The Customers module is a database where you can access your entire client database in one location. From here, you can easily manage contacts and view important details about their account activity.
The Customer List tab displays high-level information such as the customer name, email address, and phone number. If you prefer to browse the list instead of using the search function, you can adjust the number of items per page in the lower right corner.
Once you have located the customer you are looking for, click the magnifying glass icon to open that customer's account record. You can use the Take Payment quick action button to process a payment using one of the customer's saved payment method. Keep in mind that payments processed with the Take Payment button are unallocated. This means they will appear in your payment activity list but will not be linked to any estimates, projects, customers, or invoices.
Use the Export Customers action to export a raw data file of all customers. There is little formatting on the file to give users more flexibility in how to use the data. The export includes customer name, email address, phone number, create date, and associated projects.