invoices

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

One sales person may be associated to a particular invoice. Here’s how:

  • Go to the Sales module.
  • Select any invoice or create a new one.
  • Go to the Salesperson field.
  • Select existing contact persons from the drop-down to associate them with the invoice.
  • To add a new contact person, select Manage Salespersons from the drop-down.

New salespeople

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