This article provides a overview of all the main areas within the Invoices section of Capium365, located inside the Client Portal. Whether you're issuing invoices, tracking payments, creating estimates, or managing recurring billing, each area is designed to help you streamline and stay on top of your client finances.
Areas covered:
- Invoices
- Recurring Invoices
- Credit Notes
- Estimates
- Products
- Customers
Invoices
Navigation: Capium 365 > Client Portal > Invoices
The Invoices section is your central hub for creating, uploading, tracking, and managing all client invoices. You can raise invoices manually or upload them in bulk (up to 50 files or 60MB).
Key Features:
- View totals: Customers, Invoices, Amount Raised, Amount Received, and Outstanding
- Filter invoices by status or timeframes
- Use search to quickly locate any invoice
- View product/service lines within each invoice by expanding them
- Export data to Excel, CSV, or PDF
Need Help Adding or Uploading Invoices?
For a more detailed guide on how to add or bulk upload invoices, please see the help article below:
Recurring Invoices
Navigation: Capium 365 > Client Portal > Invoices > Recurring Invoices
This section allows you to set up invoices that repeat on a regular schedule - ideal for retainers, subscription clients, or ongoing services.
This automates your billing process, reduces manual work, and ensures you never miss a scheduled payment.
Key Features
Set up invoices to repeat at custom intervals
Edit, pause, end, or delete recurring invoices
Export recurring billing data for financial reporting
Filter by time and status
Need Help on setting up Recurring Invoices?
For a more detailed guide on how to set up recurring invoices, please see the help article below:
Credit Notes
Navigation: Capium365 > Client Portal > Invoices > Credit Notes
This area lets you create and manage credit notes to correct errors, issue refunds, or apply discounts. These can be created manually or uploaded directly to send and allocate against invoices (50 files or 60MB max).
Maintaining accurate credit records is key for compliance, customer trust, and accounting transparency.
Key Features
Manually create or upload credit notes
View and edit credit note amounts (Net, VAT, Total)
Edit, split, send, duplicate, or view credit history
Export to Excel, CSV, or PDF
Need help on how to create, upload, and allocate credit notes?
For a more detailed guide on how to create, upload, and allocate credit notes, please see the help article below:
Estimates
Navigation: Capium 365 > Client Portal > Invoices > Estimates
The estimates section helps you send quotes to clients before invoicing begins. You can track accepted, declined, or pending estimates easily.
Sending estimates builds professionalism, increases your chances of winning work, and helps you manage your sales pipeline more effectively.
Key Features
Create and send estimates
Track total estimates, accepted/declined numbers
Filter by status and date
Export estimates to Excel, CSV, or PDF
Mark estimates as sent, accepted, declined, or print-ready
Need help on how to create, send, and manage estimates?
For a more detailed guide on how to create, send, and manage estimates, please see the help article below:
Products
Navigation: Capium 365 > Client Portal > Invoices > Products
This section stores a list of standard products or services with pre-defined pricing.
Using predefined items speeds up invoice creation, ensures pricing consistency, and gives you visibility over every product.
Key Features
Add/edit product details like name, price, and description
View change history for each item
Filter by status and time
Export product data to Excel, CSV, or PDF
Need help on how to add, update, or manage products?
For a more detailed guide on how to add, update, or manage products, please see the help article below:
Customers
Navigation: Capium 365 > Client Portal > Invoices > Customer
The customers section is the client database within the invoicing module. It stores all customer-related billing info and links directly to invoices, estimates, and credit notes.
Keeping accurate client records makes billing seamless, reporting more precise, and saves time when generating documents.
Key Features
Add/edit customer profiles with billing and contact details
View full financial history per customer
Filter by timeframe or status
Search and export the customer list
Need help on how to add, update, or manage products?
For a more detailed guide on how to add, update, or manage products, please see the help article below:
Click on the link below to learn more about how to create receipts in Capium 365:
https://capium.freshdesk.com/support/solutions/articles/9000269008-capium-365-receipts
Click on the link below to learn more about Bank in Capium 365:
https://capium.freshdesk.com/support/solutions/articles/9000269006-capium-365-bank