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 customer and view important contact information.

Click on the Email Icon to directly send an email to the customer or the World Icon to visit their website. You can also quickly see landline and mobile phone numbers.

To Export Your Customer data just click on the Excel Button towards the top right.