Good afternoon @Suzi27! Thanks for reaching out to us here in the Community for advice. I'm happy to give my suggestions and of course, this forum is open for other customers like yourself to share their ideas with you.
The first suggestion I have is to create service items for the types of insurance (auto, home, life, etc) and then link them to an income account. Then you can set up your individual customers so that you can keep track of those sales. Here's how:
- Go to the Invoicing menu.
- Select the Customers tab
- Select New Customer.
- Enter your customer’s info.
- Select Save.
Lastly, you enter in the agents as either a class or location to track their sales individually. Once that's all set up, you can use the service items on the sales forms per customer and then select the agent's name. This makes it easy to run reports to get the information you need.
If you have any questions or need anything clarified, don't hesitate to reply to this post! All of us are eager to help set you up for success!
