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