Invoicing Your Customers in Boulevard Software
Forget about those pink tickets! Boulevard generates accurate, professional invoices to print or email. And once you've created and saved the invoice, everything is updated throughout Boulevard — sales history, inventory, account balances. Even your Weekly Accomplishment Sheet, which is ready for you to print or email to your Director!
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Let us help you run your Mary Kay business professionally and accurately!
Customer invoicing features:
- Receive reminders when you create an invoice for a customer during their birthday month
- Add products to the invoice using these methods: part number, partial description, customer's product history, category or group lookup
- Import customer product orders from your Mary Kay website
- Automatically add gift with purchase items
- Add personalized product collections (e.g., filled compact) and prepacks (e.g., Color 101)
- Apply multiple discounts on one invoice: discount only one item, take a flat discount percentage off the entire invoice, or deduct a dollar amount
- Find out instantly which products are out of stock, the last one left on your shelf, or a gift with purchase the customer has already received
- Enter specific product day codes for tracking
- Mark an item on an invoice as being purchased for a different person
- Format invoice notes by selecting different fonts, sizes, and colors as well as bold, italic, and underline
- Email invoices directly to customers, either as an attached PDF or html file, or within the body of the email
- Transfer information automatically from invoices to your Weekly Accomplishment Sheet and add additional WAS information regarding the sale
- Split invoice amount between different payment methods
- Carry forward balances on invoice totals
In our Boulevard Extras DVDs LuAnn Darling, who has run a successful Mary Kay business since 1983, shares her favorite MK
business techniques and shows you how to implement them in Boulevard.
