I want to permanently associate certain sales reps with specific accounts. I edit the rep under the customer tab-other information but every time I create an invoice the Sales Rep field is blank and I have to select the sales rep. I have the same problem with the customer payment terms. I setup the terms under the customer name but every invoice I have to re enter the information. Is there a way to lock these in so the rep and terms are automatically entered each time?
Let me share some information on how you can maximize the use of the payment terms and sales rep features in QuickBooks.
Yes, you can assign a sales rep and payment terms directly to the customer's profile. By doing so, any transaction created for the said customer will be assigned to the representative you've selected.
Since it's not auto-populated as expected, you'd want to make sure that your QuickBooks software is updated to the latest release version. This ensures that you have the most recent fixes and security updates. Here's how:
Go to the Help menu from the opened company file.
Select Update QuickBooks Desktop.
Click the Options tab and click Mark All.
Under the Update Now tab, check the Reset Update.
Once ready, click Get Updates.
Once completed, you'd want to close and open QuickBooks. This is to make sure that all components are updated. When you open QuickBooks, you can try creating an invoice again.