Clients
Invoices
Agreements sent for signature
Client details
The basics — you can leave anything blank and fill it in later.
Which services is this client getting?
Select everything that applies — this decides pricing, pilot eligibility, and which intake checklist sections are included.
Pilot or paid build?
Foundation-only selections can go on the free 3-day pilot. Anything with Intelligence, Business, or Enterprise services is a paid build automatically.
Free 3-day pilot (Foundation only)
Which documents do you need right now?
Tap any document below to toggle it — select just one, a few, or all six.
Review before anything is generated
Nothing has been created yet. Check this over, then confirm.
Client
Services selected
Payment path
Documents to generate
Data that will be sent to the generator
Documents generated
Nothing else has happened — no emails sent, no accounts changed. Download the files below.
Invoices
Every invoice generated by this system. Marking one paid also updates the archived copy in the Google Sheets index (when the n8n connection is on).
| Number | Business | Milestone | Amount | Status | Created |
|---|
Find archived documents
Searches the archive index (agreements + invoices stored by n8n). Leave everything blank and search to list the latest records.
| Number | Type | Business | Status | Archived | File |
|---|
n8n connection
Where archived agreements + invoices are sent. The token is stored server-side only — the browser never gets it back, just whether one is saved.
DocuSeal e-signature
Self-hosted e-signature for the Service Agreement. The API key is stored server-side only — the browser never gets it back, just whether one is saved.
Email sign-in codes (2FA)
When set, admin sign-in requires a 6-digit code emailed to corelinkexperts@gmail.com. Reuse the same Gmail App Password DocuSeal uses. The password is stored server-side only — never shown back. Leave blank to keep sign-in password-only.
Business identity & compliance
Feeds the invoice renderer and the legal pages. Unknown fields stay "PENDING" until filled in — never guessed.
GST
GST-registered — turns on GSTIN/HSN/tax invoicing everywhere. Leave off until real registration is complete.
LUT filed — required before zero-rated export invoices can be issued.
Domestic bank details
Optional — shown on invoices as a bank-transfer fallback. Most clients pay via the Cashfree link/checkout instead, so this can stay blank. Account number, IFSC, and UPI ID are stored server-side only and never shown back here once saved.
Payments policy
What the payment portal reads to decide which currencies it can accept. Domestic (INR via Cashfree) stays on regardless.
International collection enabled — leave off until Cashfree international is activated on the account.
Recurring auto-debit — reserved for Phase 2, not built yet.
International banking
International settlement account set up
Slot booking fee (website)
What someone pays on the website to reserve a build slot. This is not a service price — it's one flat fee, credited against their first real invoice. The website refuses to charge while this is off or the amount is blank, so nothing can go out with a guessed figure.
Slot booking enabled — leave off until the amount below is set.
A flat non-refundable fee is legally risky in India (Consumer Protection Act 2019 s.2(34), and 2026 rulings against one-sided non-refundable terms). Whatever you set here is shown to the customer before they pay, and must match the published Refund & Cancellation Policy page.
Credited against the client's first invoice
Vendor GST tracking (internal)
Not client-facing, not used in any calculation — just a visibility record of which of the business's own SaaS vendors charge Indian GST, for the owner or a CA to review.
Change admin password
Requires your current password, and — once email sign-in is set up above — a confirmation code sent to the admin inbox before it takes effect.