Entering Past Sales Information (Historical Invoices)

There are a couple of ways to get caught up and enter past customer sales information into Boulevard, depending on whether your on-hand inventory is accurate.

Option 1: If Your On Hand Inventory is NOT Accurate

If your on-hand amounts are inaccurate, create new invoices using the original transaction date. The sample image shows from inside the contact profile; however, there are several different ways.  See Create a New Invoice for more information.

Option 2: If Your On Hand Inventory is Accurate

If your on-hand amounts are accurate, follow the steps below to create Historical invoices, entering the date from the original transaction. Historical invoices will not change your current on-hand inventory amounts.

1. Open the contact profile for the customer to be invoiced.
2. From the toolbar select Invoice, then Historical from the drop-down options listed.
3. Click   Yes   confirming that you are creating a historical invoice.
4. When finished creating the invoice,  click  Save   .

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Additional Information:

• Invoice Overview