Create Custom Discount Types

Boulevard provides several built‑in discount types—Standard, Personal/Own Use, Hostess Credit, Birthday/Anniversary, and Business Supplies—to categorize discounts applied to an invoice. These default types cannot be edited or deleted, but additional custom discount types can be created.

Locations & Options:

Invoice

Contact Profile

Preferences

Edit or Delete a Custom Discount Type

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Invoice

TOP

1. When creating a new invoice, select ... from the Discount drop-down under the Details tab on an invoice.
2. From the Discount Types pop-up, select the add a row button then type the new discount label.
3. When finished, select the save button, then close the pop-up. The newly created discount type can now be selected.

Contact Profile

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1. Open a contact profile, and from the toolbar, select the settings button to open Settings.
2. Under the Discounts section, next to the Discount field, select the edit button ....
3. From the Discount Types pop-up, select the add a row button then type the new discount label.
4. When finished, select the save buttonthen close the pop-up. The newly created discount type can now be selected from either discount drop-down and used on invoices.

Preferences

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 From the sidebar navigation, clickSettings, then Preferences, then the Invoices tab.

1. Under the Discounts section, next to the Standard or Birthday discount fields, select the edit button ....
2. From the Discount Types pop-up, select the add a row button then type the new discount label.
3. When finished, select the save button then close the pop-up. The newly created discount type can now be selected from either discount drop-down and used on invoices.
4. Select Save to close Preferences.

Edit or Delete Custom Discount Types

TOP

The instructions below are for the invoice. However, custom discount types can also be edited or deleted from settings on a contact profile, or Invoice tab in Preferences.

1. Select the edit button ... from the Discount drop-down under the Details tab on an invoice.
2. Select the edit buttonto edit (or to delete select the delete button then click Yes to confirm).
3. When finished, select the save button (or the undo buttonto cancel the changes made), then close the pop-up. The updated discount type can now be selected from the Discount drop-down.

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Additional Information:

• Create a New Invoice
• Create a Historical Invoice