Create an online invoice and record the sales person

Invoiceplace helps both solo and larger businesses stay on top of their billing and quoting.  To help businesses that have multiple staff you can now record the sales person on quotes and invoices.

Why should you record the sales person on an invoice?

Knowing which sales person assisted the customer is important for tracking the number of sales made by each person. It also provides a contact for the customer in the event of a inquiry about the product or service provided.

How to add  a sales person to an invoice

To add a sales person to a new invoice create a new blank invoice or one from an invoice template. The Sales Person is now displayed below the Reference field.

If you have entered a sales person it is listed on the printed invoice and quote (sample below). There is no change if the sales person wasn’t added so this doesn’t take up space on your invoice.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Handling International Dates with Online Invoicing

When you have staff worldwide it is inevitable that there is going to be confusion due to differences in language and culture. One subtle but very important misunderstanding occurs with dates, particularly due to differences between the format in the United States (mm/dd/yy) and European countries (dd/mm/yy).

What does it mean if an invoice was raised on 4/9/10 – is it the 9th of April, or 4th of September ? Five months can make a lot of difference, particularly if you are waiting to get paid.

To avoid potential confusion Invoiceplace now prints the invoice date and invoice date in a format including the month. This is printed in the review screen displayed after creating an online invoice.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Record paid invoices with Invoiceplace

Creating one invoice is easy, particularly if you do it online. Recording when and how much payment was received can be done without much difficulty either. Each invoice you are paid for doesn’t get harder, but you end up creating a rich history of your previous customers which can be overwhelming to navigate.

Invoiceplace makes online invoicing easy, and now the list of ‘Paid Invoices’  is faster and more responsive to use.  You can instantly sort on the customer, and navigate through each page of invoices by clicking on new arrows displayed at the bottom right of your invoices.

Manage Paid Invoices

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.