The Account & Invoices tab in a contact’s profile lets you view, manage, and track all invoices and payments for that person. It’s designed to give you an up‑to‑date picture of what a customer owes, what they've paid, and the details of each transaction.
From the sidebar navigation, click 
Contacts, then Contact List. Select the checkbox to the left of the contact, then select the edit button
to open the profile. Or from the Actions menu on the profile slideout, choose Edit Profile, then select the
Account & Invoices tab to open.
Sections:
Invoices: This section displays the invoices entered for the contact.
Account: Each new invoice is automatically added to the contact’s account balance. When payments are received, you can record them manually, or they will be recorded automatically if the customer pays through a direct payment link.
Account & Invoices
Invoices
-
(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, select the email button
then from the drop-down options listed, choose Selected Invoices.)
-
(2) Date: The date on the invoice. Select the arrow button
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, Direct Ship, Web, PC Program, Facial, Double Facial, Class, On the Go, Shows, Misc, Seasonal, Personal Use, Business Supplies, or Bill To*)
- (6) Memo: Will display the note added in the Memo field
-
(7)
: Drop-down options allow you to create either a New Invoice or add a Historical Invoice (historical invoices will not reduce your current on-hand inventory amounts) -
(8)
: Prints the selected invoice -
(9)
: Deletes the selected invoice
Invoices with the sale type Bill To are not included in the Gross Receipts or Sales Summary by Date reports.
Account
-
(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