Create Custom Discount Types
Boulevard includes several different default discount types (Standard, Personal/Own Use, Hostess Credit, Birthday/Anniversary, and Business Supplies) that can be used to group the type of discounts you apply on an invoice. The default types cannot be edited or deleted, however, additional custom discount types can be created.
- When creating an invoice, select the Discount tab.
- Under the Discount Type section, click ....
- From the Discount Types pop-up, click
then type the new discount label. - When finished, click
to save, then click X to close the pop-up. The newly created discount type can now be selected from the Discount Type drop-down.
- Open a contact profile, and from the toolbar, click
to open the Settings slideout. - Under the Discounts section, next to the Discount Type field, click ....
- From the Discount Types pop-up, click then type the new discount label.
- When finished, click to save, then click X to close the pop-up. The newly created discount type can now be selected from the Discount Type drop-down, and also used on invoices.
- From the sidebar navigation, click
Settings, then Preferences, then the Invoices tab. - Under the Discounts section, next to the Standard or Birthday discount fields, click ....
- From the Discount Types pop-up, click then type the new discount label.
- When finished, click to save, then click X to close the pop-up. The newly created discount type can now be selected from either discount drop-down, and also used on invoices.
- Click
to close Preferences.
- From the Discount tab on an invoice (or from the Settings slideout on a contact profile, or Invoice tab in Preferences), under the Discount Type section, click ....
- Click
to edit (or to delete click 
then click Yes to confirm). - When finished, click to save (or
to cancel the changes made), then click X to close the pop-up. The updated discount type can now be selected from the Discount Type drop-down.
