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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.
  • Select an existing sales person from the drop-down to associate him/her with the invoice.

Associate salespeople

  • You may also create a new entity if a new sales person is going to be handling that transaction. To do so, click on + Manage Sales Persons.
  • In the pop-up that follows, click on + Add new Sales Person, enter the name of the person and select the Save and Select button.

New salespeople

  • You can also disable or delete existing sales persons from here.
  • Therefore, the new name you enter will be stored under the ‘Sales person’ drop-down whenever you create a new invoice.
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