How to Align CoreBase with Your Exact Business Workflow
Flip through our interactive serial-wise notebook playbook below. Each chapter details the exact setup configurations, serial checklist, business impact, and live UI module previews required for seamless execution.
Serial Index / Table of Contents
Firm Profile, Branding & System Settings
Setting up your organization credentials, tax profile, and default invoice templates.
Upload Firm Logo & Legal Name
Configures brand identity on all client invoices & portal headers.
GSTIN & SAC/HSN Code Assignment
Ensures 100% tax compliance calculation (CGST/SGST/IGST).
Select Default Document Theme
Choose between Modern, Classic, or Compact PDF invoice layouts.
Configure UPI QR & Bank Settlement
Generates dynamic UPI QR codes (merchant@upi) on every invoice.
Gmail & SMTP Integration (Live)
Connect your Gmail/Google Workspace or custom SMTP credentials for automated email dispatches & client communication sync.
Role-Based Permissions (RBAC)
Set Sales Executive vs Manager access limits for data security.
Establishes enterprise credibility, custom branding, and compliance readiness from Day 1.
Connect with Us to Understand More & Book a Live Guided Demo
Fill in your details below. Our product specialists will reach out via email & phone to provision your firm's dedicated demo portal with custom GST invoice layouts, lead workflows, and WhatsApp integration.