Bookkeeping FAQs

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

VAT Reverse Charge Services
Help/Guide: When creating a Purchase invoice, you will now be able to apply the Reverse Charge (20%) VAT rate abbreviated as RC-S (20) as well as Reduce...
Fri, 11 Oct, 2019 at 1:39 PM
How do I delete or amend a sales invoice that has been entered in error? (SALES)
You can delete the paid invoices. 1. Firstly delete the Receipt by clicking on the below link and from the action drop-down click on delete. 2. Once t...
Fri, 22 Mar, 2019 at 1:50 PM
How do we enter bad debts?
At present we are not allowing to write off individual customer's accounts to account for bad debts.  However, there is a workaround for the same.  ...
Fri, 22 Mar, 2019 at 2:27 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 Mar, 2019 at 7:46 PM
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 t...
Thu, 21 Mar, 2019 at 7:49 PM
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, cl...
Thu, 17 Oct, 2019 at 12:58 PM
Can the Invoice be sent automatically keeping me in "CC"?
Please note that the invoice won't be sent automatically. You may simply use the email option available under the action dropdown and select the "E...
Thu, 21 Mar, 2019 at 7:51 PM
How do I allocate amounts from the total of Trade Debtors / Creditors to single Customer?
You can allocate the Trade Debtors/Creditors to a single customer or supplier by clicking on the “Explain” link with Trade Debtors and Trade Creditors. ...
Thu, 21 Mar, 2019 at 7:53 PM
Can we edit the date of a recurring invoice?
In the Recurring Invoice, you cannot edit the date. However, if you want to change the date, you may delete the recurring invoice and add the new recurring ...
Fri, 22 Mar, 2019 at 2:14 PM
How can I show a trading name on my invoices which I sent out to customers?
You may update the firm name in the below path and the same name will be displayed on the Invoices.  Click here to see where
Thu, 21 Mar, 2019 at 7:56 PM