To access your business information, from the sidebar navigation, click Settings, then Preferences.
- (1) Invoice Info:
Information from these fields will be displayed in the upper-left corner of invoices.
- (2) Additional Info:
Additional contact information that will be displayed on invoices can be entered as well (E.g. Email, Personal Website, Facebook page, etc.).
- (3) Unit Info:
Enter unit information for yourself, your director’s name and email address, and adopted director if applicable.
- (4) Sales Tax:
The rate entered is used on inventory orders as well as invoices.
- (5) Show Dashboard By Default:
If selected, the Dashboard will be the default screen shown. If not selected, the Contact List will be displayed upon logging in to Boulevard.
- (6) Email Settings:
Enter the email address you would like contacts to reply to. The Signature button allows you to add default information to be displayed at the bottom of every email message sent.
- (1) Customize:
Various invoice options include a standard note, fonts, displaying business info, column header text, and background colors, bold delivery address, display item count, display the words "Sold To", and display account balance.
- (2) Date:
Choose either Current or Last Date Used for the invoice default date.
- (3) Print Copies:
The number of copies to be printed by default.
- (4) Sample Follow up:
An Action Item will be added to your calendar the number of days specified after adding a sample (section 2 item) to an invoice.
- (5) Invoice Follow up:
An Action Item will be added to your calendar the number of days specified after saving an invoice.
- (6) Various Options:
Choose whether, by default, the invoice prints or is emailed when initially created. If shipping is added to an invoice, or if sales tax is calculated on the shipping. Also if the Direct Ship Reminder message box appears on direct ship type invoices.
- (7) Customer Premium:
If Prompt is chosen, when an invoice is created and the qualifying amount has been reached, when the invoice is saved initially, it will prompt to add a customer premium (premiums are set on the product profile itself).
See Customizing Invoices for more information.
Enter seminar or fiscal year when each quarter starts and ends.
This tab is only applicable if you live in Canada.
- (1) Tax Rate:
Set the default sales tax rate for your province to be applied to invoices and inventory orders.
- (2) Business Number:
If applicable, enter your Business Number
- (3) Tax Year:
Ability to set a different Tax year to be used when generating reports.
- (1) Credentials:
Enter your ProPay™ premium account information to store customer credit card data through ProtectPay™ and to submit payments securely with ProPay™. Please Note: For your customers' protection, once the payment method has been added, the full credit card number cannot be accessed in its entirety. The payment information is stored using ProPay's ProtectPay service.
- (2) Fees:
When credit card payments are received or processed, choose which expense category and fee amounts will be used to automatically add an expense entry.
- (3) Direction:
Choose which mapping provider to use when accessing directions.
- (4) Mary Kay:
Will be displayed if using Boulevard for the Mary Kay industry, and applicable to U.S. and Canada only. Enter your InTouch login credentials (consultant number and password for InTouch) to Import an Inventory Order (Automatically). See Link InTouch® to Boulevard® for more information.