CAPPS documentation

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The most common tasks, from start to finish.

• 1Create a quote or an invoiceInvoicing & quotes · 4 min
• 2Preview, print and send a documentInvoicing & quotes · 4 min
• 3Collect a customer paymentCustomers & customer account · 5 min
• 4Import a bank statementBank & reconciliation · 5 min
• 5Correct a validated invoice with a credit noteInvoicing & quotes · 5 min
• 6Manage users and their rolesAdministration · 6 min

Modules

• Getting started Sign in, choose your company and find your way around CAPPS. 3 articles
• Invoicing & quotes Create, validate and send quotes, invoices and credit notes. 5 articles
• Products & services Catalog of products and services: prices, VAT, activation, import and export. 5 articles
• Customers & customer account Customer records, payments received, refunds and history. 6 articles
• Automatic reminders Levels, timeframes, message templates and tracking of reminder sendings. 5 articles
• Bank & reconciliation Bank accounts, statements and transaction matching. 6 articles
• Purchases & suppliers Suppliers, supplier invoices and payments. 6 articles
• Folders & deals Group quotes, orders and invoices by file and track their progress. 5 articles
• Reports & statistics Dashboard, reports, sales register and exports. 6 articles
• Administration Company, branches, users, permissions and numbering. 4 articles
• Document customization Logo, layout and notices on your quotes and invoices. 6 articles
• Email settings Sending account, configuration test, templates and automatic sending. 5 articles