Help Center

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Best steps on getting started with Capsure

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

Review and manage extracted invoice details before claiming.

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

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

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

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

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

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

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

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

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

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