invoices

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.
Manage salesperson
  • 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.
Add new salesperson
  • 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.
Delete salesperson

Note: You cannot delete a salesperson who has transactions associated with them.

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