## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

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

Firstly, enable sales person field from **Preferences**

*   Click the **Settings(gear)** icon on the top right corner and select **Preferences**.
*   Go to **General** and select the box next to **I want to add a field for salesperson**.
*   Hit the **Save** button at the bottom of the page to save these changes.

![Associate salespeople](/invoice/kb/images/invoices/salesperson_enable.png)

*   Now, go to the specific invoice and scroll to the **‘Sales person’** field.
*   Select an existing sales person from the drop-down to associate him/her with the invoice.

![Associate salespeople](/invoice/kb/images/invoices/asocciate-salesperson.png)

*   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 **\+ New Salesperson**, enter the name of the person, and select the **Save and Select** button.

![New salespeople](/invoice/kb/images/invoices/add-new-salesperson.png)

*   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.