The Preferences area in Boulevard allows you to customize settings and options, link your payment processing account and other third-party plug-ins where you enter, and decide what information is displayed 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 on 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 contacts will reply to when an email is sent, specify if the Dashboard is displayed by default, and your tax rate used to calculate sales tax on invoices and inventory orders (except for those using Boulevard in Canada).
Add a standard note, images, and other invoice options and settings. Also, choose when to follow up with customers for reorders and when adding samples to an invoice.
Enter the seminar or fiscal year information and when each quarter starts and ends.
Only visible and applicable if you live in Canada.
If you use ProPay, enter your account information to link your account and enter the fees associated with processing credit cards (for any processor). The available mapping provider will be shown (currently Google).
- Preferences: Business Info tab
- Preferences: Invoices tab
- Preferences: Dates tab
- Preferences: Tax tab (Applicable to Canada only)
- Preferences: Plug-ins tab