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

By setting the option below, a discount will automatically be applied to each invoice created during their birthday month.

1. From the Edit menu, select Preferences then the Invoice tab.
2. Select Apply Discount During Birthday Month and enter the percentage in the Birthday Discount field that will be applied to everyone.
3. Click   OK   to save and close Preferences.

For Specific Contacts Only

You can choose to set a birthday discount, or even override the percent set in Preferences for specific contacts.

1. From the contact 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:

• Customer Birthdays (Report, Labels, & Email)
• 📷 Birthday Images