[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Invoicing-made-easy-with-Zoho-Invoice.png” alt=”How can I associate a sales person with a particular invoice” title_text=”Invoicing made easy, with Zoho Invoice” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]
Here discuss about that how we associate sales person with a particular invoice
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”0px|||||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]Enable sales person field from Preferences
- Click the Settings(gear) icon on the top right corner and select Preferences.
- Go to General and select the box next to I want to add a field for salesperson.
- Hit the Save button at the bottom of the page to save these changes.
- Now, go to the specific invoice and scroll to the ‘Sales person’ field.
- Select an existing sales person from the drop-down to associate him/her with the invoice.
- You may also create a new entity if a new sales person is going to be handling that transaction. To do so, click on Manage Sales Persons.
- In the pop-up that follows, click on + New Salesperson, enter the name of the person, and select the Save and Select button.
- You can also disable or delete existing sales persons from here.
- Therefore, the new name you enter will be stored under the ‘Sales person’ drop-down whenever you create a new invoice.