Create a New Invoice

There are several ways to launch and create a new invoice in Boulevard. Choose from the following options listed below.

• From any list (customer, unit, or address list), select the desired contact, then from the list's toolbar, click Invoice View
• From the profile toolbar, click Invoice, then select New (or Historical) View
• In the Products tab on the profile, select the checkbox next to items being reordered. Click  then select Add to New Invoice View
• From the Account & Invoice tab on the profile, under the Invoice section, click then select New Invoice View
• From the Shortcuts form under the Sales group, click New Invoice. 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. View
• Ensure only the contact's name is selected, then right-click and choose New Invoice View
• Using the keyboard shortcut, press Ctrl + I. 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. View

Tip: Historical invoices can also be created. When doing so, you can enter the sale and choose whether the items on the invoice should reduce current inventory, add an entry to the WAS, create a sample follow‑up date on the calendar, update the customer’s Last Contact date, and adjust the customer’s current account balance.

1. Add items to the invoice by entering part of the name or part number in the Description field, or select Lookup to add items from the product list or the customer's previous purchases.
2. If the items are being shipped directly from the company and not your inventory, see Create a Direct Ship / My Shop Invoice.
3. Apply any applicable discounts and payment if the invoice is being paid at the time of the sale. Otherwise, leave the balance on account, and post a payment once received. Alternatively, you can send a direct payment link so the customer can pay the invoice if you have a connected Stripe account.
4. When finished, select whether you want to print the invoice, then   Save to complete the invoice.

 Boulevard will update several areas of the program automatically based on information from the invoice, as well as the contact's personal preferences if set.

Areas updated after creating an invoice

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• Next Contact Date
• A Follow-up Action Item will be added to the calendar.
• The contact's account balance changes to reflect the invoice total.
• The contact's product history matches the invoice items, including returned items.
• On-hand inventory quantities are updated.
• The Weekly Accomplishment Sheet (WAS) is updated to reflect the sale and other information added to the invoice.
• Sales History for each product
• If applicable, an entry is added to the Non-Recovered Sales Tax Summary report (and any other report that applies).

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Additional Information:

• To view more invoicing articles, visit the Invoice category. 
• Handle and Process Customer Payments
• Handling Credit Card Payments
• Add or Edit the Default Standard Invoice Notes