How to Add a Sales Rep to an Invoice in QuickBooks

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Assigning the sales representative for a business invoice is easily remedied with QuickBooks. The financial software program features customizable input fields that can be added to any QuickBooks invoice. The sales rep is assured appropriate credit for the sale, which may need to be tracked for compensation or production tracking purposes.

  • Select "File" then "Open or Restore Company" located at the QuickBooks top navigation menu.

  • Locate the company name and computer file location. Select the appropriate company file. The company name will appear next to the QuickBooks icon at the top of the program window.

  • Click the "Home" icon.

  • Select the "Create Invoices" icon located within the "Home" task window.

  • Select the appropriate invoice template using the drop down menu located in the upper-right corner of the program window. The QuickBooks program includes templates for product and service invoices. Once the template is chosen a blank invoice will appear.

  • Click the "Rep" field and select a sales rep name or click "Add New" to add a new sales rep.

  • Select the "Customize" field if the "Rep" field does not appear on the invoice.

  • Click "Additional Customization" then "Make a Copy" to generate a new template.

  • Click the "Rep" field in the "Header" section of the customization menu. Click "OK" to accept the changes. The new invoice template will include the "Rep" drop down field.

Tips & Warnings

  • Once a sales rep is assigned to a vendor invoice QuickBooks may auto-fill subsequent invoices for the same vendor with the same sales rep. If the sales rep changes you will need to manually select the correct name.

References

  • Photo Credit Jupiterimages/Photos.com/Getty Images
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