The articles below is a step-by-step guide on how to add products in Invoices.

 


Navigation: Capium 365 > Client Portal > Invoices > Products 

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Adding & Editing Products 

To begin, click “Add Product” to manually enter product details such as: 

 -Product Name 

-Price 

-Description 

-Status (Active/Inactive) 

Each product entry also comes with a History tab, allowing you to view a full audit trail of changes made over time. 


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After products have been created, the main screen provides an table showing: 

  • -Product Name 

  • -Price 

  • -Description 

  • -Date Added 

  • -Current Status 


You will also be able to export the Products as Excel, CSV, PDF. See screenshot below.


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You can manage your product catalogue efficiently with tools to: 

  • Filter by Status – Show only Active or Inactive products 

  • Filter by Timeframe – Focus on products added within specific periods 

  • Search – Quickly locate a product using the name or keyword 

  • Export your full product list to Excel, CSV, or PDF for reporting or backup 


For more in-depth steps on how to add, update, or manage products, refer to the guide below: