Invoices let you bill customers and track payments through to deposit. This article covers how to view invoice statuses in CompanyCam and how to access your payout information through Stripe.
Accessing Invoices and payout information is only available on the web app.
View Invoices
Note: Only Admin and Manager roles can view all invoices and payout information.
Click Sales in the left-hand navigation menu.
Click Invoices.
You'll see all invoices across your Projects, along with each one's status, amount, and payment method.
Understand Invoice Statuses
Each invoice displays a status so you always know where things stand:
Draft: The invoice was created but hasn't been sent to the customer yet. You can still edit it.
Published (Open): The invoice has been sent to the customer and is waiting for payment. It can no longer be edited.
Payment Initiated: The customer submitted payment, and it's being authorized by Stripe. This is common with ACH payments and some card transactions, and it usually resolves within a few business days.
Paid: The payment has fully settled, and the deposit is in your bank account.
Voided: The invoice was canceled before payment. A voided invoice can be restored back to Draft if needed.
Refunded: A refund has been issued. If the refund is still processing, you'll see an estimated completion date.
Note: When a payment moves to Payment Initiated, a confirmation email is sent to the customer automatically. ACH payments may take a bit longer to reach this stage.
Access your Stripe Express Dashboard
To view your payout details, click Bank Account Settings in the upper-right corner of the Sales screen. Your Stripe Express account will open in a new tab. Log in if prompted.
Your payout details live in Stripe, not in CompanyCam. To get there:
From the Invoices screen, click Bank Account Settings in the upper-right corner.
Log in to Stripe if prompted. Your Stripe Express Dashboard opens in a new tab.
Once you're in the dashboard, you'll see three views:
Home: A high-level overview of your payment activity, including a graph of recent earnings, a list of recent payments and their statuses, and your total available balance. Click See Details for a full breakdown of your balance, or to update your bank information.
Payments: A detailed look at your payment activity, including transaction dates, statuses, amounts, and customer names.
Balance: Your available balance along with your transaction and payout history.
Understand your payout schedule
Settlement timeline is the time between when a payment is made and when funds become available in your Stripe account:
Credit and debit cards: 1 business day
ACH: about 4 business days
Payout options:
Default payouts: Set to daily when you sign up. No setup needed unless you want to change it.
Manual payouts: Choose when to send payouts and how much to transfer. Funds typically arrive same-day or within 1–4 business days.
Instant payouts: If available for your account, this option appears directly in your Stripe dashboard.
Weekly or monthly payouts: Schedule recurring payouts from within your Stripe dashboard.
Note: If your scheduled payout day doesn't exist in a given month (for example, the 31st in a 30-day month), Stripe moves the payout to the last day of that month. If a payout falls on a weekend or holiday, funds arrive the next business day.
FAQs
Who can access payout information?
Who can access payout information?
Only Admin and Manager roles can access invoices and payout information in CompanyCam. Ask an Admin on your account to adjust your permissions if you need access.
Can I request a payment on an Invoice if I'm located outside of the United States?
Can I request a payment on an Invoice if I'm located outside of the United States?
Collecting a payment through Invoices is only available for businesses based in the United States.
What does the deposit ETA mean under "Payment Initiated"?
What does the deposit ETA mean under "Payment Initiated"?
It's the estimated date your funds will arrive in your bank account, based on your payout schedule. ACH payments may take a bit longer than card payments.
What should I do if a customer's Invoice payment fails?
What should I do if a customer's Invoice payment fails?
The customer will need to retry the invoice payment. You can resend the invoice from the Sales Tab in CompanyCam.
What happened to Payment Requests?
What happened to Payment Requests?
Payment Requests have been replaced by Invoices, which do everything Payment Requests did and also support itemized line items, photo attachments, and deposit/progress/final billing. Your existing payment setup carries over automatically. No re-onboarding required.
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