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 sa...
Forum Discussion
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