Invoice Preview lets you print or email a preview invoice from a Customer Order to the relevant payer — whether that's the customer, a third-party warranty company, an insurance company, or an internal expense record. This is useful when you need to get approval before completing work, such as sending a preview to a third-party insurance company before proceeding with a service job.
Payer Types on a Customer Order
A single Customer Order can include multiple sections, each with a different payer. The payer types you may encounter are:
Parts & Accessories section — payable by the customer
Service Job section — payable by the customer
Service Job section for warranty work — payable by a third-party warranty company
Service Job section for insurance — payable by a third-party insurance company
Service Job section for internal expenses — the dealership absorbs the cost of the service job
Print or Email an Invoice Preview
To send an Invoice Preview to the relevant payer, follow these steps:
1. Click the Print icon on the Customer Order, then select the Receipts tab.
2. Check the checkbox next to the Invoice Preview you want to send.
3. Click either Print Selected or Email Selected.
What Happens Next
The result depends on which option you selected:
If you clicked Print Selected — the Invoice Preview opens in its own window, ready to print.
If you clicked Email Selected — the Choose an Email Address window appears so you can enter the recipient's address and send.
After emailing, Blackpurl automatically adds a note to the Internal Notes section of the Customer Order recording which document was emailed and to which address.
Tips and Known Limitations
If you have multiple Service Jobs set as Internal Expense, printing an Invoice Preview will not collate them into a single invoice — Blackpurl prints a separate Invoice Preview for each Internal Expense Service Job.
Your browser's pop-up blocker may prevent all Internal Expense Service Job Invoice Previews from opening. If previews aren't appearing, check your pop-up blocker settings and allow pop-ups for Blackpurl.