This guide will walk you through the quickest way to do that, then show you how to test the other key ways invoices can arrive in Capsure.

By the end, you’ll have:

• Uploaded an invoice

• Reviewed and confirmed extracted details

• Tested your Capsure email address

• Seen how invoices move through the Board

Step 1: Upload your first invoice

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

A prompt will appear explaining what types of files work best in Capsure. Click the Upload your first invoice button to bring up the Upload pop-up.

You can upload:

• An invoice or receipt for self-managed supports

• A PDF, photo, or screenshot

• Doesn’t matter if you’ve paid the provider yet or not

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

Once the upload completes, Capsure will process the file. After a few seconds, you’ll see the invoice appear in Ready to Review.

That’s it — you now have something on your Board 🎉

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

Step 2: Test your Capsure email address

Now that you’ve uploaded an invoice, it’s time to try the easiest way to add invoices to Capsure — Email to Board.

Every Capsure account has a unique email address that lets invoices land on your Board without manual uploads.

Find your Capsure email address

Locate your Capsure email address inside the app and keep it handy. You’ll can always access it by clicking the Email to board button in the top right hand corner of your screen.

We recommend:

• Saving it in your email contacts

• Giving it a recognisable name (e.g. “Capsure invoices”)

Forward an invoice from your personal inbox

To test how Email to Board works:

1. Find an invoice or receipt in your personal email inbox

2. Forward the email with the attachment to your Capsure email address

See it appear on your Board

After a short moment, the invoice will appear in Ready to review — just like an uploaded file.

From here, you can:

• Open the invoice

• Review the extracted details

• Click Confirm details when everything looks right

Optional: Have providers email invoices directly

Once you’re comfortable with Email to Board, you can skip forwarding entirely.

Instead, you can ask providers to email invoices directly to your Capsure email address.

We recommend:

• Asking providers to CC your Capsure email address

• Keeping a copy sent to your personal email as well

Capsure includes a ready-to-use email template you can copy and send to providers to set this up quickly. Click Email to board, and open up the section Share your Capsure email address with a provider.

Step 3: Install Claim Wizard (if eligible)

If you’re eligible to use Claim Wizard, this is the next step.

Claim Wizard is a Google Chrome extension that works alongside Capsure while you submit self-managed claims in the My NDIS Participant Portal.

It helps by:

• Auto-filling claim-relevant details

• Reducing manual data entry

• Recording claim IDs and submission dates

• Linking claims back to invoices in Capsure

Claim Wizard is optional, but highly recommended as part of the Capsure workflow.

Learn more and install Claim Wizard

Because Claim Wizard is a separate tool, we’ve created a dedicated Help Centre section that covers:

• Eligibility requirements

• How to download and install it

• How it works

Step 4: Explore the Table view

As your invoices grow, you may prefer to view them in a more structured, spreadsheet-style layout. That’s where the Table view comes in.

You can access the Table from the main navigation at any time.

When the Table is useful

The Table view is especially helpful when you want to:

• Search for a specific provider or description

• Filter invoices by support category or date range

• Scan large numbers of invoices at once

• Export your data for your own records

It shows the same invoices as your Board — just in a different format.

Good to know

• You can search using keywords (like provider names or descriptions)

• You can apply filters to narrow results

• Columns can be adjusted to suit your needs

• The Board remains the best place for day-to-day workflow
  The Table is ideal for review and reporting

You don’t need to use the Table right away — it’s there when you need it.

✅ That completes Getting started

At this point, you’ve:

• Added an invoice to your Board

• Reviewed and confirmed details

• Tested Email to Board

• Seen how invoices move through Capsure

• Discovered tools that will help as things scale

You’re officially up and running 🎉

From here, you can explore other Help Centre sections to go deeper into specific features whenever you’re ready.