The Preferences area in Boulevard can be accessed from the Options menu on the main toolbar to update your business contact information, invoice settings, seminar year dates, Canadian tax rates, backup preferences, online sync, and payment processors like ProPay and Stripe. Additional resources for customizing Boulevard are also provided.
To access, select
Options from the main toolbar, then
Business Info (or from the Edit menu, select Preferences).
Tabs:
Business Info: Include contact details that will show on your invoices, along with consultant and director information, and tax report settings.
Invoice: Set invoice date and printing preferences, follow‑up reminders, customer premium prompts, and personalize invoices with images and notes.
Seminar Year: Lists the dates for each seminar year with each quarter's start and end dates and is used when accessing reports and any form that uses quick date options.
Tax: Applicable to the Canadian version only it enables the ability to set province‑specific tax rates, business details, and calculation options for supplies and shipping.
Backup: Set your backup preferences for reminders, automatic saves, and file locations, and store backups externally — such as on Google Drive — to safeguard them if your computer has issues.
Online Sync: Add your Main Street account login information to enable prompts when product updates and software releases are available, connect your external email for sending through Boulevard, and sync data with the Avenue app.
Payment Processors: Connect your ProPay and Stripe accounts to process payments and record the fees in Boulevard. Alternatively, if you use a different payment processor, you can select Other to record the fees associated with processing card payments.
Additional Information:
See the Preferences & Customizing Boulevard section for additional articles to tailor Boulevard further.
