Time and Fees: Fees

This article will provide a step-by-step guide on tracking Fees.

Fees:

In the Fees, we have the 4 sections as below

Overview
Invoices
Recurring Invoices
Estimates

Overview:

Navigation: Fees> Overview

https://timeandfees.capium.com/invoicestype/invoiceOverview

The Overview section presents comprehensive details based on the information input by the admin user. Users can choose specific details for a designated period.

(i.e., This week or Last Week, Last Month, etc)

Please refer to the below screenshot(s) for more help:

Invoices:

Navigation: Fees> Invoices> + Add Invoice

https://timeandfees.capium.com/invoicestype/addInvoice

To Add the Invoice> Please Click on the + Add Invoice Icon and input the required information to create the Invoice.

Client: Can be selected from the Drop down menu
Invoice Date
Invoice ID
Reference
Payment Due: Can be select from the Drop down menu

Once all relevant details have been populated click Save.

Please refer to the below screenshot(s) for more help:

Also you can check the status of the invoices. By navigating to the All Status Menu

Please refer to the below screenshot(s) for more help:

Navigation: Fees> Invoices> Select an Invoice> Schedule

In the invoice section, choose a specific invoice, and scroll down to the schedule section. Here, the admin user can send the invoice to the client's email address. There are two options to send the invoice:

From Capium

From Gmail, Outlook.

Additionally, the admin user can Click the checkbox below to send a copy to themselves.

Please refer to the below screenshot(s) for more help:

Record Payments

Navigation: Fees> Invoices>Select an Invoice> Payments

While in the invoice section, choose a specific invoice, and then scroll down to the Payment section. Here, you can record the payment by populating the details:

Payment Due
Amount(GBP)
Payment Method: Can select the Payment method as in bank payment, cash, Cheque,card etc.
Amount Due(GBP)

Additionally, the admin user can send a receipt to the client for this payment in the appropriate Checkbox below.

Please refer to the below screenshot(s) for more help:

Navigation: Fees> Invoices>Select an Invoice

After selecting the invoice, scroll down to see the admin user can send reminders (on due date, 3 days after, 7 days after, and 14 days after)

Please refer to the below screenshot(s) for more help:

In the activities section you can Add Notes and Attachments.

How to Export Invoices

Navigation: Fees> Invoices> + Select More Icon>Export

To Export the Invoices> Please Click on the More Icon select the required format (Excel, CSV, or PDF), and export the data

Recurring Invoice

Navigation: Fees> Invoices>+ Add Recurring Invoice

To Add the Invoice> Please Click on the + Add Recurring Invoice Icon input the required information and schedule the information to generate the recurring invoice accordingly