Automatically Apply a Birthday Discount

Boulevard can automatically apply a percent discount on the invoice total during a contact's birthday month for everyone, or only specific contacts, and even override the amount for individuals.

For Everyone

A discount will automatically be applied to each invoice created during their birthday month by setting the option below. 

1. From the Edit menu, select Preferences, then the Invoice tab.
2. From the Discounts section, select Apply Discount During Birthday Month to enable and enter the percentage to be applied in the field.
3. Select from one of the options listed in the Birthday drop-down, or click ... to create a new type.
4. After selecting the desired discount, click   OK   to save and close Preferences.

For Specific Contacts Only

You can set a birthday discount or even override the percentage in Preferences for specific contacts.

1. Open the contact's profile, and from the profile toolbar, click Utilities, then Settings to open Profile Settings.
2. Under the Discounts section, click the Birthdays field and ensure Use Preferences is un-checked.
3. Enter a percentage in the Birthday field, then click X to close.
4. Click   OK   to save and close Profile Settings, then   Yes   to save the contact profile.

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Additional Information:

• Change the Standard or Birthday Discount Type
• Customer Birthdays (Report, Labels, & Email)
• 📷 Birthday Images