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Preferences: Business Info tab

Choose what information is displayed in the upper-left corner of invoices, the email address to which contacts will reply when an email is sent, and specify if the Dashboard is displayed by default. The tax rate is used when calculating sales tax on invoices and inventory orders (except for those using Boulevard in Canada).

  From the sidebar navigation, click PreferencesSettings, then Preferences.

Business Info Tab

  • (1) Contact Information: Information from these fields will be displayed in the upper-left corner of invoices.
  • (2) Additional Information: Additional contact information that will be displayed on invoices can be entered as well (E.g., Email, Personal Website, Social Media, etc.).
  • (3) Email Settings: Enter the email address you want contacts to use when replying. The Signature button lets you add default information that appears at the bottom of every email you send.

    Note: To help ensure recipients receive your email, messages will display your First and Last name from Preferences as the sender, but will be sent from boulevardonline@mainstsoftware.com. You can recommend that your customers add boulevardonline@mainstsoftware.com to their address book/contacts if the message ends up in their spam/junk folder. If the recipient replies to the email, it will automatically reply to the email address entered in the Email Settings field in Preferences.

  • (4) Sales Tax: The rate entered is used on inventory orders and invoices (Canadian users see Preferences: Tax tab for Canadian tax settings).
  • (5) Set OTC Drug as Non-Taxable: If selected, all items in the product list that have the option set as an Over-the-counter drug will not calculate sales tax on customer invoices or inventory orders (Canadian users see Preferences: Tax tab for Canadian tax settings).
  • (6) Show Dashboard: If selected, the Dashboard will be the default screen shown. If not selected, the Contact List will be displayed upon logging in to Boulevard.
  • (7) Display Birthday/Anniversary Month Notification: If selected, during the applicable month, a pop-up image of a cake will be displayed when their profile is opened in edit mode or an invoice is launched.
  • (8) Language: Choose the default language when creating a new contact profile. If the contact speaks a different language, you can choose from the other options (this field will only be displayed on a profile if it differs from the default Language).

  Additional Information:

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