View Invoices by Discount Type
Invoice information can be filtered and grouped by the invoice Discount 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.
- From the main toolbar, select
Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).
- From the drop-down menu, select the Invoices by Discount Type view.
- In the Filter sidebar, select a quick range from the Date Range drop-down (or choose CUSTOM to enter a custom date range).
- From the Discount Type drop-down, select Has Discount Type to filter all invoices that have any type applied or choose a specific type.
- If desired, you can drill down the list further by using any of the available sidebar filters, such as Invoice Type, Name, or Has Non-recovered Tax.
- 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.
Additional Information:
- Wrapping Up Year-End for Tax Purposes
- Invoice Log Overview
- 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.