Welcome to our Guide for Customers in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Customers. 

 

How to create a customer 

  1. Navigate to “Customers” Tab 
  1. Select the customers icon in the left panel 
  1. Select “+Add Customer” 
  1. Populate the customer details as required 
  1. Select “Save” 

 

Alternatively, you can import the customers in bulk using our sample CSV file. To do this, you need to: 

  1. Navigate to “Settings” Tab 
  1. Select “Import” 
  1. Select “Customers” 
  1. Select “Next” 
  1. Select “Download sample file” 
  1. Populate the customer details as required 
  1. Select “Browse” to upload file or drag and drop 
  1. If successful, select “Save and Next” 
  1. Select “Done” 

 

How to create a product 

  1. Navigate to “Customers” Tab  
  1. Select the products icon in the left panel  
  1. Select “+Add Product”  
  1. Populate the product details as required  
  1. Select “Save” 

  

Alternatively, you can import the products in bulk using our sample CSV file. To do this, you need to:  

  1. Navigate to “Settings” Tab  
  1. Select “Import”  
  1. Select “Products”  
  1. Select “Next”  
  1. Select “Download sample file”  
  1. Populate the product details as required  
  1. Select “Browse” to upload file or drag and drop  
  1. If successful, select “Save and Next”  
  1. Select “Done” 

 

How to create an invoice 

  1. Navigate to “Customers” 
  1. Select “+Add Invoice” 
  1. Populate the invoice details as required 
  1. Select “Save and Send” to email the invoice directly to the customer or select the arrow beside “Saved and Send” to SMS the invoice through Whatsapp 


How to delete an Invoice

  1. Navigate to “Customers” 
  1. click on "Invoices"
  2.  Hold down on the invoice you wish to delete until it turns purple
  3. click on the three dots in the right hand corner
  4. Select "Delete"


How to create a recurring invoice 

  1. Navigate to “Customers”  
  1. Select “+Add Invoice”  
  1. Populate the invoice details as required  
  1. Select the “Repeat Invoice” box and populate the details as required 
  1. Select “Save and Send” to email the invoice directly to the customer or select the arrow beside “Saved and Send” to SMS the invoice through Whatsapp 

 

You can update the status of a recurring invoice. To do this, you need to: 

  1. Navigate to “Customers”     
  1. Select the recurring icon in the left panel  
  1. Select the three dots on the right of the invoice 
  1. Select “End” or “Pause” 

 

How to set up payment reminders 

A payment reminder is automatically sent on the due date of the invoice if it was selected during its creation. However, if you wish to send a reminder prior or later you need to: 

 

  1. Navigate to “Customers”  
  1. Select the edit icon on the right of the invoice 
  1. Select “+Send Reminder”  
  1. Select “Send” 

 

How to record a payment 

  1. Navigate to “Customers”   
  1. Select the three dots on the right of the invoice  
  1. Select “Mark as paid”   


How to create an estimate 

  1. Navigate to “Customers”  
  1. Select the estimates icon in the left panel 
  1. Select “+Add Estimate”  
  1. Populate the estimate details as required  
  1. Select “Save and Send” to email the estimate directly to the customer or select the arrow beside “Saved and Send” to SMS the estimate through Whatsapp 

 

You can update the status of an estimate. To do this, you need to: 

  1. Navigate to “Customers”    
  1. Select the estimates icon in the left panel 
  1. Select the three dots on the right of the estimate 
  1. Select “Convert to Invoice”, “Mark as Sent”, “Mark as Decline” or “Mark as Accepted”