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: 

LINK


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: 

LINK



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: 

LINK


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 

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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: 

LINK



Customers 

Navigation: Capium 365 > Client Portal > Invoices > Customer 


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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 and maintain customer records 

For a more detailed guide on how to add and maintain customer records  to  add, update, or manage products, please see the help article below: 

LINK