The Sales Summary tab on an invoice records details that feed into the Sales Summary by Date report, including the hostess name for grouping event‑based sales, the number of basic sets sold, interviews held, new recruits, time spent, calls or guests involved, and bookings generated.
Hostess Name: The Hostess Name field is used to identify the person the sale was made to. When the invoice sale type is Class or Double Facial it is used to group them on the Sales Summary by Date report (date, hostess name, and invoice sale type must match for grouping).
Basics: Enter the number of basic sets sold on the invoice.
Interviews held: Enter the number of interviews held connected to the invoice. Interviews can also be recorded from a Contact Log entry.
New recruits: Enter the number of new recruits connected to the invoice.
Time spent: Enter the amount of time spent (in hours) on the transaction that resulted in the sale. Time spent can also be recorded from a Contact Log entry.
Calls/Guests: Enter the number of people or phone calls connected to the invoice.
Orders: This field is for reference only. Boulevard automatically transfers this number to the Sales Summary by Date report.
Bookings: Enter the number of future events booked resulting from the invoice.
