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Your First Workspace - What PaperLink Creates for You

After your first sign-in, PaperLink sets up a ready-to-use workspace with a team, company, client, product, financial accounts, and expense categories.

6 min read

Your First Workspace - What PaperLink Creates for You

Accounting

Add a Business Client

Add a business client in PaperLink - company name, contact details, address, banking, and tax IDs. This info appears on your invoices and estimates.

4 min read

Accounting

Add an Individual Client

Add an individual client in PaperLink - name, email, banking, and tax IDs. Use this for freelancers, sole traders, and personal clients.

3 min read