Companies from the sidebar to edit it or add additional companies. The company form has eight tabs:- Basic Information - company name and default currency.
- Contact Information - business phone and email.
- Address - street address, city, state, ZIP, and country.
- Legal & Registration - legal entity type, registration number, DBA name, and logo.
- Primary Banking - bank name, account number, IBAN, and SWIFT/BIC for wire transfers.
- Regional Banking Codes - routing number (US), sort code (UK), BSB (Australia), and Canadian transit/institution numbers.
- Correspondent Bank - intermediary bank details for international wires, if your bank requires them.
- Tax Information - Tax ID/EIN (US), VAT number (EU), ABN (Australia), GST number (Canada/India), and Individual Tax Number.
Clients
A client is the recipient of your invoices and estimates. Paperlink supports two client types: Company (a business or organization) and Individual (a person). Choose the right type when you create the client — you cannot change the type later.Business clients (Company type)
Use the Company type when your client is a registered business. The form has eight tabs and requires only Company Name to save, but you should fill in additional tabs so Paperlink can populate invoices correctly. Key fields for business clients:| Tab | Important fields |
|---|---|
| Basic Information | Company Name, Base Currency |
| Contact Information | Phone, Email |
| Address | Street, City, State, ZIP, Country |
| Legal & Registration | Legal Entity Type, Registration Number, DBA Name, Account ID |
| Primary Banking | Bank Name, Account Number, IBAN, SWIFT/BIC |
| Regional Banking Codes | Routing Number (US), Sort Code (UK), BSB (AU), Transit/Institution (CA) |
| Correspondent Bank | Intermediary bank details for international wires |
| Tax Information | Tax ID/EIN, VAT Number, ABN, GST Number |
The Account ID field is unique to clients and does not exist on companies. Use it to store a CRM reference, ERP code, or any external identifier you use to track this client in other systems.
Fill in the tabs
Enter the company name on the first tab, then fill in contact, address, banking, and tax details across the remaining tabs.
Individual clients
Use the Individual type when your client is a person — a freelancer, sole trader, or private customer. The form is simpler: six tabs instead of eight. What individual clients do not have:- No Address tab — individuals do not have a registered business address.
- No Legal & Registration tab — no legal entity type, registration number, DBA name, or Account ID.
Products and services
Your product catalog is a library of reusable line items. Add a product once, then select it from the catalog each time you create an invoice or estimate instead of re-entering the details every time. Paperlink supports four product types:| Type | Use for |
|---|---|
| PRODUCT | Physical goods you sell |
| SERVICE | Time-based or labor-based work |
| DIGITAL | Downloadable or digital items |
| SUBSCRIPTION | Recurring access or membership fees |
Add a product
Fill in the form
The form has five tabs: Basic Information, Pricing, Identification, Tax Information, and Inventory Management. Required fields are Product Name, Type, Unit of Measure, Unit Price, and Currency.
Product form details
Basic Information- Product Name - 2 to 100 characters. Appears on invoices and estimates.
- Description - optional notes about what the product or service includes.
- Type - Goods or Services. This determines which units of measure are available.
- Unit of Measure - for Goods: weight, volume, length, and packaging units. For Services: time-based units (hour, day, month) and service units (project, session, license).
- Category - optional label to organize your catalog.
- Unit Price - price per unit, accepts two decimal places.
- Currency - three-letter ISO code (USD, EUR, GBP, and others).
- SKU - your internal product code. Letters, numbers, hyphens, and underscores only.
- Barcode - an external barcode number, if you use one.
- Tax Rate (%) - a value between 0 and 100.
- Price includes tax - toggle on if the unit price already has tax built in. Leave off to add tax on top of the unit price.
- Track Inventory - toggle on to enable stock tracking. Two extra fields appear: Current Stock and Minimum Stock Level. Paperlink shows a warning when stock drops below the minimum.
How products work on invoices
When you select a product from the catalog while creating an invoice, Paperlink copies the product’s name, price, SKU, tax rate, and description into the line item. This is a snapshot — if you later edit the product in your catalog, existing invoices are not changed. Each invoice permanently stores the product details as they were at the time you added the line item.See also
Create an invoice
Use your clients and products to build and send an invoice
Create estimates
Send an estimate for approval before converting it to an invoice
Invoice and estimate statuses
Understand and customize the status workflow for invoices and estimates