Navigation:  Charities > Dashboard > Income > Overview

In the Charities income overview section, you can see a breakdown for the following data:

  • Income Breakdown

  • Receivable Ageing summary

  • Income flow

Edit the period for how long you need the reports by using the custom date filter. You can also see a breakdown of the type of expenses inputted by using the filter in the income breakdown graph.

Navigation:  Charities > Dashboard > Income > Invoices

  • Here, you can create custom invoices, you’ll need to include the following

  • Invoice number

  • Customer name

  • Account name

  • Currency

  • Fund name (for which the invoice is related to)

  • Product details

  • You can also link the invoice to a specific charity so you can keep track of how much the activity has generated and is performing through the reports

  • You can add the bank account, so the bank details auto populate into the invoice when sending it.

  • You have the ability to input receipts & attachments once product details have been inputted.

Navigation:  Charities > Dashboard > Income > Recurring Invoices

  • You have the ability to create recurring invoices, this follows the same steps as the above invoices, but you can also choose the frequency of how often the invoice auto generates. 

  • You can choose from daily, weekly, monthly, yearly or a custom time frame. You can choose when the invoice first generates by also setting an end date or selecting ‘never’ if you do not want the invoice to stop generating until you manually switch it off.

Navigation:  Charities > Dashboard > Income > Quote

  • Quotes can also be created on Capium, they will need to include the same information as invoices. 

  • You can also add the fund type & product information for quotes too.

Navigation:  Charities > Dashboard > Income > Credit Notes

You can create credit notes for customers on the system and include the following data:

  • Product info across multiple lines 

  • Add attachments for backing

  • Receipt allocation 

  • Credit allocation 

  • Additional notes

Navigation:  Charities > Dashboard > Income > Receipts

  • Here, you have the option to manually create receipts in whichever method of payment was used, bank or cash and allocate to the relevant account code.

  • Add attachments for the receipts

  • Export receipts as PDF & edit them