Invoice Log Overview – Boulevard Online Support Center

The Invoice Log allows you to filter and view sales information included on invoices. The default layout includes the following columns; Date, Number, Type, Name, Total, Discount Type, and Discount.

To access the Invoice Log, from the sidebar navigation, click Business Tools, then Invoice Log.

Toolbar

(1): The Column Chooser allows you to add or remove columns, or Reset to the default layout. See below for information about the fields that can be added.
(2): Compose an email message with the invoice attached.
(3): Filter the log by Invoice Type, Discount Type, Date Range, Name, Has Non-recovered Tax, and Has Shipping.
(4): Print an individual invoice, the invoices displayed in the grid as a report, or mailing labels for the invoices shown.
(5): Deletes/Reverses the selected invoice.
(6) Advanced Search: Select the link to drop-down fields used to search individual columns. Click Reset to remove the filtered search criteria and hide the column header search fields.

Adding Columns

Click and select Column Chooser to add or remove columns, or select Reset to return to the default layout.

Available Fields:

Date: The date the invoice was created
Number: The number assigned to the invoice
Type: The invoice sale type
Name: The contact the invoice was created under
Total: The invoice total, including discounts and sales tax
Discount Type: The type of discount given on the invoice (set as Standard by default)
Discount: The total amount of discounts given (including section 1 items marked as a Gift)
Referred By: The name of the person who referred the contact as listed on the contact profile
Hostess: If the invoice represents a sale from an event with multiple attendees, such as a Class, Double-Facial, or Show, the hostess's name will be displayed.
Address: The address of the contact as listed on the contact profile
City: The city listed on the contact profile
State: The state or province listed on the contact profile
Home/Work/Other/Mobile Phone: The corresponding phone numbers as listed on the contact profile
Preferred Phone: If specified on the profile, the contact's preferred phone number
Total less Tax: The invoice amount after discount minus tax
Total Tax Invoiced: The amount of tax calculated on the invoice
Tags: Used for grouping contacts
Shipping: The amount of shipping added to the invoice

For Canadian users, HST Total, GST Total, and PST/QST Total are also available fields that can be added.

Additional Information: