Capium Support

This article will walk you through how to attach a purchase invoice or receipt to a transaction in the Books section of Capium 365.

Navigation: Capium 365 Module > Client > Books

Attaching purchase invoices or invoices to transactions

There are two ways to add receipts or invoices to transactions. These are:

1. Attaching and uploading a purchase invoice or invoice directly to a transaction
2. Matching an invoice or purchase invoice directly to the transaction.

Attaching a purchase invoice or invoice directly

Use this method to upload a file (PDF, image, etc.) and attach it to a specific transaction manually.

Navigation: Capium 365> Client > Books

Steps:

1. Go to Client > Books.

2. Locate the transaction you want to attach the file to.

3. Click on the Transaction ID on the left-hand side.

4. Click either “Upload Invoice” or “Upload Receipt”.

5. Select the file from your computer.

6. The file will now be linked to that transaction.
   

See screenshot below for reference: 

Matching an Invoice or Purchase Invoice to a Transaction?

Use this option when the invoice or purchase invoice already exists in Capium, and you want to match it to a bank transaction.

Click here to learn how to match an invoice or purchase invoice