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

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.

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

Claim Wizard only works with the new portal. Continue reading to check which version of the portal you're using.

New vs. Old - NDIS Participant 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, participant information, 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

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

Capsure

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