Add Customer Actions and Reminders

  You can add Actions and Reminders to your customers at any time and any upcoming or overdue reminders will show on the Dashboard. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 Search for the customer you...

Add & Export Customer Notes

  You can add notes to your customers and export these notes at any time. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 Search for the customer you want to Add or Export Notes for and click on their name or...

View & Export Customer Invoices

  You can view and export your customers invoices whenever you want. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 Search for the customer you want to View or Export Invoices for and click on their name or...

Add & Export Customer Contacts

  You can multiple contacts to a customer and export this information whenever you want. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 Search for the customer you want to add a contact for and click on their...

View and Export Your Customers

  You can view and export all your customer data using Capewell Finance & HR by following the steps below. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 You now have the opportunity to search for a...

Edit Customers

  You can edit your customers using Capewell Finance & HR by following the steps below. Step 1 Select View Customers from underneath the Invoices & Receipts tab in the main menu. Step 2 Edit your customer contact information using the form where you can...