Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Welcome to our article on how to set up your templates in the Capium 365 module. Navigation: Capium 365 > Manage > Templates To create ...
Tue, 3 Jun, 2025 at 1:04 PM
While general permission levels—Administrator, Manager, and Regular User—offer a structured way to manage team access across Capium 365, there are times wh...
Thu, 19 Jun, 2025 at 11:24 AM
This article provides a overview of all the main areas within the Invoices section of Capium365, located inside the Client Portal. Whether you're issui...
Mon, 21 Jul, 2025 at 3:27 PM
Below is a step-by-step guide how to create/add invoices into Capium 365 Navigation: Capium 365 > Client Portal > Invoices Invoices ...
Mon, 21 Jul, 2025 at 3:27 PM
This article is a step-by-step guide on how to set up and track all your recurring invoices. Navigation: Capium 365 > Client Portal > Inv...
Mon, 21 Jul, 2025 at 3:28 PM
The article below is a step-by-step guide on create and send Credit Notes. Navigation: Capium 365 > Client Portal > Invoices > Credit Note...
Mon, 21 Jul, 2025 at 3:28 PM
The article below is a step-by-step guide that show you how to generate, send, and manage quotation-style documents for your clients. Navigation: Cap...
Wed, 8 Oct, 2025 at 6:57 PM
The articles below is a step-by-step guide on how to add products in Invoices. Navigation: Capium 365 > Client Portal > Invoices > Prod...
Wed, 8 Oct, 2025 at 6:57 PM
The Capium 365 client invitation feature enables accountants to seamlessly bring clients onto the platform. It simplifies the onboarding process by provid...
Wed, 8 Oct, 2025 at 6:57 PM
Capium 365 Reports is a streamlined tool designed for seamless reports management within the Capium 365 ecosystem. Clients can download the report in PDF o...
Thu, 19 Jun, 2025 at 3:51 PM