Getting started with Capsure

Step 1: Add your first invoice

When you log in for the first time, you’ll see a Get started button inside your Ready to review list.

Click Get started to begin.

This will open a prompt asking how you’d like to add your invoice.

Step 2: Choose how to add your invoice

You’ll have two options:

📧 Email an invoice (Recommended)

Send or forward an invoice from your email inbox.

• Capsure will automatically receive it

• Extract the details for you

• Add it straight to your board

From here, you can open the invoice, review the extracted details, and confirm them when everything looks right.

👉 Learn how to email invoices to Capsure

📤 Upload a file

Upload an invoice saved on your device.

• Supports PDF, JPG, PNG

• You can drag & drop or choose files

• Capsure will extract the details automatically

👉 Learn how to upload invoices

Step 3: What happens next?

Once your invoice is added:

• It will appear in Ready to review

• Capsure will pre-fill the key details

• You just quickly check everything looks right

From there, you can move it through your workflow and get it ready to claim.

What can I upload?

You can add:

• Invoices or receipts for self-managed supports

• PDFs, photos, or screenshots

• Paid or unpaid invoices

Don’t worry about getting it perfect — this is just a test run.

💡 Tips to get started faster

• Try uploading or emailing a recent invoice you already have

• Even a screenshot works

• You can edit anything later

Not sure which option to choose?

• Use Email if you usually receive invoices in your inbox

• Use Upload if you already have files saved on your device