- From the sidebar navigation, click Contacts, then Contact List.
- Double-click on the desired contact, or select theto the left of the contact, then clickto open the profile.
Account & Invoices tab
This section displays the invoices entered for the contact.
- (1) :
Used to select the invoice
- (2) Date:
The date on the invoice. Click to expand and view the contents of the invoice.
- (3) Number:
The unique invoice number
- (4) Total:
The total amount of the invoice
- (5) Type:
The invoice sale type (options include Reorder, Guest Checkout, EZ Ship, Web PC Program, Facial, Double Facial, Class, On the Go, Shows, Misc, Seasonal, Personal Use or Business Supplies)
- (6) Memo:
Will display the note added in the Memo field
Drop-down options allow you to create either a New Invoice or New Historical Invoice (historical invoices will not reduce your current on-hand inventory amounts)
- (8) :
Prints the selected invoice
- (9) :
Deletes the selected invoice
Each time you create an invoice it is added to that contact's account balance, providing you with a running total of the account. Then, as you receive payments, you can record them.
- (1) Show all transactions:
If unchecked, only outstanding transactions will be shown; if checked, all transactions will be shown (outstanding and cleared)
- (2) Date:
The date of the transaction
- (3) Invoice:
The invoice associated with the transaction
- (4) Invoice Amount:
The amount of the invoice
- (5) Payment Amount:
The payment amount
- (6) Reference:
The information entered into the Memo field on the payment form or the Authorization number
- (7) Cleared:
Once an invoice has been paid in full it is considered cleared from the contact's account balance.
- (8) Submitted Charge:
Specifies whether the credit card has been processed through Boulevard
- (10) :
Select to add a payment
- (11) :
Select to delete a transaction