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 or not.
If your on-hand amounts are not accurate, create new invoices using the original transaction date.
Once you've entered all of your past invoices, follow the steps to clear On Hand inventory amounts.
After clearing your On Hand inventory, follow the steps to enter your current inventory amounts.
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 .