Invoices
Create professional custom invoices you can print or email. Each time an invoice is generated for a customer everything is updated throughout Boulevard - from purchase history, inventory amounts, account balances and when to follow up with the customer next!
Overview
- Printed Invoice Options
- Account Balance, Buttons & Other Options
- Main Form Fields
- Details tab
- Discounts tab
- Shipping/Delivery tab
General
- View Previously Purchased Items for a Contact
- Handle Demos, Donations, or Expired Product
- Handling Personal Use
- Create a New Invoice
- Invoice a Class
- Print an Invoice
Direct Ship Sales
Discounts, Shipping, Sales Tax, & Payments
- Clear an Incorrect Account Balance
- Posting Customer Payments
- Handling Sales Tax on Discounted Items
- Record Shipping Amount on Customer Orders
- Process Credit Card Payments
- Record a Credit Card Payment as Received