Below is a step-by-step guide how to create/add invoices into Capium 365
Navigation: Capium 365 > Client Portal > Invoices
Invoices
When you click on Invoices, you’ll be taken to the main Invoices page. From here, you can perform key invoicing tasks and view helpful summaries. There are 2 ways to add invoices:
1. Manually Raise Invoices - Create and send invoices individually.
2. Upload Invoices in Bulk - Upload multiple invoice files at once.
Note: Supported formats: JPG, JPEG, PNG, GIF, BMP, AVIF, HEIF, WEBP, PDF
Maximum 50 files or a total size of 60 MB can be uploaded
See screenshots below:
Adding Invoices:
First click onto '+add Invoice' in there
Invoice Summary:
At the top of the page, you'll see an overview dashboard showing:
-Number of Customers
-Number of Invoices
-Total Raised
-Total Received
-Total Due
This gives you a quick snapshot of your current invoicing activity and balances.
Filters & Search:
You can narrow down the displayed invoices using:
Status Filters – e.g., Processing, Unpaid, Draft, Rejected
Time Filters – e.g., Last Week, This Month, Last Month
Search Bar – Look up invoices by client name, invoice number, or keyword
Viewing Invoices:
All invoices, including recurring invoices, will appear in the list below the summary.
You can:
- Collapse recurring invoices to see individual product/service lines
- Click into each invoice to view details or make changes
You can export your invoice list in various formats for reporting or record-keeping: Excel, CSV and PDF.
Want an overview of Invoices and other Areas with that?
For a more detailed guide on how to add or bulk upload invoices, please see the help article below:
LINK