Zoho Invoice


Who is a sales person? How can I track sales made by a sales person?

A sales person refers to the person assigned to that particular invoice, and will represent you in all the transactions that take place with that particular customer. When you generate reports to review your overall business for a particular period of time, you can choose to view the sales break up according to how many sales each person has carried out, which could be useful while deciding incentives and bonuses.

This can be done by going to the Reports tab at the bottom of the Zoho Invoice page, and selecting Sales > Sales by Sales Person.

View sales by sales person

Click on the sales person to drill-down and view the details of the invoices associated with them.

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