Getting started

Setup checklist

The order to set things up in, from an empty organisation to your first export invoice.

Invoices pull details from your masters, so set those up first. In order:

  1. Add your company: the exporting entity, with GSTIN, address and invoice defaults.
  2. Add bank accounts: one per currency you receive, with a default for each.
  3. Record the LUT for the current financial year, if you export without paying IGST.
  4. Upload branding: logo, signature and stamp for the printed invoice.
  5. Add clients: your overseas buyers, with address, country and currency.
  6. Add exchange rates for the currencies and dates you invoice in.
  7. Raise your first invoice.

Tip: Running more than one exporting entity? Repeat steps 1–4 for each company. Clients and exchange rates are shared across your organisation.

Then invite your team. See Users and roles.

Something unclear or out of date? Tell us.