View Invoices by Type

Invoice information can be filtered and grouped by the invoice Sale type from the Invoice Log. Print in a report format, individual invoices, or the corresponding mailing labels.

Updated Feature for Boulevard 2025, released on August 8, 2024.

1. From the main toolbar, select  Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).
2. From the drop-down menu, select the Invoices by Type view.
3. If desired, you can drill down the list further by using any of the available sidebar filters, such as Date Range, Invoice Type, Discount Type, Name, or Has Non-recovered Tax.
4. 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.
5. From the Preview toolbar, click  to print (or  to export as a pdf).
6. When finished, to remove any filters set, click  Clear Filters.

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Additional Information:

• 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.
• Wrapping Up Year-End for Tax Purposes