Question asked by Shirley Wyatt 10 years ago
Hi I would like to add the Sales persons name to our Sales invoices. Then I would like to run a report of invoices by each sales person. What is the best way? How do I add a project box? Perhaps this is the way to go??
Hi Shirley - if you head to the Sales>Invoices>All menu you can toggle on the search filters and filter by sales rep (project) for a specific date:
https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/273538/W87PunxBE40XwnK/upload.png
At the moment there are no auto email options for paid invoices - it is a great idea though and one I am very confident will be added in future!
Best answerThanks but I need to produce a report for each of these sales guys for PAID invoices, this report just seems to give a total, and not even individual invoices! I'm not paying commision on produced invoices, only PAID invoices. Any ideas?
Also, how do I set up a command whereby when an invoice is marked as paid (when I bank rec), I (or someone else) will be e-mailed to notify them that a sales invoice is paid?
Hi Shirley - yes setting up each sales person as a project is probably the best way to go. Each project generates it's own P&L and cashflow report - the guide below explains how to toggle this on and assign to an invoice:
https://www.clearbooks.co.uk/support/guides/tools/projects-settings-2/how-to-create-a-project/
You can find the project reports on the Tools>Projects menu which will generate as soon as they are assigned to transactions.
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