Payments may be added to an invoice at the time of purchase or posted later from the contact list or profile toolbars.
New! Email a Direct Payment Link using Stripe so customers can pay their invoice directly.
Options:
- Apply Payment at the Time of Purchase: If the invoice is being paid at the time of purchase, it can be included on the invoice.
- Handle Payment Received After the Purchase: If a payment is received after the purchase, it’s not recommended to edit the invoice to record it. Instead, apply the payment to the customer’s account. This way, records stay accurate, showing the actual date the payment was made rather than the invoice creation date.
Apply Payment at the Time of Purchase
From the Details tab at the bottom of the invoice, enter the payment amount in Cash/Check, Credit Card, or, if the invoice is being paid in full, click 
. Alternatively, if a gift certificate is being redeemed, enter the amount in the Gift Certificate field. If the payment is Credit Card, see Handling Credit Card Payments, to process the payment and/or handle the fees associated with submitting.
Handle Payment Received After Purchase
Payments received after the initial purchase can be posted to the customer's account from either the contact list or contact profile.
From the Contact List
Select the name from the list, then, from the toolbar, click Payment.
From the Contact Profile
From the contact profile toolbar, click Payment and select 
Post Payment (If the payment method is a card that needs to be stored using ProPay or Stripe, select Manage Payment Method to add the information). View
Adding Information to the Payment Form
- From the Payment Type drop-down, select either Cash / Check, Card (which means the transaction still needs to be submitted through Boulevard), Approved Card (which means the transaction has already been processed outside of Boulevard and funds received), or Gift Certificate .
- If the invoice is being paid in full, click in the Amount field or click Paid.
- If necessary, select the payment date (optionally, select an invoice number from the invoice drop-down).
- If you chose Approved Card in the Card Payment Fee area, select either Stripe, ProPay, or Other. Then, from the payment type menu, select the appropriate option if needed. Verify the amount in the Fee field or make adjustments if necessary.
- When finished, click OK to save and close the Payment form.
Tip: If the payment source is an electronic cash payment, select Cash/Check as the Payment Type. In the Memo/Check # field, specify the payment method, such as Venmo, PayPal, Zelle, ACH, E-Tran, etc.
Additional Information:
The right-click menu can also be used from the Customer and Address lists to post the payment from the Account & Invoice tab of the contact profile.
- See Handling Credit Card Payments to process the payment and/or handle the fees associated with submitting.
- Correct an Account Balance
- Clear Multiple Account Balances
- Add or Remove Credit Card Information