This article will guide you through changing the sales person in an agreement invoice to correct any commission issues in reporting.
1. Locate Agreement Invoice
Search and select the desired customer > click the Agreements tab on the main screen. Click on the Full Details button.
2. Edit Sales Person
From the Invoices tab, locate the invoice that you wish to edit. Click on the blue invoice detail number.
From the invoice detail screen, adjust the Primary Sales Person and/or Secondary Sales Person by clicking on the edit pencil next to the staff name. Click Update to save your changes.
Frequently Asked Questions:
1. Can you bulk change the sales person on invoices?
Changing a sales person on an invoice has to be done individually.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : Managing Agreements - Can view client agreements
- Customer Management : Managing Agreements - Can edit agreement & paid invoices sales person(s)