Is there a way of allocating invoices to Sales Representatives?

Answer

1 person found this helpful

You can use class tracking to allocate invoices to sales representatives, edel2.

Here's how:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Click Advanced on the left pane.
  4. Click Categories.
  5. Check off Track classes to turn on class tracking.
  6. Select Save, and click Done.

Next, let's set up the classes:

  1. Click the Gear icon.
  2. Select All Lists.
  3. Select Classes.
  4. Click New.
  5. Enter the name of the sales representatives.
  6. Click Save.

The next time you create an invoice, you can select the sales representative's name on the CLASS column.

Check this article for future reference: https://community.intuit.com/articles/1784235.

If you have other concerns in mind, don't hesitate to leave a comment below.

Was this answer helpful? Yes No
Original
IntuitMaryL , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.