Is there a way of allocating invoices to Sales Representatives?


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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:

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

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IntuitMaryL , Community Support Specialist
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