The options in the Details tab of the invoice include discounts, payment information, invoice totals, and account balance details.
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(1) Discount Type: The default is Standard. To choose a different option, select the drop-down arrow
and choose from the options listed, or select the edit button
to add, edit, or delete a custom discount type. If the invoice Sale type is Business Supplies, the Expense Category drop-down field will be displayed. Choose the applicable Expense category to remove the invoiced items from your inventory. Boulevard will then automatically create the expense entry. See Handle Demos, Donations, or Expired/Product Loss for more information. - (2) Percent: Select this option to apply a percentage discount to the entire invoice total. If the contact has a default discount saved on their profile, the percentage will appear automatically in this field.
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(3) Flat Amount: Select this option to apply a flat dollar discount to the entire invoice total.
Note: Flat and percent discount types cannot be combined.
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(4) Credit Card: Enter the amount the customer charged on a credit card. Select the checkmark button
to enter the invoice total into this field. Boulevard tracks unprocessed credit card charges in the Credit Receivables form (Credit cards are not immediately processed from the invoice form).
- (5) Memo: If the payment is being made by credit card, the information added will be displayed in the Memo field under the Account & Invoices tab of the profile and Credit Receivables.
- (6) On Account: This read-only field contains the invoice total minus any amount entered in the Cash/Check or Credit Card fields. Any amount remaining in this field indicates an unpaid balance or credit to the account.
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(7) Cash/Check: Use this field if a Cash/Check payment is being applied when the invoice is created. You can also select the checkmark button if the invoice is being paid in full.
- (8) Check Number: If paying by check, enter the check number in this field. Or, if the payment is another type of cash/e-transfer, enter up to 6 characters (i.e., PayPal, Venmo, E-Tran, Zelle, etc.)
- (9) Gift Certificate: Use this field if a gift certificate is being redeemed as the form of payment.
- (10) Subtotal: Displays all invoice items' subtotal before any discounts are given.
- (11) Discount: Displays the discount dollar amount applied to the invoice.
- (12) Reward Discount: This field displays the discount dollar amount applied to the invoice from the contact's applicable reward balance.
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(13) Tax: Displays the sales tax amount applied to the invoice. Boulevard calculates sales tax based on the default rate entered in the Sales Tax field in Preferences (or the Tax tab in Preferences for Canadian users). Alternatively, a default sales tax rate can be added to the contact profile settings for individuals and used on invoices. Override the tax rate applied to the invoice by selecting the edit button and changing the Percent or selecting Flat Amount. You can also override whether to calculate tax on Shipping or before discounts.
- (14) Shipping: The shipping field is the amount being charged to the customer for shipping and is added directly to the invoice total but is not used when computing the sales tax amount unless specified. The income from this field is added to the Shipping field on the Gross Receipts report.
- (15) Total: Displays the total dollar amount of this invoice.
Additional Information:
- Create a New Invoice or Create a Direct Ship / My Shop Invoice
- Import A Customer Website/Direct Ship Order
- View Customer Product Usage and Purchase History
- Record Shipping on Invoices
- Send Direct Payment Link in an Email
- Handle and Process Customer Payments
- Profile: Account & Invoices tab
- Reverse or Delete an Invoice