## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/au/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How can I associate a salesperson with a particular invoice?

You can associate one salesperson with an existing or a new invoice.

To associate a salesperson with a new invoice:

*   Go to the _Sales_ module on the left sidebar and select **Invoices**.
*   Click **\+ New** on the top right corner of the page.
*   On the _New Invoice_ page, enter the necessary details such as the _Customer Name, Item Details_, and other mandatory details.
*   Click the dropdown in the _Salesperson_ field and click **Manage Salesperson** to create a new salesperson.

![Click Manage Salesperson](/books/kb/images/invoices/manage-salesperson.png)

*   On the _Manage Salesperson_ page, click **\+ New Salesperson**.

![Click + New Salesperson](/books/kb/images/invoices/add-new-salesperson.png)

*   Enter the **Name** and **Email** of the salesperson and click **Save and Select**.

![Click Save and Select](/books/kb/images/invoices/save-salesperson.png)

*   Select the salesperson from the dropdown if you’ve already created a salesperson.

![Select a salesperson](/books/kb/images/invoices/associate-salesperson.png)

*   Click **Save as Draft** if you want to send the invoice to your customer at a later point in time. Click **Save and Send** if you want to send the email to your customer immediately.

To associate a salesperson with an existing invoice:

*   Go to the _Sales_ module on the left sidebar and select **Invoices**.
*   Select the invoice for which you want to associate a salesperson.
*   On the _Edit Invoice_ page, click the dropdown in the **Salesperson** field and click **Manage Salesperson** to create a new salesperson.

![Click Manage Salesperson](/books/kb/images/invoices/manage-salesperson.png)

*   On the _Manage Salesperson_ page, click **\+ New Salesperson**.

![Click + New Salesperson](/books/kb/images/invoices/add-new-salesperson.png)

*   Enter the **Name** and **Email** of the salesperson and click **Save and Select**.

![Click Save and Select](/books/kb/images/invoices/save-salesperson.png)

*   Select the salesperson from the dropdown if you’ve already created a salesperson.

![Select a salesperson](/books/kb/images/invoices/associate-salesperson.png)

*   Click **Save**.

You can also delete or mark a salesperson as inactive. Here’s how:

*   Go to the _Sales_ module on the left sidebar and select **Invoices**.
*   Select an invoice and click **Edit** on the invoice’s Details page.
*   On the Edit Invoice page, click the dropdown in the _Salesperson_ field and select **Manage Salesperson**.

![Click Manage Salesperson](/books/kb/images/invoices/associate-salesperson.png)

*   In the pop up that appears, click the checkbox near the salesperson who you want to delete or mark as inactive.
*   Click **More Actions** and select the action that you want to perform.

![Click More Actions](/books/kb/images/invoices/more-actions.png)

The salesperson will be deleted or marked as inactive.

**Note:** You cannot delete a salesperson who has transactions associated with them.