How to Set the Salesperson in an Invoice (New Vers.)

Modified on Wed, 23 Apr at 11:32 AM

How to Set the Salesperson in an Invoice (New Vers.)

Select the appropriate salesperson from the dropdown list when creating or editing an invoice to ensure accurate sales tracking and reporting.



1. Click on Sales Invoices

Click on Sales Invoices



2. Click on Edit or Add New

Click on Edit or Add New



3. Select the Salesperson from the dropdown menu provided

Select the Salesperson from the dropdown menu provided



4. After filling in the details, click on Save

After filling in the details, click on Save



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