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

 

How to set up business information 

To begin using Capium 365, you need to set up your business. When the accountant invites you to Capium 365 most of the information should automatically be populated. If you need to add any additional information or make any changes, you need to: 

  1. Navigate to “Settings” 
  1. Select “My Business” 
  1. Populate the business information as required 

 

How to set up invoices 

  1. Navigate to “Settings”  
  1. Select “Invoices”  
  1. Populate the invoices as required 

 

How to set up estimates 

  1. Navigate to “Settings”   
  1. Select “Estimates”   
  1. Populate the estimates as required 

 

How to set up templates 

  1. Navigate to “Settings”    
  1. Select “Templates”    
  1. Customise the templates to your requirements 

 

How to set up integrations 

By default, all communication done from Capium 365 is through a default email. If you wish to receive replies to your emails, you can integrate your personal gmail or outlook. To do this, you need to:

  1. Navigate to “Settings”     
  1. Select “Integrations”     
  1. Select “Gmail, Outlook” 
  1. Select Gmail or Outlook where a pop up will appear 
  1. Select “Yes” 
  1. Log in to your email account 
  1. Once completed, you will be taken back to Capium 365 and the email account will be connected 

 

Capium 365 also offers an integration to collect payments online through Capium Pay. To do this, you need to: 

  1. Navigate to “Settings” 
  1. Select “Integrations” 
  1. Select “Capium Pay” 
  1. Select “Register with Capium Pay” 
  1. Populate the onboarding information as required 
  1. Once completed, you will be taken back to Capium 365 and Capium Pay will be connected