Invoices let you bill a customer for a job without leaving CompanyCam. Build an itemized Invoice right from the Project, pull pricing from your Price Book, attach the photos that prove the work, and send it off. You can create an Invoice on its own or from an accepted Proposal.

This feature is available to all customers in the US and Canada.

What's on an Invoice

Note: All User roles can edit the Invoice number, within the same permission limits that apply to the rest of the Invoice.

Every Invoice is built from the same parts, whether you're on the web or in the app.

Here's what you're working with:

Overview: the Invoice number, project address, issue date, and payment terms. The Invoice number is auto-generated, but you can edit it to match your own numbering system.
Customer: who you're billing. If you've already added the Project to a Customer, their details fill in for you. Otherwise, you can add them here.
Line items: the work you're charging for. Pull items from your Price Book or build new ones with a name, quantity, and unit price. On each line, you can set a unit type, add a markup, and turn on Non-taxable for anything that shouldn't be taxed, like labor. Save a new item to your Price Book for later reuse.
Sales tax: set once for the whole Invoice under Summary. It applies to every line item except the ones you marked non-taxable.
Payment methods: how your customer can pay. Offline payment like cash or check is always an option. To let them pay by credit or debit card or online bank transfer, you'll need CompanyCam Payments set up.
Memo: a customer-facing note on the Invoice, like "Thank you for your business."
Attachments: photos and files from the Project. They ride along on the Invoice PDF so your customer sees the work next to the cost.

On the web

Note: Admins and Managers can create, edit, and view Invoices across all Projects. Standard and Restricted Users can only work with invoices they created.

Creating a One-off Invoice

Open the Project you want to bill for, then click the Sales Tab.
Click + Add and select Invoice.
Choose Blank Invoice to start a fresh Invoice for this job.
Build out the Invoice using the line items, tax, and payment method options above.

Creating an Invoice from a Proposal

Open the Project you want to bill for, then click the Sales Tab.
Click + Add and select Invoice.
Choose your accepted Proposal.
Under Billed on this invoice, choose how much of the Proposal to bill: click 25%, 50%, or Remaining, or enter a custom percentage in the field.
Build out the rest of the Invoice using the line items, tax, and payment method options above.

Note: Additional charges you add to the Invoice are billed in full, they aren't affected by the percentage you choose. Each new Invoice created from the same Proposal shows a Remaining balance, so you can keep billing in stages until the full Proposal amount is invoiced.

Sharing an Invoice

Once the Invoice is filled in, preview it, then choose how to get it to your customer. Click Send to email the Invoice directly from CompanyCam. Click Share to copy a link to your clipboard and paste it anywhere.

In the app

Note: Admins and Managers can create, edit, and view invoices across all Projects. Standard and Restricted Users can only work with invoices they created.

Creating a One-off Invoice

Open the Project, then tap the Sales card.
Tap the + button and choose Invoice.
With Blank Invoice selected, tap Create Invoice
Build out the Invoice using the line items, tax, and payment method options above.

Creating an Invoice from a Proposal

Open the Project, then tap the Sales card.
Tap the + button and choose Invoice.
Choose the accepted Proposal from the list, then tap Create Invoice.
Under Line Items, choose how much of the Proposal to bill: tap 25%, 50%, or Remaining, or enter a custom percentage.
Build out the rest of the Invoice using the line items, tax, and payment method options above.

Sharing an Invoice

Once the Invoice is filled in, tap the share icon in the top right to send it to your customer.

FAQs

Do I need CompanyCam Payments to create an Invoice?

CompanyCam Payments isn't required to create an Invoice. Without it, Invoices default to offline payment. To let your customer pay by card or bank transfer, set up Payments.

Can I create an invoice from a Proposal?

Invoices can be created from an accepted Proposal. When a customer accepts a Proposal with a deposit, a deposit invoice is generated for you, and you can bill against the remaining balance as the work moves along, choosing 25%, 50%, Remaining, or a custom percentage each time you invoice.

Can I attach photos to an Invoice?

Photos and documents from the Project can be attached to an Invoice, and they're included in the invoice PDF.

Can I make a line item non-taxable?

A line item can be marked non-taxable. When you add the item, turn on the Non-taxable toggle and that item won't be taxed. Sales tax still applies to the rest of the invoice.

Can I leave my invoice number blank?

No. The Invoice number can be edited, but it can't be left blank. If you clear the invoice number, it resets to our auto-generated format.

Can I edit the invoice after it's been sent?

Yes, editing is available while the invoice is in draft, sent, or unpaid status; once it’s paid or partially paid you’ll need to void and recreate it.

💡 Need more help?
Contact our Support team — we're here Monday through Friday.

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