Help Center
User Guide
Everything you need to know to make the most of Papilio.
Clients
The Clients module is the master database for all client records. It is the foundation — every service, document, timesheet entry, and invoice is ultimately linked to a client.
Adding a Client
Click Add Client and fill in all relevant fields:
- Constitution — Entity type (Individual, Company, LLP, Partnership, etc.).
- PAN / TAN / GST Numbers — Statutory identifiers for the client.
- Contact Details — Primary contact name, phone, and email.
- Address — Registered office or business address.
- Tags — Custom tags for filtering and categorisation.
Client Organisations (Group Companies)
Group related entities under a parent company to manage conglomerates and family business groups hierarchically. Services and reports can be filtered by group.
Bulk Upload / Download
- Download the CSV template from the Clients module and fill in client data.
- The Internal ID column is critical — it must be present to update existing records without creating duplicates.
- Use Download to export the full client list for backup or offline editing.