---
title: "Make your first invoice on iPhone or Android"
description: "Create an invoice on your phone with InvoiceStamp, step by step. Add your business, the client, line items and tax, pick a design, save and share the PDF."
url: https://docs.invoicestamp.com/getting-started/make-your-first-invoice
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.

# Make your first invoice on iPhone or Android

To make an invoice in InvoiceStamp, tap the **+** button and choose **Invoice**. Add your business details, pick or create the client, add what you're charging for, and choose a design. Tap **Save**: the button then turns into **Share**, which sends the invoice as a PDF through WhatsApp, Mail or any other app on your phone.

This guide follows one invoice from start to finish: a $150 web design job for a new client, with 4% tax.

## How do I start a new invoice?

1. Tap the round **+** button at the right of the tab bar. **What are we making?** opens.
2. Tap **Invoice** (Get paid). The editor opens on a new invoice, showing the number it will get.

![The What are we making? menu, with Quotation, Invoice and Sale Order buttons and Client and Product shortcuts](https://docs.invoicestamp.com/screenshots/create-menu.webp)

You can also tap **New Invoice** on the Home screen. **Quotation** and **Sale Order** open the same editor for those documents: see [Quotation, sale order or invoice](https://docs.invoicestamp.com/documents/quotation-sale-order-or-invoice).

## What is the tour that opens in the editor?

The first time you open the editor, a six-step tour points at each part of it: your business, the client, products or services, the design, **Preview** and **Save**. Tap **Next** to move through it and **Done** to close it, or tap **✕** to skip. It shows once on each phone, and the steps below cover the same ground.

![Tour step 1 of 6, Start with your business info, pointing at the business card](https://docs.invoicestamp.com/screenshots/tour-1-business.webp)

![Tour step 2 of 6, Add who you're billing, pointing at the Your Client card marked Required](https://docs.invoicestamp.com/screenshots/tour-2-client.webp)

![Tour step 3 of 6, Add products or services, pointing at the Products & Services card](https://docs.invoicestamp.com/screenshots/tour-3-items.webp)

## How do I add my business details?

The card with your logo and business name is what the invoice is **from**. It shows a green check once your business name is set, which the setup already did.

Tap it to add the rest of what a client expects to see: your address, email, phone and tax IDs. They're saved to your business profile and printed on every document. See [Your business profile](https://docs.invoicestamp.com/business-and-designs/business-profile) and [Show your tax IDs on invoices](https://docs.invoicestamp.com/business-and-designs/show-your-tax-ids).

## How do I add the client?

1. Tap **Your Client** (Add "Bill to" info). **Choose a client** lists the clients you've saved; it's empty the first time.
2. Tap **New**. Fill in the client's **Name** (the only required field), and their **Email**, **Phone**, **Address**, **Country** and [**Tax ID**](https://docs.invoicestamp.com/glossary#tax-id) if you want them on the invoice. **Load from Contacts** fills the form from your phone's contacts.
3. Tap **Save client**. The client is selected for this invoice and saved for the next one.

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

![The New client form filled in for John Doe, with email, phone, address, United States and a tax ID](https://docs.invoicestamp.com/screenshots/client-new-filled.webp)

**Additional Details** at the bottom of the form adds [legal identifiers](https://docs.invoicestamp.com/glossary#legal-identifier), a website and a fax number. See [Save and manage clients](https://docs.invoicestamp.com/clients-and-products/save-clients).

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

1. Tap **Products & Services**. With no items yet, you can **Type a custom line** for a one-off charge, or tap **Add product** to use a saved product.
2. The first time, **Add products** is empty: tap **Add your first product**. Enter the **Description** (here, *Web Design*), an optional **Note**, the **Price** and the [**Unit**](https://docs.invoicestamp.com/glossary#uom). Under **Default tax & discount**, set the tax this product usually carries: *4* %, [**Excl.**](https://docs.invoicestamp.com/glossary#tax-excluded-included) (added on top of the price).
3. Tap **Save Product**. Back in **Add products**, set the quantity with **−** and **+**, then tap **Add 1 item**.

![Products & Services with no items yet, offering Type a custom line and Add product](https://docs.invoicestamp.com/screenshots/items-empty.webp)

![The New product form for Web Design: price 150, unit Piece, tax 4 percent excluded](https://docs.invoicestamp.com/screenshots/product-new-filled.webp)

![Add products with Web Design selected at quantity 1, and an Add 1 item button showing 150.00 dollars](https://docs.invoicestamp.com/screenshots/products-picker.webp)

The list of [line items](https://docs.invoicestamp.com/glossary#line-item) now shows *Web Design*, 1 × $150.00, +$6.00 tax, and the [**Total due**](https://docs.invoicestamp.com/glossary#total-due) of $156.00 with "tax added on top". From here you can add more products, a **Custom** line or a [**Section**](https://docs.invoicestamp.com/glossary#section) heading, and a discount. Tap **Back** to return to the invoice.

![Line items with Web Design at 156.00 dollars, a subtotal of 150.00, tax of 4 percent excluded, and a total due of 156.00](https://docs.invoicestamp.com/screenshots/items-list.webp)

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) for everything this screen does.

## How do I check the number, dates and currency?

The top of the editor shows the invoice's total and its basics:

- **Number**: InvoiceStamp numbers each invoice in turn (*INV-0001* here) and confirms the number when you save. Tap the pencil to change the prefix, the next number or the length: see [Change how documents are numbered](https://docs.invoicestamp.com/business-and-designs/document-numbering).
- **Reference**: tap [**+ Reference**](https://docs.invoicestamp.com/glossary#reference) to add the client's purchase order or a contract number.
- [**Issue date**](https://docs.invoicestamp.com/glossary#issue-date) and [**Due date**](https://docs.invoicestamp.com/glossary#due-date): today and 30 days later to start with. Tap either one to pick another day, or use a shortcut such as **Net 14**.
- **Add Supply Date**: the date the work was done or the goods were delivered, when it differs from the issue date.
- **Currency**: the pill under the total (**USD** here). Tap it to bill this invoice in another currency.

![The top of the invoice editor: 156.00 dollars total, USD, number INV-0001, issue date October 21 and due date November 20, 2026](https://docs.invoicestamp.com/screenshots/editor-top.webp)

See [Fill in a document](https://docs.invoicestamp.com/documents/fill-in-a-document) and [Invoice a client in another currency](https://docs.invoicestamp.com/documents/invoice-in-another-currency).

## How do I choose how it looks?

The **Design** card shows the invoice's design and its style, here **Indigo** in **Periwinkle**. Tap the card to change the style or [accent color](https://docs.invoicestamp.com/glossary#accent-color), or **Choose another design**. Tap **Color** to set your brand color. See [Choose a design](https://docs.invoicestamp.com/business-and-designs/choose-a-design).

Under it, **Additional Options** adds a **Signature**, a payment **QR Code**, **Bank Info** and **Notes & Terms**. They're optional: see [Add a signature, QR code, bank details and notes](https://docs.invoicestamp.com/documents/signature-qr-code-bank-details).

![The Design card showing Indigo in Periwinkle with a Color button, and Additional Options collapsed](https://docs.invoicestamp.com/screenshots/editor-design.webp)

![Additional Options showing 2 of 4 added: Signature and QR Code switched on, Bank Info and Notes & Terms not added](https://docs.invoicestamp.com/screenshots/editor-options-added.webp)

## How do I preview and save the invoice?

1. Tap **Preview** to see the invoice exactly as your client will. Tap the page to see it full size.
2. Tap **Save Invoice** in the preview, or **Save** in the editor.

![The invoice preview: INV-0001 for John Doe, Web Design 150 dollars, VAT 4 percent excluded, grand total 156 dollars, with a signature, and a Save Invoice button](https://docs.invoicestamp.com/screenshots/preview.webp)

Until the invoice has everything it needs, the buttons are dimmed and a hint above them says what's missing, such as **Add client details to continue** or **Give item 1 a price to continue**. Tap the button and the editor scrolls to that part. An invoice needs your business name, a client and at least one line with a name and a price.

## How do I send the invoice to my client?

1. Once the invoice is saved, the **Save** button reads **Share**. (If you change anything, it reads **Save** again until you save the change.) Tap **Share**.
2. **Preparing to share** shows while InvoiceStamp makes the PDF, usually for a few seconds. Then your phone's share sheet opens with *InvoiceStamp-INV-0001.pdf*.
3. Choose how to send it: WhatsApp, Mail, Messages, AirDrop, or **Save to Files** to keep a copy.

![The editor after saving, with the Save button now reading Share](https://docs.invoicestamp.com/screenshots/editor-share.webp)

![Preparing to share: Preparing your invoice, generating a PDF to share](https://docs.invoicestamp.com/screenshots/share-preparing.webp)

> **InvoiceStamp doesn't email your client for you**
>
> The invoice goes out from the app you choose in the share sheet, from your own account. See [Share an invoice PDF](https://docs.invoicestamp.com/documents/share-an-invoice-pdf).

## What should I do when the client pays?

Open the invoice in **Documents** and tap **Payment** to mark it paid, in full or in part. See [Record a payment](https://docs.invoicestamp.com/payments/record-a-payment).