Track Invoices by User or Employee Using a Username Field

Clarification on the ability to identify invoices for each user or employee, where you can add a custom field to specify the employee name who created the invoice.

Solution Steps:

1. Go to Settings.
2. Select Custom Fields.
3. Create a new field for sales invoices, and specify the field as Text.
4. Add a field name such as: Employee Name.
5. When creating an invoice, the field will appear in Additional Information at the bottom of the invoice.

Additional Notes:

• If you have a POS and do not want to add the employee name each time, you can do the following:
  1. Go to the Users page.
  2. Click Edit next to the POS user.
  3. The previously added fields will appear, and you can enter the employee name and save the changes.
  4. The name will appear automatically when creating any invoice from the POS.
• If you do not have a POS, you must add the employee name manually each time an invoice is created through the website.

Keywords:

How do I add the name of the employee who created the invoice?

How do I add a field for the employee name in invoices?

If I have a POS, how do I set the employee name to appear automatically?

Do I have to add the employee name manually if I don’t have a POS?

Can I customize the field to show the employee name on all invoices?