8 guides covering the whole workflow, from adding a client to getting the invoice paid, plus the Indian tax and contract rules behind each step.
Getting started
How to use Retainer — The whole Retainer workflow: add a client, send a proposal, turn it into an e-signed contract, raise a GST/TDS invoice, and collect over UPI.
Proposals & contracts
Sending a proposal — How to write and send a proposal: scope, pricing, what your client sees, and how an approved one becomes the contract without retyping the scope.
E-signed contracts in India — How electronic signatures work under the IT Act, 2000, which documents are excluded, and what an audit trail needs to contain to hold up if challenged.
Invoicing & tax
Raising a GST invoice — What a GST invoice must contain, when it is CGST and SGST versus IGST, and the invoice numbering rule that trips people up at filing time.
TDS on your invoices — Why your client pays less than you invoiced, the Section 194J rates and threshold, and how to reconcile the deduction against Form 26AS.
Getting paid
Getting paid on time — UPI links, automatic reminders, and the MSMED 45-day rule that gives registered suppliers statutory interest when an invoice goes past due.
Clients & portal
The white-label client portal — One private link where your client approves proposals, signs contracts and pays invoices. Your branding, no client login, nothing to install.
Working with your CA — Share a read-only link with your accountant instead of spreadsheets: GSTR-1 export, a TDS ledger by section and quarter, and filing-ready invoices.