Project

Question asked by Shirley Wyatt 9 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??

3 Replies

Thanks 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?

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