Articles in this section

Print or PDF an Invoice

Invoices can be accessed from several areas within Boulevard and printed directly on a desktop or laptop computer or saved as a PDF. When using an iPad, tablet, or other mobile device, the invoice is downloaded as a PDF and can then be printed.

Locations:

Invoice

Contact Profile

Invoice Log

Printing from an iPad or other mobile device


Invoice

TOP

When creating a new invoice, select Print from the drop-down option before selecting Save. In print preview, select the print buttonPrint or on a mobile device, tap the export buttonExport to to export and download as another file type, such as PDF.

Tip: Choose the option to Print or Email the invoice by default when saving from the Invoices tab in Preferences.

Print from the Invoice

Contact Profile

TOP

Open the profile and select the Account & Invoices tab. Select the checkbox next to the invoice, then from the Invoice section header, select the print buttonPrint. In print preview, select the print buttonPrint or on a mobile device, tap the export buttonExport to to export and download as another file type, such as PDF.

Print from the Contact Profile

Invoice Log

TOP

From the sidebar navigation, click Business ToolsBusiness Tools, then Invoice Log. Locate and select the checkbox next to the invoice, then from the toolbar, select the print buttonPrint then choose Print. In print preview, select the print buttonPrint or on a mobile device, tap the export buttonExport to to export and download as another file type, such as PDF.

Tip: To locate the invoice to print, if necessary, from the toolbar select the filter buttonFilter then choose Filter from the drop-down options.

Print from the Invoice Log

Printing from an iPad or other mobile device

TOP

From print preview, select the export button then choose PDF. To access it, tap Download and select from your top toolbar. After selecting the PDF file, tap​ to print (see sample image below)

Alternatively, if you want to save paper while still generating invoices, you can set email invoices as the default in Preferences. This will ensure that you and your customer receive the email with the invoice attached. 

More Resources

  • Billing Account

    Sign in to your billing account to access invoices, make changes to your subscription and more

  • Live Support

    9 am - 5 pm PT Monday to Friday

  • Events

    Watch recent replays and register for upcoming webinars

  • Videos

    For how-to videos visit our Boulevard Online channel on Vimeo