Payments may be added to an invoice at the time of purchase or posted later from the contact list or profile toolbars.
Tip: You can also email a Direct Payment Link so customers can pay their invoice directly.
Options:
At the Time of Purchase: If the invoice is being paid at the time of purchase, it can be included on the invoice.
Received After the Purchase: If the payment is received after the purchase, it is not recommended to edit the invoice to post the payment; instead, post it to their account. This allows for more accurate recordkeeping (E.g., a payment will show the date that the invoice was actually paid instead of the date the invoice was created).
Apply Payment at the Time of Purchase
From the Details tab at the bottom of the invoice, enter the payment amount in either Cash/Check, Credit Card. Or select the checkmark button
if the entire invoice balance is being paid in full. If adding the payment amount to the Credit Card field, see Handling Credit Card Payments to process the payment and/or handle the fees associated with submitting.
Alternatively, if a gift certificate is being redeemed, enter the amount in the Gift Certificate field.
Handle Payment Received After Purchase
Payments received after the initial purchase can be posted to the customer's account from either the contact list or contact profile.
From the Contact List:
Using the search field from the Contact list, locate the customer. Click the checkbox next to the contact's name, then from the contact list toolbar, select the payment button 
then choose Post Payment. Or from their profile slideout, under the Actions menu, select Post Payment.
From the Contact Profile:
Using the search field from the Contact list, locate the customer. Open the contact profile, then from the contact profile toolbar, select the payment button then choose Post Payment (or from the Account & Invoices tab, select the add payment button 
from the Account section).
Adding Information to the Payment Form:
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From the Payment Type drop-down, select the applicable payment method.
Note: If the payment has already been processed outside of Boulevard using a card, select Approved Card to continue and record the fees associated. Select Card if the transaction still needs to be processed through Boulevard using Stripe or ProPay. After selecting OK, see Handling Credit Card Payments.
Tip: If the payment source is an electronic cash payment, select Cash/Check as the Payment Type. In the Memo field, specify the payment method, such as Venmo, PayPal, Zelle, ACH, E-Tran, etc.
- Enter the amount being paid in the Amount field. Or select the checkmark buttonif the entire account balance is being paid in full.
- If necessary, select the payment date (optionally, select an invoice number from the invoice drop-down).
- When finished, select OK to save and close the Payment form.
Additional Information:
If the payment method is by Card and still needs to be processed, select the payment button then select Manage Payment Method to add the information. See Handling Credit Card Payments to process the payment and/or handle the fees associated with submitting.