Invoices let you collect money from customers without leaving CompanyCam. Set up Stripe once, then send an Invoice Request that your customer can pay by link, by Tap to Pay, or by card you enter for them.
On the web
Connect Stripe to CompanyCam
Note: You need the Admin or Manager role to connect Stripe to CompanyCam.
Click Invoices in the left navigation menu.
Click Set Up Stripe and follow the prompts. We use Stripe to process Invoices and keep everything secure. If Stripe needs more information, you'll see a Finish Setup option. For the full walkthrough, see Connecting Stripe to CompanyCam.
Once Stripe is connected, you can start requesting payment from your Invoices.
Requesting a payment from an Invoice
Note: All permission roles can create an Invoice and request payment. Standard and Restricted Users can only view, edit, and delete the requests they created.
Before a payment can be collected, you must first create an Invoice.
Click on the Invoices Tab in the left-hand navigation menu or open a Project and click into the Sales Tab.
Click + Create Invoice.
Choose whether your Invoice is a one-off for a Project or is tied to a Proposal, link the Proposal if applicable, and select Create.
Next, build your Invoice. You can add line items, edit the tax percentage, adjust acceptable payment methods, include a memo, or include photos and Files from your Project.
After you've created your Invoice and are ready to collect payment, click Share. A share link will be copied to your clipboard so that you can send it to your customer.
When your customer opens the shared Invoice link, they will have the option to Pay Invoice and submit payment.
In the app
Requesting a payment from an Invoice
Note: All permission roles can create an Invoice and request payment. Standard and Restricted Users can only view, edit, and delete the requests they created.
Before a payment can be collected, you must first create an Invoice.
Open the Project you want to request an Invoice for and tap the Sales Section.
Tap the + Button at the bottom of the page and select Invoice.
Choose whether this Invoice is tied to an accepted Proposal or Create a Blank Invoice.
Next, build your Invoice. You can add line items, edit the tax percentage, adjust acceptable payment methods, include a memo, or include photos and Files from your Project.
After you've created your Invoice and are ready to collect payment, tap the Share Icon.
In the share menu, tap Share Invoice to create a shareable Invoice link you can send to your customer to collect payment.
Alternatively, you can also collect payment directly on your device by choosing the Tap to Pay option in the share menu. This option allows you to collect payment in the moment. You can manually Enter Card Info, use Tap to Pay, or Share a Link.
For Tap to Pay, tap Allow to give CompanyCam access to Bluetooth. Without Bluetooth access, Tap to Pay won't work.
Tap the customer's card or phone on your device to collect the payment.
Tap Done once the payment is received.
You can view the completed Invoice in the Sales section of the Project.
FAQs
Can I collect payment on an Invoice if my account is still in a trial?
Can I collect payment on an Invoice if my account is still in a trial?
Accounts in a trial can connect Stripe to CompanyCam, but can't collect payment from customers until the trial ends and the account upgrades.
What's the minimum dollar amount I can collect from a customer through an Invoice?
What's the minimum dollar amount I can collect from a customer through an Invoice?
The minimum dollar amount you can collect is $0.50.
How will I know when a customer's payment is completed/successful?
How will I know when a customer's payment is completed/successful?
All Admins and Managers will get a notification after our payment processor (Stripe) confirms that an Invoice has been fully completed.
Is collecting payment through an Invoice only allowed in the U.S.?
Is collecting payment through an Invoice only allowed in the U.S.?
Collecting a customer's payment from an Invoice is only available in the United States. If your business is based outside of the US, you won't be able to use this tool.
How long does it take for a customer's Invoice payment to process?
How long does it take for a customer's Invoice payment to process?
Processing time depends on the payment method:
Credit card payments take up to 1 business day to land in your Stripe account.
ACH payments take up to 4 business days.
What devices support Tap to Pay?
What devices support Tap to Pay?
Tap to Pay works on iPhone XS or later running iOS 18.6 or newer, and on a range of Android devices.
What are the processing fees?
What are the processing fees?
Fees are charged per transaction:
Tap to Pay: 2.5% + $0.30
Online and premium cards: 3% + $0.30
ACH: 1%, up to $10
Can I add sales tax or line items?
Can I add sales tax or line items?
Yes, with Invoices you can include line items and adjust the tax rate for the total.
What if I'm having issues with Stripe?
What if I'm having issues with Stripe?
Invoices are powered by Stripe, so their team can best help. See their help guide or contact Stripe Support.
How do customers complete an Invoice Request?
How do customers complete an Invoice Request?
Customers can pay by a mobile-friendly web link, by Tap to Pay, or by the card you enter for them. On their end, they can use a credit card, Apple Pay, Google Pay, or ACH. See How to Complete an Invoice Payment Using CompanyCam.
Is Tap to Pay available on Legacy Plans?
Is Tap to Pay available on Legacy Plans?
No, Tap to Pay is not available on Legacy plans. Upgrade your plan for access.
💡 Need more help?
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