How can I associate a salesperson with a particular invoice?
One salesperson can be associated with an invoice. To associate a salesperson:
- Open the specific invoice.
- In the Salesperson field, select an existing salesperson from the dropdown to associate them with the invoice.
- If you want to add a new salesperson, click Manage Salespersons.
- In the pop-up that appears, click + New Salesperson.
- Enter the name of the person and click Save and Select.
- To delete a salesperson or mark them as inactive, select the salesperson and click More Actions.
- In the dropdown, select Delete or Mark as Inactive.
Note: You cannot delete a salesperson who has transactions associated with them.