New invoices in Boulevard can be created from multiple areas of the platform, where items and discounts are added. Payments can be applied at the time of sale or posted later to the customer’s account, with options to save, print, or email the invoice when complete.
To create an invoice that does not affect your current inventory, see Entering Past Sales Information (Historical Invoices) or Create a Direct Ship / My Shop Invoice.
Locations:
Contact List Toolbar or Profile Slideout
Contact Profile Account & Invoices Tab for Quick Reorders or Returns
Options:
Printing or Emailing & Saving the Invoice
Locations
Contact List Toolbar or Profile Slideout
Select the contact (or the checkbox next to the contact), then from the toolbar, select the new invoice button 
. Alternatively, select the contact, then from the Actions drop-down menu on the profile slide-out, select Create Invoice.
Contact Profile Toolbar
Contact Profile Account & Invoices Tab for Quick Reorders or Returns
You can create a new or historical invoice using this option. Creating historical invoices will not change your current on-hand inventory counts but does allow you to enter past sales information.
- From the contact profile, select the
Account & Invoices tab. - From the Invoices section, select the new invoice button
and choose either New Invoice or New Historical Invoice.
Or For Quick Reorders or Returns:
- From the contact profile, select the
Products tab. - Select the checkbox next to each item being reordered or returned.
- In the upper right corner of the Products section, select the add to new invoice button (or for a return, select the return button
).
Options
Adding Items
- Select the add item button
to open the product lookup slide-out. - In the Search field, enter either a partial description or part number. To view and select from past purchases, click the History tab at the top of the form.
- Double-click to add items to the invoice, or select an item, then click Add. When finished, click Close.
- If purchasing multiple of the same item, after adding it to the invoice, the quantity can be adjusted in the Qty field within the invoice grid.
Giving Discounts
After adding items to the invoice, you can apply a percentage or a flat amount discount on the entire invoice from the Discount section on the Details tab at the bottom of the invoice, or specific items in the Discount field from the invoice grid. Flat discounts, however, cannot be combined with percent discounts. See Applying Discounts to an Invoice for more information.
Including Payment
- If the invoice is being paid in full, at the bottom of the invoice under the Details tab, select the checkmark button
next to the appropriate payment type, or enter the amount being applied. - Additional information can be added to the Check Number and Memo fields.
- If a payment is being applied to the Credit Card field, after saving the invoice, see Handling Credit Card Payments.
Note: If payment is made after the invoice has been created, we recommend posting the payment to their profile to reflect the actual payment date rather than editing the original invoice. When a Direct Payment Link is emailed, payments will automatically be applied to their profile, and their account balance will be updated.
Printing or Emailing & Saving the Invoice
When finished with the invoice, if applicable, select either Email or Print, then select Save.
Tips:
- You can set a default option (Email or Print) under the Invoices tab in Preferences.
- If Email is selected from the drop-down and the invoice hasn't already been paid in full, select Include Payment Link to include a direct payment link before saving.
- Invoices can also be printed or emailed from the Invoice Log.