Capium Support

Below is the step- by- step Guide to add customers into the capium 365

Navigation: Capium 365 > Client Portal > Invoices >Customers

• When you click on Invoices, you’ll be taken to the main Invoices page. From here, you can select Customers, upon selecting customers 

  Adding Customers:

  
  

  First click onto '+add Customers' in there 

  Upon clicking on Add Customers

  
  

  Once you've selected or added a customer, please ensure all relevant information is filled in accurately:

  • Customer ID

  • Account Name

  • Payment Account

  • VAT Rate

  • Contact Details 

  • Address Details 

After entering all the required details, click Save to update the customer profile.

By this you can add customer into Capium 365