Learn how to easily download your customer lists and their information in CSV format using the mobile app with these easy steps.
How to export a customer list in CSV
Step 1: Access the Menu
Tap the dropdown arrow at the upper-left corner to open the menu.
Step 2: Navigate to Customer
From the menu, tap 'Customer'.
Step 3: Open Customer Reports
Tap the 'Graph' icon located at the top-right corner of the screen.
Step 4: Initiate Export
Tap the 'Export' icon (arrow at the top-right) to begin the export process.
Step 5: Set Export Options
Under Options, ensure that 'Customer' is selected.
Step 6: Export the Report
Tap 'Export Data to CSV' to download the customer report as a CSV file or send the report directly to your email.
Discover more tutorials for Bookipi Invoice on mobile app
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Find more tips on how to get the most out of Bookipi Invoice with our mobile app guides.