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How do I create a sales person?

You can create a sales person, by following the below steps:

  • Go to Customers tab, choose a customer and then click on New Subscription.
  • Under the Subscription Term, go to Sales Person.
  • Type to add a Sales Person.

Display the salesperson’s name on invoices

You can display the salesperson’s name on the invoice PDF in two ways:

Option 1: Show in All PDFs via Field Customization

  • Go to Settings and select Invoices under Sales.
  • Click the Field Customization tab.
  • Find the Sales person field in the list.
  • Check that the Show in All PDFs column is set to Yes. If not, click the field to edit it and enable the option.

Option 2: Enable Salesperson in PDF Template

  • Go to Settings and select PDF Templates under Customization.
  • Select the invoice template you want to edit and click Edit.
  • Click Transaction Details from the left panel.
  • Under Document Information, check the Salesperson checkbox.
  • Click Save.

The salesperson’s name will now appear on the invoice PDF sent to your customers.

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