How to add sales person in invoice page column? (new version)

Modified on Sat, 29 Jun at 5:50 PM

To create a polished solution in Biztory on how to add a salesperson in invoice page column



  • Go to the "Team members" section.


  • Add New User: Click on "Add New" to create a new user




Enter Salesperson Details: Enter the necessary details for the salesperson, including their name and other relevant information. 


Save: Save the user profile.


Associate with Sales Invoice: Once saved, the salesperson's name will automatically appear on the sales invoice.  



  • Go to the sales section.



Add New Sales Entry: Click on "Add New" to create a new sales entry.

  • Select Sales Person: Choose the sales person you previously created in the "My Users" section.Sales Invoice Page:

  •  Once selected, the sales person's name will  populate in the sales person column on the invoice page.



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