Best steps on getting started with Capsure

Getting started

The best way to understand Capsure is to get an invoice onto your Board.

Getting started with Capsure

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

Your Board is the main workspace in Capsure.

Review and manage extracted invoice details before claiming.

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

Learn how to add invoices to Capsure by email.

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

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

Claim Wizard is a Chrome extension that works alongside Capsure to make submitting NDIS claims faster and less manual.

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

Payment reminders help you keep track of invoices that still need to be paid.

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

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

Manage your account details, participant information, security settings, and account access.

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

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