Filter Invoices by Name, Number, Invoice or Discount Type
Invoices can be filtered by Date Range, Invoice Type, Discount Type, Number, Name, and if there was Non-recovered Tax from the transaction. Different views can be accessed from the drop-down or imported from View Options.
Updated Feature for Boulevard 2025, released on August 8, 2024.
- From the main toolbar, select
Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).
- Under the drop-down menu, select from one of the available options.
- In the Filter sidebar, select a quick range from the Date Range drop-down (or choose CUSTOM to enter a custom date range).
- For additional filtering, from the Invoice Type, Discount Type, Number, or Name drop-downs, select from the available options.
- To print individual invoices*, first select the checkbox (or checkbox column header to select all), otherwise to print as a tabular report, click
Print, then choose View.
- From the Preview toolbar, click
to print (or
to export as a pdf).
- When finished, to remove any filters set, click
Clear Filters.
* The Deliveries view does not print individual invoices but allows you to select the deliveries to be made and print them in a report format.
- To add additional fields to the view, select
Column Chooser. Drag and drop desired fields onto the current view.
- To hide any columns, right-click on the column header and select Hide This Column. To reset back to the default, from the
View Options drop-down, select
Reset.
- To sort by a specific column, click on the column header to be sorted by.
- To filter by a specific column, hover over the column header. Click on
and choose your filter criteria. To clear any filters set, click
Clear Filters.
- To import a view, from the
View Options drop-down, select
Import. Alternatively, to delete the view shown, select
Delete instead.