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. Click on the three dashes in the top left corner of the screen
  2. Navigate to “Customers” Tab 
  1. Select “Customers” from the drop-down menu
  1. Click the plus in the bottom right-hand corner of the screen
  1. Populate the customer details as required 
  1. Select “Save” 

You can edit an existing customer by simply tapping on the one you want edit. Once you are done, press save.

 

How to delete a customer 

  1. Click on the three dashes in the top left corner of the screen
  2. Navigate to “Customers” Tab 
  1. Select “Customers” from the drop-down menu
  2. Hold down on the customer you want to delete until it turns purple
  3. Press the three lines in the top left corner of the screen
  4. A menu should come up with several options included “Delete”
  5. Click “Delete”

 

How to create a product 

  1. Click on the three dashes in the top left corner of the screen
  1. Navigate to “Customers” tab 
  1. Select “Products” from the drop-down menu
  2. Select the “+” Icon in the bottom right hand corner of the screen
  3. Populate the product details as required  
  4. Select “Save”  

How to create an invoice 

  1. Click on the three dashes in the top left corner of the screen
  1. Navigate to “Customers” tab 
  2. Select “Products” from the drop-down menu
  3. Click on the “+” icon in the bottom right hand corner of the screen

Here you have the option to add a receipt one at a time using the “+” icon, or you can select invoices from your phone gallery using the upload icon below it.

 

If you press the plus icon:

  1. Populate the invoice details as required 
  2. 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 

If you press the upload icon:

  1. This will take you to a page where you can either take a photo of the invoice using the camera icon OR
  1. You can select up to 50 invoices from your gallery and upload directly into Capium

 

How to edit an Invoice 

  1. Navigate to “Customers” 
  1. click on "Invoices" from the drop-down menu
  2. Click into the receipt you want to edit
  3. Click the pencil icon in the top right hand corner of the screen
  4. Edit the details and press “Save” once you are done

 

How to delete an Invoice

  1. Navigate to “Customers” 
  1. click on "Invoices" from the drop-down menu
  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 “Recurring”  
  1. Click on the “+” icon in the bottom right hand corner of the screen
  1. Scroll down to the section where it states “Repeat Invoice”
  2. Click “Create Schedule”
  3. Fill out the details as required and press “Save”
  4. Fill out the rest of the details of the invoice and press “Save”

 

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”  
  2. Select “Invoices” from the drop-down menu
  3. Find the invoice you want to schedule and click  into it
  4. Click om “Schedule” and then “Schedule” again
  5. Select the date when you want to schedule it for and edit other details
  6. Press Save

 

How to record a payment 

  1. Navigate to “Customers”  
  2. Select “Invoices” from the drop-down menu
  3. Find the invoice you want to schedule and click into it
  4. Click “Payment”
  5. Click “Record”
  6. Fill out the payment details and press “Save”

How to create an estimate 

  1. Navigate to “Customers”  
  1. Select “estimates” in the drop-down menu 
  1. Press the “+” icon in the bottom right-hand corner
  1. Populate the estimate details as required  
  1. Select “Save” once you have filled in the data correctly

 

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

  1. Navigate to “Customers”  
  2. Select “estimates” in the drop-down menu 
  3. 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”