This article will go through how to use AR Credit sitting on the relevant Customer Records in the Dealership's Accounting Package and assign / use them to Blackpurl instead
The name AR Credit stands for Accounts Receivable Credit
This AR Credit Payment Method option will only be available if you have Accounting Integration and there is available credit sitting on the relevant Customer Record within your Accounting Package (Xero or QuickBooks Online)
How do AR Credits show in your Accounting Package
Let's say that your dealership holds a credit balance of $120 on John Murphy's customer account in QuickBooks Online but John Murphy wants to use that credit as a deposit on an open Customer Order in Blackpurl
This is how the credit would show in QuickBooks Online - see how it is unapplied and has a negative value:
How to Use the AR Credit in Blackpurl
There are two option of where to use AR Credits in Blackpurl
Option One - Use as a Deposit
Mr Murphy has an open Customer Order in Blackpurl and he would like to allocate the credit sitting in QuickBooks Online to that open Customer Order as a deposit:
- Navigate to the relevant Customer Order in Blackpurl > Click on Add Deposit > Select AR Credit as the Payment Method
Option Two - Use in Checkout
Mr Murphy has an open Customer Order in Blackpurl and he would like to allocate the credit sitting from QuickBooks Online to that open Customer Order in Checkout
- Navigate to the relevant Customer Order in Blackpurl > Click on Checkout > Select AR Credit as the Payment Method
With both options - when AR Credit is selected as the Payment Method (in either Deposit or Checkout), Blackpurl will do a 'call' against your Accounting Package to see if there is any credits available for this Customer within your Accounting Package
- If there are no AR credits available, Blackpurl will provide this notation:
No unapplied credits returned, please select a different payment method
- If there are unapplied credits available, Blackpurl will then require you to select what AR Credit you want to use
Click on the drop down and make your selection of which credits you want to use and then don't forget to click ADD PAYMENT
The AR Credit will then show up similar to this:
As soon as the AR Credit is used, a transaction will be integrated over to your Accounting Package to indicate that the credit has been used. The entry will look similar to this:
How to see in Blackpurl if AR Credit/s have been used
Cash Reconciliation
- You can see if AR Credits were used as a Payment Method on your Cash Reconciliation
Customer Payment Report
- The AR Credits can also been seen as a Payment Type in the Customer Payment Report (this is the link to the relevant article on Customer Payment Report - Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
Other Important Information
- The Credit selected cannot be more than the balance owing in the Checkout, if the user selects a credit that is greater than the balance due, they will get the following error message
- Once an AR credit has been used on a Customer Order, it cannot be refunded or reversed off the Customer Order
The Dealership would need to refund it some other way, such as a store credit or another Payment Method