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How to Create an Invoice Using Pages

Need to create an Invoice for your client? Our Pages feature can help!

Updated this week

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 a Beta program. Right now, this is available to Users on the Premium and Elite plans, but features and pricing are subject to change.

On the web

  1. Log in to CompanyCam and open the Project you'd like to create an Invoice for.

  2. Click on the Pages Tab and select + Create Page.

  3. From the dropdown menu, choose Use a Template.

  4. Within the Example Templates Tab, choose one of the available pre-made Invoice Example Templates.

  5. After you've selected an Invoice Example, a Template Preview will be available. Click Use Template to add it to your Project.

  6. 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

    • Use Text Snippets

    • Insert Link

    • Add Photos

    • Add Table

    • Insert Photo Blocks

    • Add Payment Request

    • Undo

    • Redo

  7. 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!

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