Blackpurl allows dealerships to reopen invoiced Customer Orders across all sections — Unit Deals (including Deal Service and Deal Merchandise), Parts and Accessories, and Service Jobs (Internal, Third Party Pay, Warranty, Insurance, and Customer Pay). This article explains the prerequisites and steps required to reopen an Invoice and what to expect after the process completes.
Before You Start
Before reopening an Invoice, be aware of the following requirements and restrictions.
Required Permission
The user performing this action must have the Reopen Finalized Invoice User Permission assigned to their account.
Accounting Integration Restriction
If your dealership uses an accounting integration, an Invoice cannot be reopened if changes have already been made to the original Invoice inside your accounting package (Xero or QuickBooks Online). Changes that prevent reopening include:
Payments received against the Invoice in the accounting package
Changes to Invoice descriptions or Invoice numbers
Steps to Reopen an Invoice
1. Navigate to the relevant Customer Order from which the Invoice was issued. Customer Orders can be closed — the Invoice is still accessible via the Invoice History section.
2. Open the Invoice History section on the Customer Order.
3. Locate the Invoice you want to reopen. Some Customer Orders have multiple Invoices listed — make sure you select the correct one.
4. Click the reopen action on the relevant Invoice line to open the Re-Open Invoice dialog.
5. Blackpurl will run a series of system verification checks to confirm the Invoice can be reopened. The checks vary depending on the section the Invoice originated from (Unit Deal, Service Job, etc.). All checks must show a green tick before you can proceed.
Verification Results
Failed Verification
If any verification check fails, you will not be given the option to reopen the Invoice. Read the failure message carefully — it explains why the check failed and what action, if any, can be taken to resolve it.
If you are unsure how to resolve a failed verification, contact Blackpurl Support and include a screenshot of the verification failure. Note that Blackpurl Support may not be able to assist with failures related to your accounting integration.
Successful Verification
When all verification checks pass, confirm the reopening by clicking Re-Open Invoice.
What Happens After Reopening
After the Invoice is successfully reopened, the following changes take effect:
The Customer Order is reopened if it was previously closed.
All references to the Invoice are removed from both Blackpurl and your accounting package.
The status of the Customer Order section the Invoice originated from reverts to a state where additional work can be completed.
Any payment that was processed in Blackpurl and attached to the Invoice remains in Checkout, ready for you to reinvoice when required.
If you have multiple Invoices on a single Customer Order that need to be reopened, you must reopen each one separately by following this process. It is the dealership's responsibility to reinvoice once the Invoice has been reopened.