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Customizing Invoices & Adding Images

Invoices can be customized by adding images, updating notes, and adjusting display options. Images can be placed in the top banner, photo area, and footer sections using the designated fields, and recommended sizes help them fit properly. A standard note can be edited on the note tab, and visual options like showing business information or item counts can be set on the options tab.

Options: Invoice

All options and settings can be found on the Customize Printed Invoice form, separated into three tabs: Images, Note, and Options

 From the main toolbar, select Preferences Options. Then from under the Invoice section choose Notes, Images, or Options (or from the Edit menu > Preferences > Invoice tab > Customize Invoice Customize...)

Tabs:

Images

Note

Options

After making changes, select Preview to view a sample invoice. When finished, select OK to save and close the form.

 


Images

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Click the add button Add to add an image (or the minus button Remove to remove). Try the Document Builder to create a custom Banner, Business Info, Photo, and Footer images.

Click to view a Sample Printed Invoice.

Customize Invoice: Images tab

Top Banner:

The image is displayed at the top of the invoice. Optimal Images sizes for Top Banner: 1.15" H x 7.5" W

Banner


Photo:

The photo is displayed just below the top banner on the left-hand side of the invoice. If a Top Banner is not added, the Photo will be at the top of the invoice margin.

Optimal Image sizes for Photo: 1.85" H x 1.4" W or 1.85" H" x 4.5" if the Display My Business Info is not enabled. Uncheck the Display My Business Info setting if you add an image in the Photo field that includes your business information.

Photo


To conserve space and allow additional items to be displayed, all footers will appear directly below the note or the totals (if a note is not displayed). If several items are listed on the invoice or a longer note is displayed, the note and footers will be displayed together on the second page, rather than being separated. 

Optimal Image size for Footers: .75" H x 1.5" W

Left/Right Footers:

The images are located at the bottom left and right footers of the invoice. 

Middle Footer:

It includes a Message area for adding a short message (up to 250 characters) and an optional URL that can be displayed as a QR code image.

Footers

Note

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Select the Note tab to add or change the standard note displayed on invoices. See Add or Edit the Default Standard Invoice Notes for more information about creating multiple standard notes to choose from and the ability to add profile fields.

Information added to the Note section is saved with each invoice; therefore, images cannot be added to this area as they will increase the database size exponentially and potentially cause performance and other issues. Images can only be added to the specific placeholders provided (Top Banner, Photo, Footers), which do not impact your database size. If your data file is large and you've added images to the Notes in a previous version of Boulevard, we recommend taking a backup and then removing the Notes from past invoices. View the Delete Invoice Notes video for more information.

Customize Invoice: Note tab

Options

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Select the Options tab to choose from the following settings.

  • Bold delivery address: contact address information will be bold View
  • Small delivery address: contact address information will be displayed smaller View
  • Display item count: display the number of items being purchased View
  • Display the words "Sold To": displays above the contact's name View
  • Do not display account balance: hides the account balance from being displayed View
  • Do not display Day Code: hides the Day Code field from being displayed
  • Rewards: Choose how reward information is displayed (will only display if the Track Rewards setting is enabled. See Setting up a Reward Program for more information on setting up a Rewards Program).

Customize Invoice: Options tab


Additional Information:

Note: If your invoice prints multiple pages, we recommend removing any extra space, shortening the text added, or making the font size smaller. 


Popular External Links

Note: The following links are provided as a courtesy only. You should verify before using them and always test your generated QR codes before distributing them.

Apple & Google Apps

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Apple App Store

  • Mary Kay® Skin Analyzer: https://apps.apple.com/us/app/mary-kay-skinsight/id1417941279
  • Mary Kay® MirrorMe: https://apps.apple.com/us/app/mary-kay-mirror-me/id1327126312
  • Mary Kay® Interactive Catalog: https://apps.apple.com/us/app/mk-ecatalog/id493554468

Google Play

  • Mary Kay® Skin Analyzer: https://play.google.com/store/apps/details?id=com.marykay.skinsight.android.flavorProd
  • Mary Kay® MirrorMe: https://play.google.com/store/apps/details?id=com.marykay.beauty
  • Mary Kay® Interactive Catalog: https://play.google.com/store/apps/details?id=com.marykay.mkcatalog

Payments

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Share Files from Cloud-Based Locations

More Resources

  • Billing Account

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

  • Support Hours

    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 software channel on Vimeo