Entering Past Sales Information (Historical Invoices)
There are a couple of ways to get caught up and enter past customer sales information into Boulevard, depending on whether your on-hand inventory is accurate.
If your on-hand amounts are inaccurate, create new invoices using the original transaction date. The sample image shows two ways to create a new invoice from inside the contact profile; however, you can also create a new invoice from the contact list toolbar. See Create a New Invoice for more information.
If your on-hand amounts are accurate, follow the steps below to create historical invoices, entering the date from the original transaction. Historical invoices will not change your current on-hand inventory amounts.
- From the contact profile, click on the
Account & Invoices tab. - In the upper right corner of the Invoices section, click
and select New Historical Invoice from the drop-down.
- Acknowledge and confirm that you want to create a historical invoice by clicking Yes.
- From the Process Invoice pop-up, choose from the following options: Remove product from inventory (unchecked by default), Add sample followup to the calendar, Update customer last contact, and Change customer account balance.
- When finished, click OK.
- Click
and in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form. - Double click to add items to the invoice, or select the checkbox next to each item, then click
. - When finished, click
. - If the invoice was paid in full, at the bottom of the invoice under the Details tab, click
next to the appropriate payment type, otherwise enter the amount being applied. - Additional information can be added to the Check Number and Memo fields.
- When finished with the invoice click
.
Additional Information:
For more information about entering past business information into Boulevard, such as expenses and inventory product orders, see Getting Caught Up.