Invoice Log Overview

From the Invoice Log, you can print (or export as pdf or other file formats) individual invoices or tabular reports using the different options from the View drop-down. Invoices can be filtered by Date Range, Invoice Type, Discount Type, Name, Number, and if there was Non-recovered Tax from the transaction.

Updated Feature for Boulevard 2025, released on August 8, 2024.

From the main toolbar, select Invoices (or from the Business Tools menu, select Invoice Log).

(1) Column Chooser: Add additional columns to the current view
(2) View Options: Select from New (which allows you to create a new view), Reset (to reset the currently displayed view to its default layout), Import (additional view layouts that can be loaded), or Delete (delete custom created or loaded views). To hide a column from the view displayed, right-click on the column header and select Hide This Column.
(3): Select from 4 pre-defined layout options from the View drop-down which include Default, Deliveries, Invoices by Discount Type, and Invoices by Type. The 4 pre-defined layout options cannot be deleted but can be customized.
(4) Print: The drop-down options include View and Mailing Labels (See (14) below for more information when printing).
(5) Clear Filters: Removes any sidebar or column filters set with the currently displayed view.
(6) Sales Chart: View and print a bar chart grouped by the monthly sum of the transactions displayed in the current view (hover over each bar to display the monthly sum). View
(7) Reverse Invoice: This option allows you to select a single invoice to delete/reverse. This will return all items from the invoice to your current inventory, and any payments, WAS entries, Calendar follow-up, etc., will also be removed (if the contact has not already been permanently deleted from Boulevard).
(8) Date Range: From the filter drop-down, select from one of the quick date options CUSTOM, DAY, WEEK, MONTH, YEAR/QTR CALENDAR, YEAR/QTR SEMINAR. Select CUSTOM to enter a custom date range.
(9) Invoice Type: From the filter drop-down, select from one of the following sale types Reorder, Guest Checkout, Direct Ship, Web, PC Program, Facial, Double Facial, Class, On The Go, Shows, Misc, Seasonal, Personal Use, Business Supplies, or Bill To.
(10) Discount Type: From the filter drop-down, select from one of the following discount options Has Discount Type or Has PST/GST Rebate Type*, (none), Standard, Personal Use or Own Use*, Indigenous Peoples*, Hostess Credit, Birthday/Anniversary, Business Supplies, or a custom type you previously created. *Applicable to Canada only
(11) Number: From the filter drop-down, select an invoice number from the options listed.
(12) Name: From the filter drop-down, select a name from the options listed. These options include all contacts from either the Customer, Unit, or Address list but do not include contacts stored in Boulevard's Recycle Bin or have been permanently deleted.
(13) Has Non-recovered Tax: Select the checkbox to include invoices with non-recovered sales tax.
(14) : If checkboxes are selected for multiple invoices when printing or exporting, the individual invoices will be printed or exported from the preview form. A tabular report will be printed or exported from the preview form if no checkboxes are selected. Selecting the checkbox column header will select all invoices displayed in the current view.
(15) Settings: Options include Show grid lines, Alternate row colors, Landscape orientation, and including a custom Subtitle when printing a tabular report (or exporting from the preview form).
(16): For currency fields, the field sum of all invoices shown will be displayed in the footer.