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Creating an Invoice Using Pages

Learn how to create an Invoice for a client by using a Page in CompanyCam.

Pages let you build a custom Invoice right inside a Project, so you can bill a client without leaving CompanyCam. Start from a pre-made Invoice template, customize it to match the job, then share it or export it as a PDF.

This feature is available on select plans.

On the web

  1. Open a Project you want to create an Invoice for.

  2. Click the Documents Tab.

  3. Select + Create and Create Page.

  4. Click More Templates on the blank Page that generates.

  5. Type "invoice" in the search bar and select one of the pre-made Invoice Example Templates.

  6. Click the Template name to review, then select Use Template to add it to your Project.

  7. Customize the Invoice using the editing tools at the top of the Page: header size, bold, italic, underline, color, checkbox, bulleted list, numbered list, text snippets, insert link, add photos, add table, undo, and redo.

  8. Click Share at the top of the Page to send the Invoice to your client, or click Export PDF to download it.

Note: Exporting a Page as a PDF automatically saves it as a separate File in your Project. That means you can request signatures on it or sync it to any integration that supports Document syncing.

In the app

  1. Open a Project you'd like to create an Invoice for.

  2. Tap Documents.

  3. Tap the + Icon, then select Page.

  4. Tap More Templates on the blank Page that generates.

  5. Type "invoice" in the search bar and select one of the pre-made Invoice Example Templates.

  6. Tap the Template name to review, then select Use to add it to your Project.

  7. Tap into the Invoice to customize it using the editing tools above your device's keyboard.

  8. Slide the editing toolbar to the left to access additional tools.

  9. Tap the Share Icon at the top of the Page to Share Link to your client, or tap Export PDF to download it.

FAQs

Can I collect payment through an Invoice created with Pages?

Invoice Pages are documents, not a payment tool. To collect payment from a client, check out our Payments feature instead.

Can I edit an Invoice after I've created it?

Yes, an Invoice Page can be edited at any time. If you've already shared the link or exported it as a PDF, re-share or re-export it after making changes so your client sees the latest version.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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