Can you assign a sales rep to a customer permanently - without having to manually add them each time on the invoice?

Thanks for joining us here in the Community, info-sainsagenci.

I know it saves much of your time to automatically assign a sales rep to a customer when creating invoices. Currently, this option isn't possible yet. For now, you'll need to manually assign each time you create an invoice.

Our product development team never stops enhancing the software. With this, I recommend submitting a product suggestion inside QuickBooks. Your idea can help improve our product and I know a lot of users can take advance of it once it's approved.

Here's how:

1. Go to the Gear or Settings icon.
2. Select Feedback.
3. Enter your product suggestion.
4. Hit Next to submit.

I'm also adding this article to learn about changing the appearance of your sales forms to make them more attractive and professional looking for your customers: Customise invoices, quotes, and sales receipts in QuickBooks Online.

If you have further questions or concerns about managing your invoices, please let me know. I'm always here to help you.