"Previous Balance" printing option on Invoices
AnsweredI was using Blvd 2014 until just recently when due to my old computer dying, I downloaded & installed Blvd 2016 on my new computer. I was quite disappointed this morning when I found that I could not remove the "previous balance" from my invoices. I don't know when that feature was removed since I did not install Blvd 2015; however, I can't reiterate enough how disappointed I was when after searching online help I contacted support to find out that there is no longer an option to remove "previous balance" from invoices like there used to be. I'm behind on posting payments in Blvd and I don't want the "previous balance" showing up on the client's invoice when they may have already paid the balance. Nor do I want to inaccurately post payments until I have checked my receipts, etc to make sure the client has indeed paid me. The only work around seems to be to go into the client's account balance, post a payment equivalent to the outstanding balance, print the invoice, then reverse the payment. Those extra steps are time consuming & inconvenient. Why was this feature removed? And more importantly do you plan to add it back?
-
Official comment
Just an update to this post. In Boulevard 2018, you have to option whether or not to display the customer's current account balance. This option can be selected by going to the Edit menu > Preferences, then clicking on the Invoice tab. Select the Customize button and under the Options section, check or uncheck Do not display account balance.
See Customizing Invoices & Adding Images for more information on other options and enhancements that can be made to customer invoices.
-
Hi Judie,
Thank you for reaching out to us. After looking into your correspondence with us this morning, I found that you were given misinformation, so I apologize for that.
The representative that you chatted with did realize her mistake and sent an email with the steps to change the setting that will hide the Previous Balance on a customer's invoice.
If you didn't receive the email, here are the steps to exclude the Previous Balance on a customer's invoice:
- From the Settings menu, select Preferences.
- Select the Sales tab, and click the Customized Printed Invoice button.
- Ensure that Use Classic Format is checked, and that Up-to-date account balance (classic only) is un-checked.
Thank you again for reaching out. We appreciate all feedback, good and not-so-good. We continually strive to make Boulevard even better!
0 -
Thanks, Kelli. :)
0 -
You're very welcome Judie!
0 -
Kelli, Thank you for that information. I too am in the same 'boat' as Judie.
This is very frustrating and disappointing. I am finding the 2016 version to be rather cumbersome from all the years past :( LOL.
Finding it is taking much longer to input and 'catch' up with editing invoices and/or correcting them, i.e., post payments, not include GWP on sales invoice, etc
I am finding I must e-mail or go on Live Chat to answer and resolve 'issues' that were otherwise a breeze in previous releases.
Thank you all for your patience in helping me thru some of these revisions.
Erika Bradley
0 -
Hi Erika,
Thank you for your feedback. Can you elaborate on specific things that you find are more challenging than in previous versions of Boulevard?
We're about to start beta testing the new version (releasing in June), and I'd like to ensure your concerns have been addressed and taken care of in Boulevard 2017.
Or, we may need to ensure that there are support articles that are clear and concise to step you through any questions you may have. Either way, I'd love to help you further.
0 -
Hi Kelli!
I have only been using Blvd 2016 a couple of months, but I have had to go to the live support center more than ever before. I found that the previous versions that included Help within the software itself was much more helpful. You could press F1 wherever you were in the software & it would jump to the "help" just for that particular module in the software. Recently I had a problem with the reports viewer & when I clicked on the dialog box that was supposed to take me to a help section I was redirected to "page not found". So I had to go to live support to resolve the issue. Also, some of the features that were included in previous versions are apparently still available but not easily findable (e.g. removing the previous balance from the invoice). I'm pretty computer savvy and I've been using Blvd for a number of years so I'm surprised that I'm having so many problems with the current version of Blvd.
I do like some of the new features like the themes for instance and I hope you add more themes in future versions.
In summary I like Blvd and plan to continue using it, however Blvd 2016 has been quite frustrating for me.
0 -
Hi Judie,
First, thank you for your valuable feedback.
You are correct in that when you hit F1 any where in the programt it is supposed to direct you out to our online help center. If you receive an error such as "page not found", could you shoot us a quick email and let us know where you were at in the program when it occurred?
I can appreciate your hesitation with the online help vs. the embedded desktop help. It was a decision that we made, but didn't take lightly. I remember when a lot of other desktop software I personally use (such as Adobe) switched over to using online help vs. desktop. I didn't want to have to go online to get my answer. However, the more I used it, I actually found that there was more information available. That is also why we have a Community area incorporated, so that others that have similar questions, can find help too, just like Erika did by viewing your post.
The other benefit is that we're able to update the online help immediately vs. having to wait or post a service release for help articles. Now with that being said, it does take time to re-build all of the articles. We tried to tackle and post the most relevant articles, but I am sure have missed some. Any time you are looking for an article or steps on how to do something, please don't hesitate to shoot us an email or visit chat.
As far as the report viewer error you received, we've actually moved away from Crystal Reports the next version of Boulevard (which was the reporting module used inside of Boulevard). You're not the only one that had issues, but luckily it was an easily fixed error.
I want to ensure you feel confident in entering information into your program, and back to being the Boulevard Pro that you are!
As far as the skin themes go, I'm glad you like them. We'll be adding more in Boulevard 2017!
We are going to start beta testing the new version soon, and I'd love to get your feedback on it. Would you be interested in testing Boulevard 2017?
Hopefully my email has made sense, sorry for being it being a bit lengthy, but I wanted to address each of your concerns. Again, I appreciate you taking the time to thoughtfully give such great feedback.
0 -
Hi Kelli!
I don't mind the length of your response & I appreciate you addressing each of my issues.
I'd love to beta test Blvd 2017 and give you my feedback. :) Just let me know.
0 -
That's great Judie! I'll email you the Non-Disclosure Agreement to e-sign.
0
Please sign in to leave a comment.
Comments
10 comments