Explanation of the ability to link a customer receipt to a specific project or representative, where you can link a customer receipt to a specific project or representative through the Tasks and Projects feature.
Steps
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Add the Representative as a Project
- Go to Settings > Tasks and Projects.
- Add the representative’s name as a new project.
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Link the Receipt to the Project or Representative
- When adding a new receipt, go to the Additional Information section.
- Select the project (representative) from the list.
Additional Notes
- A receipt cannot be linked to more than one project at the same time.
- You must ensure selecting the correct project when entering the receipt to avoid assignment errors.
