# InvoiceStamp Help Center

> Step-by-step guides for the InvoiceStamp app on iPhone and Android: invoices, quotations and sale orders, clients and products, designs, payments, your subscription and your account.

Every page describes InvoiceStamp 1.1.0 on iPhone and Android, step by step, with descriptions of the app's screens. The app is the same on both.

How to read this help center:

- Each page below links to its Markdown. A page's address followed by /index.md, or the address requested with `Accept: text/markdown`, returns the same Markdown.
- Every page in one file: https://docs.invoicestamp.com/llms-full.txt
- MCP server, with tools to search the pages, read one and list them all: https://docs.invoicestamp.com/mcp (Streamable HTTP, no authentication)
- InvoiceStamp itself, its pricing and its legal pages: https://invoicestamp.com (see https://invoicestamp.com/llms.txt). Support: contact@invoicestamp.com.

## Getting started

- [Getting started](https://docs.invoicestamp.com/getting-started/index.md): New to InvoiceStamp? Set the app up on your phone, learn the four tabs and the + button, and make and share your first invoice in a few minutes.
- [Make your first invoice on iPhone or Android](https://docs.invoicestamp.com/getting-started/make-your-first-invoice/index.md): 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.
- [Set up InvoiceStamp on your phone](https://docs.invoicestamp.com/getting-started/set-up-invoicestamp/index.md): The first time you open InvoiceStamp, a short setup asks your business name, logo and currency, shows your first design, then takes you to the plans.
- [Find your way around InvoiceStamp](https://docs.invoicestamp.com/getting-started/find-your-way-around/index.md): A quick tour of InvoiceStamp on your phone. What the Home, Designs, Documents and Profile tabs hold, and what the + button makes, including when it shows a pen.
- [Sign in, verify your email and reset a password](https://docs.invoicestamp.com/getting-started/sign-in-and-passwords/index.md): 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.

## Documents

- [Documents](https://docs.invoicestamp.com/documents/index.md): Make invoices, quotations and sale orders in one editor, add line items with tax and discounts, share the PDF, and find and manage what you've saved.
- [Quotation, sale order or invoice: which to send](https://docs.invoicestamp.com/documents/quotation-sale-order-or-invoice/index.md): 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.
- [Fill in a document, section by section](https://docs.invoicestamp.com/documents/fill-in-a-document/index.md): 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.
- [Add line items to a document](https://docs.invoicestamp.com/documents/add-line-items/index.md): Add saved products, one-off custom lines and section headings to an InvoiceStamp document, then edit, reorder, select and delete them on the items screen.
- [Add tax and discounts](https://docs.invoicestamp.com/documents/tax-and-discounts/index.md): Add tax on top of your prices or include it in them, and take a percentage or an amount off, on every line or one at a time. How the total is worked out.
- [Invoice a client in another currency](https://docs.invoicestamp.com/documents/invoice-in-another-currency/index.md): Bill a client in their own currency with InvoiceStamp. Pick any of 152 currencies for one document. What changes on the PDF, and why amounts aren't converted.
- [Add a signature, QR code, bank details and notes](https://docs.invoicestamp.com/documents/signature-qr-code-bank-details/index.md): Use the editor's Additional Options to add your signature, a payment QR code, bank details and notes to a document, and switch each one off per document.
- [Share an invoice PDF](https://docs.invoicestamp.com/documents/share-an-invoice-pdf/index.md): Send an InvoiceStamp invoice, quotation or sale order as a PDF through WhatsApp, Mail or any app on your phone, or download it to keep a copy on the phone.
- [Find and manage your documents](https://docs.invoicestamp.com/documents/manage-your-documents/index.md): Use the InvoiceStamp Documents tab to find a quotation, sale order or invoice by client or number, sort and filter the list, then edit, share or delete it.

## Payments & totals

- [Payments and totals](https://docs.invoicestamp.com/payments/index.md): Mark InvoiceStamp invoices as paid in full or in part, undo a payment, and read the totals on the Home screen by document type, period and currency.
- [Record a full or partial payment](https://docs.invoicestamp.com/payments/record-a-payment/index.md): Mark an InvoiceStamp invoice as paid, in full or in part, note how you were paid and undo a payment. How Unpaid, Partial, Paid and Overdue are worked out.
- [Read your totals on the Home screen](https://docs.invoicestamp.com/payments/home-screen-totals/index.md): What the InvoiceStamp Home card adds up, how to switch between invoices, quotations and sale orders and between periods, and what Recent Documents shows.

## Clients & products

- [Clients and products](https://docs.invoicestamp.com/clients-and-products/index.md): Save the clients you bill and the products and services you sell in InvoiceStamp, then add them to any invoice, quotation or sale order in a single tap.
- [Save and manage clients](https://docs.invoicestamp.com/clients-and-products/save-clients/index.md): Add clients to InvoiceStamp by hand or from your phone's contacts, with their tax ID and legal identifiers, then find, edit, archive or delete them later.
- [Save products and services](https://docs.invoicestamp.com/clients-and-products/save-products/index.md): Save what you sell in InvoiceStamp with its price, unit, default tax and discount and a picture, add it to documents in a tap, and edit, archive or delete it.

## Your business & designs

- [Your business & designs](https://docs.invoicestamp.com/business-and-designs/index.md): Set up what every InvoiceStamp document says about you and how it looks, from your business details, logo, tax IDs and signature to designs and numbering.
- [Edit your business profile](https://docs.invoicestamp.com/business-and-designs/business-profile/index.md): Add your business name, logo, address, email, phone, country and tax ID in InvoiceStamp, and see how these details print on every document you make.
- [Add your logo, brand color and signature](https://docs.invoicestamp.com/business-and-designs/logo-color-and-signature/index.md): Put your logo on every InvoiceStamp document, set the brand color your design uses, and add a drawn, typed or uploaded signature that prints above the line.
- [Show your tax IDs on invoices](https://docs.invoicestamp.com/business-and-designs/show-your-tax-ids/index.md): Print your tax ID, VAT, ICE, SIRET, EIN, ABN and other legal identifiers on InvoiceStamp documents, along with your client's, and see where each one appears.
- [Choose a design and color](https://docs.invoicestamp.com/business-and-designs/choose-a-design/index.md): Browse InvoiceStamp's invoice designs, search and favorite them, preview their sample pages and styles, pick an accent color, and use one for your documents.
- [Change how documents are numbered](https://docs.invoicestamp.com/business-and-designs/document-numbering/index.md): Set the prefix, next number, suffix and number length for invoices, quotations and sale orders in InvoiceStamp, and see why numbers are never reused.
- [Set your default currency](https://docs.invoicestamp.com/business-and-designs/default-currency/index.md): Choose the currency your new InvoiceStamp documents start in, from 152 currencies, and learn why you set it again on your phone after you sign out.

## Account & settings

- [Account & settings](https://docs.invoicestamp.com/account/index.md): Manage your InvoiceStamp subscription, notifications, emails and app settings, get help from the team, fix common problems, or delete your account for good.
- [Manage your InvoiceStamp subscription](https://docs.invoicestamp.com/account/your-subscription/index.md): InvoiceStamp's monthly and yearly plans, the free trial, switching plans, cancelling in the App Store or Google Play, refunds, and what happens when plans end.
- [Notifications and emails from InvoiceStamp](https://docs.invoicestamp.com/account/notifications-and-emails/index.md): What InvoiceStamp notifies you about on your phone, how to read and clear the Notifications screen, which emails it sends, and how to choose what you get.
- [Change InvoiceStamp's settings](https://docs.invoicestamp.com/account/app-settings/index.md): Switch InvoiceStamp to dark mode, choose where downloaded PDFs are saved, find the terms and app version, and see what signing out clears from your phone.
- [Contact InvoiceStamp support](https://docs.invoicestamp.com/account/get-help/index.md): Reach the InvoiceStamp team by email or through the contact form, what to include so we can help quickly, and the current state of Send a Ticket in the app.
- [Delete your InvoiceStamp account](https://docs.invoicestamp.com/account/delete-your-account/index.md): How to permanently delete your InvoiceStamp account from the app, what is erased and what is kept, and why you should cancel your subscription first.
- [Fix common problems in InvoiceStamp](https://docs.invoicestamp.com/account/troubleshooting/index.md): What the InvoiceStamp app's messages mean and what to do, from You're Offline and PDF errors to sign-in, update, save folder and contacts permission problems.

## More

- [Get help from an AI assistant](https://docs.invoicestamp.com/ai-assistants/index.md): Ask ChatGPT, Claude or another AI assistant about InvoiceStamp with the help center as its source, one page at a time or connected to every guide.
- [Glossary of invoicing terms](https://docs.invoicestamp.com/glossary/index.md): What tax ID, unit price, unit of measure, supply date, IBAN and the other invoicing terms in InvoiceStamp mean, and where you'll meet each one in the app.