How to Link Customer Receipts to Projects or Representatives

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

1. Add the Representative as a Project

   • Go to Settings > Tasks and Projects.
   • Add the representative’s name as a new project.

2. 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.

• Can I link the receipt to a representative?

• How do I link a customer receipt to a project?

• What is the benefit of the project field in the receipt?

• Where do I add the representative’s name in the receipt?

• Why didn’t the receipt appear in the representative’s reports?

• Can I assign the receipt to more than one project?

• How do I track each representative’s receipts?

• The representative didn’t appear in the projects, what’s the reason?

• Where do I find the option to link the receipt to the representative?

• I want to track the amounts collected from customers by projects, how?