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How to add or modify the sales associates on an existing invoice.
How to add or modify the sales associates on an existing invoice.

Describes how to add or modify the sales associates and or commissions on an existing invoice.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To add or modify the sales associates and or commissions on an existing invoice follow the below instructions.  NOTE: this is handled per line item of the invoice.

  • Click on the Sales Link from the BusinessMind home page. 

  • Search or Choose one of the predefined searches under View Sales & Returns like Sales Today or Search for the sale line items you wish to modify (this is per line item of the invoice)

  • Select the sale line item you wish to modify to bring up the detail view.

  • Here you can modify the Associates on the sale

NOTE:  If there are multiple sale line items on this invoice you can repeat the process for all.

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