Print the Salesperson's Name on Invoices, Orders, and Quotes

Before you can perform this task

To print the salesperson's name on an invoice, order, or quote:

  1. In the Home window, on the Setup window, choose Settings.
  2. On the left side of the window, click Customers & Sales and then Options.
  3. Select the Print salesperson on invoice, orders, and quotes option.
  4. Click OK.