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Lea's avatar
Lea
Partner
10 months ago

Sales by Sales Rep Business Lite

We have migrated to Business Lite and cant see how we can raise an invoice showing who the sales rep is?

Am i missing this or is it now unavailable? If unavailable how do i keep track of sales by sales rep please?

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    9 months ago

    Hi Lea,

    Thank you so much for your post and I'm sorry to hear that.

    Thanks for the detailed information. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response. In New Essentials/Business, there is an extra filter for Employee. This will pull invoices created by the selected employee into one list, or you can create a report of invoices created by all employees and add a 'Salesperson' column which would indicate which employee made that sale.

    Please do let me know how you go on this.
    Regards,
    Earl