New invoices in Boulevard can be created from multiple areas of the platform, where items and discounts are added. Payments can be applied at the time of sale or posted later to the customer’s account, with options to save, print, or email the invoice when complete.
To create a Direct Ship invoice that does not affect your current inventory, see Create a Direct Ship / My Shop Invoice.
Locations:
Contact Profile tabs for Quick Reorders, Returns, or Historical Invoices
Options:
Printing or Emailing & Saving the Invoice
Locations
Any Contact List
Select the contact (or the checkbox next to the contact), then from the toolbar, select the new invoice button
. Alternatively, ensure only one contact's name is selected, then right-click and choose New Invoice.
Contact Profile Toolbar
Contact Profile Tabs for Quick Reorders, Returns, or Historical Invoices
Create New or Historical Invoices:
You can create a new or historical invoice using this option. Creating historical invoices will not change your current on-hand inventory counts but does allow you to enter past sales details. For more information, see Entering Past Sales Information (Historical Invoices).
From the Account & Invoice tab on the profile, under the Invoice section, click 
then select New Invoice (or New Historical Invoice to not reduce your current On Hand quantities).
For Quick Reorders or Returns:
- From the contact profile, select the Products tab.
- Select the checkbox next to each item being reordered.
- In the upper right corner of the Products tab, select the add button .
- From the menu, select Add to New Invoice to launch a new invoice with the items added.
For items being returned, after selecting the checkbox next to each item, select the return button 
to launch a new invoice with the items added.
Shortcuts
With the contact selected on the contact list, from the Shortcuts form under the Sales group, click New Invoice. Alternatively, press Ctrl + I from your keyboard.
With either option, the invoice form will launch if the contact is already in Boulevard and selected from a list. Otherwise, the Contact Search screen will be displayed, allowing further searching or adding the contact.
Options
Adding Items
Add items to the invoice by entering part of the name or part number in the Description field. Alternatively, select the Lookup button to view all items from the product list. To select from past purchases, click the History tab.
Giving Discounts
After adding items to the invoice, you can apply a percentage or a flat amount discount on the entire invoice from the Discount section on the Details tab at the bottom of the invoice, or specific items in the Discount field from the invoice grid. Flat discounts, however, cannot be combined with percent discounts. See Applying Discounts to an Invoice for more information.
Including Payment
- If the invoice is being paid in full, at the bottom of the invoice under the Details tab, select the paid button
next to the appropriate payment type (or enter the amount being applied). - Additional information can be added to the Check Number and Memo fields.
- If a payment is being applied to the Credit Card field, after saving the invoice, see Handling Credit Card Payments.
Note: If payment is made after the invoice has been created, we recommend posting the payment to their profile to reflect the actual payment date rather than editing the original invoice. When a Direct Payment Link is emailed, import payments by selecting Check for Payments from under the Invoice button on the main toolbar.
Printing or Emailing & Saving the Invoice
When finished with the invoice, if applicable, select Email or Print, then press Save.
Tips:
- You can set a default option (Email or Print) under the Invoice tab in Preferences.
- Invoices can also be printed or emailed from the Invoice Log or Contact Profile.
Additional Information:
- To view more invoicing articles, visit the Invoices category.
- Handle and Process Customer Payments
- Handling Credit Card Payments
- Add or Edit the Default Standard Invoice Notes