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 in Beta. Plan availability is subject to change.
What's on an 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.
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.
Open the Project you want to bill for, then click the Sales tab.
Click + Add and select Invoice.
Pick how you want to build it:
One-off for a project starts a fresh invoice for this job.
For a proposal ties the Invoice to an accepted Proposal so you can bill against it. Choose the Proposal from the Proposals dropdown.
Sharing an Invoice
Once the Invoice is filled in, preview it, then click Share. This copies a link to the invoice to your clipboard. From there, paste it into an email, text, or wherever you're reaching your customer.
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.
Open the Project, then tap the Sales card.
Tap the + button and choose Invoice.
Pick how you want to build it:
a. To bill against an accepted Proposal, choose it from the list and tap Create Invoice.
b. For a fresh Invoice, tap Create Blank Invoice.
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?
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?
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.
Can I attach photos to an 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?
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.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.