Record a payment for someone else

If you are taking a payment on behalf of an advisor or salesperson, you can record it in their name rather than yours — whichever way the customer is paying.

How to do it

1. Open the payment window and choose how the customer is paying.
   Whichever payment tab your department uses for it.
2. At the bottom of the form, next to Note, find Select sales person.
   It sits in the same place on every payment tab, just above the Process button.
3. Pick the name from the list.
4. Take the payment as normal.
   On a payment request, the name you picked is recorded when the customer pays.

What it changes

The payment is recorded against whoever you pick, not against you. That is what keeps their cashier report right.

Leave it alone and the payment is credited to you, as the person running it.

Related: Taking a payment — start here · Send a payment request · Start a payment on an order · Find a payment