Every Service Job in Blackpurl requires you to specify who is paying for the work. Blackpurl provides five default payment type options, each designed for a different billing scenario. Understanding which option to use — and how to process the job through to completion — ensures your records and accounting integration stay accurate.
The Five Default Payment Types
When a Service Job is created, Blackpurl automatically includes these five payment type options in the Who is paying for the job? field:
1. Customer Pay
2. Third-Party
3. Internal Expense
4. Quote Customer
5. Quote Third-Party
If you need additional options beyond these defaults, you can create them as Transaction Types. See Accounting Integration Setup: All Steps for instructions.
Customer Pay
Customer Pay is the default selection when creating a new Service Job. It is used when the customer is paying for work done on their own Customer Owned Unit.
Complete and finalize the Service Job, then use Checkout when the customer pays.
For a full walkthrough, see How to Process a Service Job (no longer available) or watch the Customer Pay Service Jobs.
Third-Party
Use Third-Party when someone other than the customer is paying for the Service Job — for example, an insurance company or a warranty provider.
You will need to identify the Third Party Provider, specify any Deductible or Excess payable by the customer, and submit a claim.
For the Third Party Provider to appear as a selection, you must first enable Claims for Service Work on their Vendor Record. See Vendor Products and Services for instructions.
For a video walkthrough, watch the Third Party Service Jobs.
Tip: If the deductible is taxable in your location, see Third-Party Service Jobs: Additional Information for setup instructions.
Submitting a Claim
Once the Service Job is ready to submit to the Third Party Payer:
1. Click Submit Claim.
2. Review all details in the Verify Claim Information screen to confirm they are correct.
3. Check the I have reviewed the above information checkbox and click Submit Claim.
The claim status changes to Claim: Submitted. Your dealership must then manually send the claim to the Third Party.
Recording a Claim Response
Once you receive a response from the Third Party Payer, click Claim response to begin the three-step process: Claim Response / Claim Disposition / Finalise Claim.
Step 1 — Response Information
Complete the Response Information details and click Next.
Step 2 — Claim Disposition
On the Response Detail screen, select one of the three claim dispositions: Accepted, Accepted with Adjustments, or Denied.
Accepted — The Third Party Payer will pay the full submitted amount with no variances.
Review the totals and click Next.
Because there is no variance, click Finalize to complete the claim and issue a Third Party Invoice.
Accepted with Adjustments — The Third Party Payer will pay the claim but at a reduced amount.
Alter the line items to reflect the approved amounts. The claim disposition will automatically change to Accepted with adjustments.
Click Next.
On the Variance Disposition screen, record which category the variance should be assigned to.
Click Finalize to complete the claim and issue a Third Party Invoice.
Denied — The Third Party Payer is not paying any part of the claim.
Change the claim disposition to Denied. All figures will zero out and a variance is recorded.
Click Next.
The full variance is automatically billed to the customer.
Click Finalize to complete the claim.
Finalising the Third-Party Service Job
After completing the Claim Response, finalize the Service Job by clicking Finalize job.
This generates an invoice in the name of the Third Party Provider.
For dealerships with Accounting Integration:
The invoice to the Third Party integrates with your accounting package as an Accounts Receivable transaction and sits as unpaid under the Third Party's name.
You cannot receive a payment from a Third Party through Blackpurl. The invoice is sent to your accounting package as unpaid, and payments must be received there.
For further detail on Third-Party Service Jobs, see Third-Party Service Jobs: Additional Information.
Internal Expense
Use Internal Expense when the dealership is absorbing the cost of a Service Job — for example, as a goodwill gesture, to write off a job, or to cover rework.
When selecting Internal Expense, review and set the Category field as required. For dealerships with Accounting Integration, this is the category the Service Job will be written off to in your accounting package.
For a video walkthrough, watch the Internal Expense Jobs Explained.
Finalize the Service Job as normal by clicking Finalize Job. The Finalize Internal Job confirmation window will appear.
Confirm the finalization. An invoice is created and no further action is required.
Quote Customer
Quote Customer allows you to build a quotation for a customer without committing inventory or placing special orders for parts.
Build the Service Job as normal using the Quote Customer transaction type.
If the customer decides to proceed, change the transaction type to Customer Pay to convert the quote into an active Service Job.
Quote Third-Party
Quote Third-Party allows you to build a quotation for a Third Party — such as a warranty or insurance company — without committing inventory or placing special orders for parts.
Build the Service Job as normal using the Quote Third-Party transaction type.
Once you receive confirmation from the Third Party that the job will proceed, change the transaction type to Third-Party.
Adding More Payment Type Options
If the five default options do not cover all your scenarios, you can add additional Service Job Transaction Types. See Transaction Types in Accounting Integration for instructions.