Profile: Account & Invoices tab – Boulevard Online Support Center

From the sidebar navigation, click Contacts, then Contact List.
Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
Select the Account & Invoices tab to open, then when finished, clickto close.

Account & Invoices

Invoices

This section displays the invoices entered for the contact.

(1): Used to select the invoice. Select a checkbox to print one invoice, or select up to 5 to email (after selecting, from the profile toolbar, click then from the drop-down options listed, choose Selected Invoices.)
(2) Date: The date on the invoice. Click to expand and quickly view the items included in 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
(7): 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

Account

Each time an invoice is created, it is added to the account balance for the contact, providing you with a running total of the account. Then, as you receive payments, you can record them, or if a direct payment link has been emailed, once paid, the payment will automatically be recorded for you.

(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 their account.
(8) Submitted Charge: Specifies whether the credit card has been processed through Boulevard
(9) : Click to edit the payment selected
(10) : Select to add a payment
(11) : Select to delete a transaction