Capium Support

In order to publish your Invoices from Capium 365 into your Bookkeeping module, follow the navigation below:

Navigation: Capium 365 > [Specific Client] >Inovices

For invoices, Credit Notes you can follow the below steps:

1. Firstly, you have to approve any invoices with the thumb icon:

2. After clicking this icon, a pop-up will appear: 

a) In this pop-up you can either press 'Yes', or you can press 'Approve & Publish', which will immediately publish it into your Bookkeeping module. 

Please refer the below Screenshot:

 If you only clicked 'Yes', you still have an opportunity to publish to Bookkeeping by selecting the icon:

To unpublish, simply click the same publish icon again. 

You will also see the following actions available:

• Edit – Modify invoice/credit note details.

• Approve / Withdraw Approval – Approve or revoke approval status.

• Publish / Unpublish – Push or remove from Bookkeeping.

• Export – Download the invoice/credit note.

Note: if you are unable to approve a transaction, double check that in the details of the invoice, an account name has been designated to the product or service.