In Boulevard's Preferences section, you can tailor settings and options to your needs, connect your payment processing account, and select the information to be shown on customer invoices.
To add or change your business information displayed on invoices and other Boulevard settings, click
Settings, then Preferences from the sidebar navigation.
Click the links below to view detailed information contained within each tab.
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).
Invoices tab
Add a standard note, images, and other invoice options and settings. Also, choose when to follow up with customers for reorders and after adding samples to an invoice.
Dates tab
Enter the seminar or fiscal year information, and when each quarter starts and ends.
Tax tab
Only visible and applicable if you live in Canada.
Payment Processors tab
If you use ProPay or Stripe, enter your account information to connect your account and enter the fees associated with processing cards (or select Other to record fees if you use a different processor).
Additional Information:
- See the Preferences section for additional articles to further tailor Boulevard.
