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Import a Product Order into Your Inventory from InTouch® View Customer Product Usage (Purchase History for Products)
  1. Boulevard Installed Software Support
  2. Invoices

Invoices

Create professional <a href="https://mainstsoftware.zendesk.com/hc/en-us/articles/16291809227931-Customizing-Invoices-Adding-Images">invoices you can customize</a>, then <a href="https://mainstsoftware.zendesk.com/hc/en-us/articles/225471068-Print-or-PDF-an-Invoice">print</a> or <a href="https://mainstsoftware.zendesk.com/hc/en-us/articles/225261667-Email-an-Invoice">email</a>. Each time an invoice is generated for a customer, everything is updated throughout Boulevard—purchase history, inventory amounts, account balances, and when to follow up with the customer next.

General

  • Create a New Invoice
  • Print or PDF an Invoice
  • Change the Standard or Birthday Discount Type
  • Email an Invoice
  • Handling Sales Tax on Discounted Items
  • Reverse or Delete an Invoice
See all 12 articles

Invoice Overview

  • Invoice Overview
  • Invoice: Details Tab
  • Invoice: Note Tab
  • Invoice: Shipping/Delivery tab
  • Invoice: Product Order Tab
  • Invoice: WAS tab
See all 8 articles

Payments & Account Balance

  • Posting Payments
  • Correct an Account Balance
  • Record a Payment Made at the Time of the Purchase
  • Handling Credit Card Payments
  • Clear Multiple Account Balances

Invoice Log

  • Invoice Log Overview
  • Filter Invoices by Name, Number, Invoice or Discount Type
  • View Sales Totals for a Specific Date Range
  • View Invoices by Type
  • View Invoices by Discount Type

Direct Ship Sales

  • Create a Direct Ship Invoice
  • Edit a Direct Ship Invoice

Other Income

  • Handling Gift Certificates/Vouchers
  • Selling a Gift Certificate for Less than the Redemption Amount
  • Tracking Commissions & Income from Additional Sources

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