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.