Documents
Last updated · InvoiceStamp 1.1.0 for iPhone and Android
InvoiceStamp makes three kinds of document: quotations, sale orders and invoices. All three use the same editor, from the client and line items to the design and the PDF. These guides go through the editor section by section, then cover tax, currencies, the optional extras, sharing the PDF and the Documents tab where everything you save is kept.
Quotation, sale order or invoice
What each document is for, and which one to send.
Fill in a document
The editor from top to bottom: number, dates, business, client, design.
Add line items
Saved products, one-off lines, section headings, units and reordering.
Add tax and discounts
Tax added on top or included in prices, discounts in percent or amount.
Invoice in another currency
Bill a client in any of 152 currencies, one document at a time.
Signature, QR code, bank details and notes
The four Additional Options and how to show or hide them.
Share an invoice PDF
Send the PDF through any app, or save it to Files.
Manage your documents
Search, sort, filter, edit and delete what you've saved.
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Sign in, verify your email and reset a password
Sign in to InvoiceStamp with Apple, Google or email. How to verify a new email account, reset a forgotten password and get back in after a sign-out.
Quotation, sale order or invoice: which to send
A quotation prices the job, a sale order confirms it and an invoice asks to be paid. How the three InvoiceStamp documents differ, and when to send each one.