Before you start
The Invoice Example used to create an Invoice is only available on the web. However, Pages made with the Invoice Example can be viewed and edited on mobile.
The Invoice Example in Pages is part of an open Beta program available to all Users. Currently, this is available on all Plans, but features and pricing are subject to change.
On the web
Log in to CompanyCam and open the Project you'd like to create an Invoice for.
Click on the Pages Tab and select + Create Page.
Within the drop-down menu, click on the Invoice option under the Start With An Example Header.
Once the Page has been created, you can use the editor to customize the layout of the Invoice. The editing tools are listed at the bottom of the Page. In order from left to right, they are:
Header Size
Bold
Italic
Underline
Checkbox
Bulleted List
Numbered List
Insert Link
Add Photos
Add Table
Insert Photo Blocks
Add Payment Request
Undo
Redo
After you've created your Invoice, you can share it with your client by clicking the Share Button at the top of the Page or export the Invoice to PDF by clicking Export PDF.
When you export a Page as a PDF, the Page will be saved as a Document within your Project automatically. This way, you can request Signatures for your Pages or sync your Pages to any integration that supports Document syncing.
Want to create a general Invoice to use across multiple Projects? Save it as a Pages Template!