Sales rep
Georgy_Rahayel
Member Posts: 1
Hi, is there a way I can let my sales rep create an invoice? I have sales reps that do door-to-door sales. I can'T seem to find on the platform how they can create their invoices when the sale occurs.
0
Georgy_Rahayel
Member Posts: 1
Hi, is there a way I can let my sales rep create an invoice? I have sales reps that do door-to-door sales. I can'T seem to find on the platform how they can create their invoices when the sale occurs.
Comments
Hey @Georgy_Rahayel! Depending on your reps' account permissions, they should be able to do this just fine! Check this article out here, that might elucidate you on the permission type they'll need in order to create that invoice