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How can I associate a sales person with a particular invoice?

One sales person may be associated to a particular invoice. You can do this by,

  • Opening the specific invoice.
  • Go to the ‘Sales person’ field.
  • You can now select an existing sales person to associate him with the invoice, or create a new entity if a new sales person is going to be handling that transaction.
  • The new name you enter will be stored under the ‘Sales person’ drop down by Zoho Books for your use in future invoices.

Associate salespeople

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