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Lea's avatar
Lea
Partner
9 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