can i get an update for sales person name on the invoice and while generating ar aging report the sales person should reflect on the export file?

HI team..

can i get an update for sales person name on the invoice and while generating an Accounts receivable report the sales person name should reflect a separate column on the exported sheet.

Answer

Hi jagadish,

Thanks for writing in! In order to add the name of a Sales Person on the invoice, you first have to customise the invoice. Here are the steps that you need to follow:

  1. Click the '+' icon and choose 'Invoice'.
  2. Once the Invoice form opens up, click the Gear icon.
  3. Under 'Fields' choose 'Add another field'.
  4. Give it the desired name. For instance, 'Sales Person' in this case. 
  5. Close the form by choosing 'X'. The new field will now appear on the invoice. 
  6. Once this is done, go to the 'AR ageing detail' and click the 'Gear' icon. 
  7. Click 'Show More' and enable 'Sales Person' which will be visible there as a part of fields.  

The name of the Sales Person will now appear on the report. Click 'Save Customisation' to create a custom report template.

Hope this helps!

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