---
title: "Fill in a document, section by section"
description: "Every part of the InvoiceStamp editor, top to bottom. Number and reference, dates, your business, the client, items, design and extras, then saving your work."
url: https://docs.invoicestamp.com/documents/fill-in-a-document
last_updated: 2026-10-21
app: InvoiceStamp 1.1.0 for iPhone and Android
---

> InvoiceStamp Help Center: step-by-step guides for the InvoiceStamp app on iPhone and Android.
> Fetch the complete index of help pages at https://docs.invoicestamp.com/llms.txt to find the other pages you need before answering.

# Fill in a document, section by section

The editor fills in from top to bottom: the number and dates, your business, the client, the [line items](https://docs.invoicestamp.com/glossary#line-item), the design and four optional extras. Your business name, a client and at least one item with a price are required; the rest is optional. Tap **Save** when you're done: until then, the draft stays on your phone.

## What's at the top of the editor?

The header card shows the document's type and total, with the amount before tax and the tax under it (*150.00 $ net • +6.00 $ tax*). The cloud icon beside the type shows whether the document is saved to your account yet.

- **Currency**: the pill under the total, such as **USD**. Tap it to choose this document's currency: see [Invoice a client in another currency](https://docs.invoicestamp.com/documents/invoice-in-another-currency).
- **Number**: the document's number, such as *#INV-0001*. Tap the pencil to open **Document Numbering**, where you set the prefix, the next number, a suffix and the number's length for this type. There's no field to type a one-off number.
- **Reference**: tap [**+ Reference**](https://docs.invoicestamp.com/glossary#reference) to add a purchase order, contract or job number (for example *PO-9988*). It's printed on the PDF. Tap **✕** to remove it.

![The top of the editor: INVOICE with 156.00 dollars, 150.00 net and 6.00 tax, a USD pill, number INV-0001 with a pencil, a Reference button, and issue and due dates](https://docs.invoicestamp.com/screenshots/editor-top.webp)

If the document isn't saved yet, new numbering settings renumber it straight away. Once it's saved, the sheet tells you the change applies to the next one. See [Document numbering](https://docs.invoicestamp.com/business-and-designs/document-numbering).

## How do I set the issue and due dates?

A new document is dated today, with a [due date](https://docs.invoicestamp.com/glossary#due-date) 30 days later. To change either one:

1. Tap [**Issue date**](https://docs.invoicestamp.com/glossary#issue-date) or **Due date**. A calendar opens.
2. Pick a day, or use a shortcut. For the issue date: **Today**, **Tomorrow**, **+7 Days**, **+14 Days** and **+30 Days**. For the due date: **Same day**, **Net 7**, **Net 14**, **Net 30** and **Net 60**, counted from the issue date.
3. Tap **Confirm**. To leave a document without a due date, tap **Clear** instead.

If you move the issue date past the due date, the card warns **Due date is before the issue date**. Tap **Due on receipt** to set the due date to the issue date, or pick another day.

From the day after its due date, an invoice that isn't fully paid is flagged in your lists: [**Overdue**](https://docs.invoicestamp.com/glossary#overdue) when nothing is paid, or the amount still due in red when it's partly paid.

## What is the supply date?

The [supply date](https://docs.invoicestamp.com/glossary#supply-date) is the day you delivered the goods or did the work, which some tax authorities call the tax point. You only need it when it differs from the issue date. Tap **+ Add Supply Date**: a **Supply date** row appears, set to the issue date, and you can change it like the others. Tap **✕** to remove it.

## How do I add my business details?

The first card is your business: your logo and name, with your email and [tax ID](https://docs.invoicestamp.com/glossary#tax-id) once you've added them. It shows **Required** until your business has a name.

Tap it to open **Business Details**: your logo, [**Trading Name**](https://docs.invoicestamp.com/glossary#trading-name), **Email**, **Phone**, **Address**, **Country** and **Tax ID**, and under **Additional Details** your [legal identifiers](https://docs.invoicestamp.com/glossary#legal-identifier), website and fax. There's no Save button: your changes are saved when you go back.

These details are your business profile, shared by every document. Change them, and documents you've already saved show the new details the next time their PDF is made. See [Your business profile](https://docs.invoicestamp.com/business-and-designs/business-profile).

## How do I choose the client?

1. Tap **Your Client** (Add "Bill to" info). **Choose a client** lists your saved clients; search them by name, email or phone.
2. Tap a client to put them on the document. For someone new, tap **New**, fill in at least the **Name**, and tap **Save client**: they're added to the document and to your saved clients.

![Choose a client, with No saved clients yet and a New button at the top right](https://docs.invoicestamp.com/screenshots/client-picker-empty.webp)

![The New client form with name, email, phone, address, country and tax ID filled in, and a Save client button](https://docs.invoicestamp.com/screenshots/client-new-filled.webp)

Once a client is chosen, tap the card again to **Edit** their details, **Change client**, or **Remove from invoice**. Editing a saved client updates every document they're on, the next time its PDF is made. See [Save and manage clients](https://docs.invoicestamp.com/clients-and-products/save-clients).

## How do I add what I'm charging for?

Tap **Products & Services**. The card reads **0 items** and **Required** until you add one; afterwards it lists your items with their prices. See [Add line items](https://docs.invoicestamp.com/documents/add-line-items) and [Add tax and discounts](https://docs.invoicestamp.com/documents/tax-and-discounts).

## How do I change the design and color?

The **Design** card shows the design and style, such as **Indigo** and **Periwinkle**. Tap the card to change the style or [accent color](https://docs.invoicestamp.com/glossary#accent-color), or tap **Choose another design** to browse them all. Tap **Color** to set your brand color. See [Choose a design and color](https://docs.invoicestamp.com/business-and-designs/choose-a-design).

## What are the Additional Options?

**Additional Options** holds four extras: **Signature**, **QR Code**, **Bank Info** and **Notes & Terms**. Each has its own switch, so you can hide it on one document without deleting it. See [Add a signature, QR code, bank details and notes](https://docs.invoicestamp.com/documents/signature-qr-code-bank-details).

![The Design card with Indigo and Periwinkle and a Color button, above Additional Options for signature, QR, bank info and notes](https://docs.invoicestamp.com/screenshots/editor-design.webp)

![Additional Options opened, with Signature, QR Code, Bank Info and Notes & Terms each marked Not added and an Add button](https://docs.invoicestamp.com/screenshots/editor-additional-options.webp)

## What does the editor need before I can save?

Three things: your business name, a client, and at least one item with both a name and a price above zero. Until they're there, **Preview** and **Save** are dimmed. Tap either one: the editor scrolls to what's missing, and a hint above the buttons says what to do:

| Hint | What to add |
| --- | --- |
| Add business info to continue | Your business name, on the first card |
| Add client details to continue | A client, on the **Your Client** card |
| Add a product or service to continue | At least one item |
| Give item 2 a name to continue | A name for that line |
| Give item 2 a price to continue | A price above zero for that line |

## What happens when I tap Save?

The document is saved to your account, the cloud icon shows it's saved, and the button changes to **Share**. Make another change and it reads **Save** again.

A saved document stays editable: open it from **Documents** and tap **Edit**. There's no draft or final status to switch between, so save as often as you like. If saving fails, the app shows **Failed to save document** or a more specific message: check your connection and tap **Save** again.

![The editor after saving: the Design card, Additional Options with 2 of 4 added, and the Save button now reading Share](https://docs.invoicestamp.com/screenshots/editor-share.webp)

## What happens to a document I haven't saved?

Your draft is kept on your phone as you type, even if you close the app, but it isn't in your account until you tap **Save**. You can switch tabs and come back: while a draft is open, the **+** button in the tab bar shows a pen, and tapping it returns to the editor.

If you start a new document or open another one while the draft has unsaved changes, the app asks first:

- **New invoice**: "You have unsaved changes on your current document. Starting a new one will clear them." Tap **Clear and start new** or **Keep editing**.
- **Edit** a saved document from **Documents**: "You have unsaved changes on your current document. Opening this one will clear them." Tap **Clear and open** or **Keep editing**.

A new document starts with the same design, color, currency, notes, terms and QR code as the one before, so you don't set them up each time.