Review and manage extracted invoice details before claiming.

Reviewing invoice details

Understand how Capsure extracts invoice information, how to review and edit fields, and when to confirm details.

Best steps on getting started with Capsure

Getting started

Welcome to Capsure 👋
Let’s get your first invoice on the board.

Getting started with Capsure

Learn how your Board is organised and what each invoice status means.

Your Board

Your Board is the main workspace in Capsure.

Understanding your Board

Learn how to add invoices to Capsure by email and upload.

Adding invoices to Capsure

Email to Board is one of the easiest ways to add invoices to Capsure.

Email to Board

You can upload invoices or receipts directly into Capsure — we’ll automatically extract the details and add them to your board.

Upload invoices or receipts

Learn how to use payment reminders to stay on top of unpaid invoices.

Payment status & reminders

Capsure helps you keep track of which invoices have been paid - and which still need your attention - without needing to manage it manually.

Learn how Claim Wizard works and how it helps streamline NDIS claims.

Claim Wizard

Claim Wizard helps you submit NDIS claims faster by automatically filling in your claim details from Capsure.

Instead of manually copying information into the NDIS portal, Claim Wizard does the heavy lifting for you.

Claim Wizard Overview

Use Claim Wizard with the myplace (old) NDIS portal to speed up your claims. This guide walks you through auto-filling your claim, uploading your invoice, and moving through to the review screen — so you can simply check and submit.

Use Claim Wizard  — myplace NDIS Portal

Submit NDIS claims faster in the My NDIS Participant Portal using Claim Wizard. This guide shows how to automatically fill in your claim details, attach your invoice, and move straight to review — so you can submit with confidence in just a few clicks.

Use Claim Wizard — My NDIS Portal

If you claim using the My NDIS app or on the 'Old portal', learn how to manually mark your invoices as claimed in Capsure.

Mark an invoice as claimed

If you’re claiming through the NDIS app or the old myplace portal, you can still keep everything organised in Capsure by marking invoices as claimed manually.

This helps you keep accurate records and track your expected payments.

Learn how to track your expected NDIS payments and understand what to keep and what to pay.

Expected NDIS Deposits

Capsure helps you understand what money is coming in — and what to do with it.


Expected NDIS deposits

Search, filter, and review your invoices in a structured table layout.

Table view

The Table view lets you see your invoices in a structured, spreadsheet-style layout.

Manage your account details, participants, security settings, and account access.

Account & settings

Your account settings let you manage personal details, participant information, and security options for your Capsure account.

Account & Settings

Family accounts let you manage up to three participants from a single Capsure account. 

Managing multiple participants

Understand how the free trial works, what’s included in a subscription, and how to manage or cancel billing.