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.