# Setup checklist

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

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