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How to Create an Invoice Using Pages
How to Create an Invoice Using Pages

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

Updated yesterday

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

  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. Within the drop-down menu, click on the Invoice option under the Start With An Example Header.

  4. 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

  5. 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.

Want to create a general Invoice to use across multiple Projects? Save it as a Pages Template!

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