Capium 365 (Accountant)

This folder details all the instructions and "how to" on Capium 365

Capium 365: How to add or import clients?
Thu, 8 May, 2025 at 11:08 AM
Capium 365: Setting up Templates
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
Capium 365: Importing Clients, Users, Templates
Mon, 12 May, 2025 at 9:11 AM
Capium 365: User Specific Permissions
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
CAPIUM 365: Invoice Overview
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
CAPIUM 365: How to create an Invoice
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
CAPIUM 365: How to add recurring invoices
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
CAPIUM 365: How to add & Send Credit Notes
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
CAPIUM 365: How to create & send Estimates to your clients
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, 16 Jul, 2025 at 11:04 AM
CAPIUM 365: How to add Products
The articles below is a step-by-step guide on how to add products in Invoices.   Navigation: Capium 365 > Client Portal > Invoices > Prod...
Thu, 3 Jul, 2025 at 4:03 PM