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.
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