Bookkeeping FAQs

This section covers the commonly asked questions by customers along with answers to get you back on track

How do I create VAT Reverse charges?
Navigation: Bookkeeping > Select Client > Sales  (or Purchases) > Invoices (or Purchases) Click here to watch how to use VAT reverse charge ...
Thu, 16 Sep, 2021 at 11:42 AM
How do I delete or amend a sales invoice that has been entered in error? (SALES)
You can delete the paid invoices. Click here to watch how to delete an invoice Click here to watch to amend an invoice How to delete invoice with rece...
Mon, 27 Sep, 2021 at 4:32 PM
How do we enter bad debts?
Navigation: Bookkeeping >> Select Client >> Sales >> Invoices Select the action dropdown next to the sales entry and then select Bad D...
Mon, 27 Sep, 2021 at 5:04 PM
How can we import created invoices from a different software onto Capium?
You may Import invoices by navigating to Bookkeeping>>Sales>>Invoices>>Import button. Download the template file then copy the data into t...
Thu, 21 Oct, 2021 at 10:52 AM
I want to edit the invoice date and VAT treatment for a partly or fully paid invoice.
Please note, you cannot edit the invoice once the payment has been done. If you want to edit the invoice, after you have stated “Paid”, then first you need ...
Thu, 21 Oct, 2021 at 10:52 AM
How do I input a credit note to sales and allocate it to a balance outstanding.
Navigation:  Bookkeeping > Sales/Purchases > Invoices Help/Guide: Navigate to the Sales/Purchase Invoice page from the navigation above, click...
Thu, 21 Oct, 2021 at 2:41 PM
Can sales invoices be sent automatically?
Right now, in bookkeeping invoices cannot be sent automatically, To send an invoice please go to  Bookkeeping > Select a client > Sales > I...
Thu, 21 Oct, 2021 at 2:59 PM
Can we have automated recurring invoices?
Yes,  Please go to Bookkeeping > Sales > Recurring Invoices Click on + Recurring Invoice  The next page which will appear looks similar ...
Fri, 22 Oct, 2021 at 3:35 PM
How can I show a trading name on my invoices which I sent out to clients?
Yes, you can! Please head to My Admin, by clicking on the C button on the right had corner. Please then click on My Firm and then the edit butt...
Fri, 22 Oct, 2021 at 3:51 PM
Is it possible to add receipts for a number of invoices at once without doing them individually.
You may add receipts for a number of invoices only for the particular customer under  Click here to watch how to add multiple receipts in one go ...
Mon, 25 Oct, 2021 at 2:28 PM