New: This is a new feature included in Boulevard 2023, released on August 8, 2022!
When applying a discount to an invoice, the default discount type is set as Standard or Birthday/Anniversary if you have it set in Preferences to automatically apply a discount during their birth month (unless otherwise specified in their contact profile settings). You can create a new default discount type for each or select a type that has been previously created.
To access the discount types, from the Edit menu, select Preferences, then select the Invoice tab.
- Select from one of the options listed in the Standard drop-down from the Discounts section, or click ... to create a new type.
- After selecting the desired discount, click
OK to save and close Preferences.
- 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.
