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.
A discount will automatically be applied to each invoice created during their birthday month by setting the option below.
- From the Edit menu, select Preferences, then the Invoice tab.
- From the Discounts section, select Apply Discount During Birthday Month to enable and enter the percentage to be applied in the field.
- Select from one of the options listed in the Birthday drop-down, or click ... to create a new type.
- After selecting the desired discount, click OK to save and close Preferences.
You can set a birthday discount or even override the percentage in Preferences for specific contacts.
- Open the contact's profile, and from the profile toolbar, click Utilities, then Settings to open Profile Settings.
- Under the Discounts section, click the Birthdays field and ensure Use Preferences is un-checked.
- Enter a percentage in the Birthday field, then click X to close.
- Click OK to save and close Profile Settings, then Yes to save the contact profile.