Why should a sales rep be added when creating an invoice?
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Name and email address of a sales representative can be included in the invoice as proof of sale executed by the sales person. This information can later be used to generate commission reports for your sales staff.
- While creating your invoice, towards the bottom left is the ‘Sales rep’ tab.
- This tab displays names of sales representatives that you have saved.
- You can select the name of the representative who takes credit for the sale.
- After creating invoice click on ‘Save’ option.
- Name of the sales representative will be displayed in the ‘Invoice history’ section.