This article will explain the options on a Service Job of "Who is paying for the job" and how to change the Applicable Tax on a Service Job 

'Who is paying for the job"

There are 5 default options that are automatically available when your Blackpurl is created:

  1. Customer Pay
  2. Third Party Pay
  3. Internal Expense
  4. Quote Customer Pay
  5. Quote Third Party Pay

*** If you wish to create additional options, these are called Transaction Types - please review Step 8 on our article - Understanding Accounting Integration

Let us go through the default options:

Customer Pay

  • When creating a new Service Job, this is the default. That is because for the most part - the customer will be paying for the work

  • With this option - you will need to complete and finalize the Service Job and then use Checkout when the Customer pays

Third Party Pay

  • Use Third Party Pay when you have a Third Party paying for the Service Job ie Insurance Claim or Warranty Claim

  • With this option - you will be required to indicate who the Third Party Provider is / any Deductible or Excess payable by the Customer and go through the submitting of Claim

If the deductible is taxable in your location, please see this article on how to set up tax on deductible - Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims - Deductible are taxable etc)

  • For the relevant Vendor to turn up for selection as the Third Party Provider, you will need to indicate on their Vendor Record that they are able to do Claims for Service Work

    This is the link to the article which will explain how to do this - How to Setup Vendor Products and Services

User-added image

  • Once you are ready to submit the claim to the Third Party Payer - click on Submit Claim > you will need to Verify Claim Information by reviewing the information (to make sure it is correct)
  • Then check the I have reviewed the above information checkbox and click on User-added image
User-added image
  • The status of the claim will change to Submitted and the Dealership would then need to manually send off your Claim to the Third Party

  • Once you have a response from the Third Party Payer > Click User-added image

  • The Claim Response is a 3 step process - Claim Response / Claim Disposition / Finalise Claim

Claim Response 
  • Complete the Response Information details than click on User-added image

User-added image
Claim Disposition and Finalize Claim

  • On the Response Detail record there are three Claim dispositions - Accepted / Accepted with Adjustments / Denied:

Claim disposition: Accepted
  • There is no variances and Third Party payer has indicated that they will pay what has been submitted to them 

  • Just check the totals and click on

  • As there is no Variance, click

  • This will finalise the Claim and issue out a Third Party Invoice 

Claim disposition: Accepted with adjustments

  • This is when the Third Party payer will pay on your claim but they will not pay on the full amount

  • The user would alter the line items to be what has been approved 

  • The Claim disposition will change automatically to Accepted with adjustments

In our example below - we have changed the price on both line items as our Third Party payer has indicated that they are paying the claim but at a reduced rate

Then click on

  • With the variance, you can record what category you want the variation to go to

  • Then click on

  • This will finalize the Claim and issue out a Third Party Invoice 

Claim disposition: Denied

  • The Third Party Payer is not paying any of the claims 

  • Once you change the Claim disposition to Denied, all the figures will zero out and a variance is noted 
  • Click on

  • The variance will automatically get billed to the customer
  • Then click on

Once you have completed the Claim Response - to finalise the Service Job click on 

This will generate an invoice in the name of the Third Party Provider  

For our dealerships that have Accounting Integration
  • The Invoice to the Third Party will integrate with your accounting package as an Accounts Receivable transaction and the invoice will sit as unpaid in your accounting package under the Third Party name

  • You will be unable to receive a Payment from a Third Party through Blackpurl - the invoice is sent to your accounting package and any payments will need to be received there

For further information on Third Party Service Jobs, please review this article - Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims)

Internal Expense 

  • Use Internal Expense when it is necessary for the dealership to "write off" a Service Job

  • Maybe it is a goodwill gesture / maybe the dealership had rework issues etc

  • When selecting Internal Expense, a Category must also be reviewed and changed as required

For our Dealerships that have Accounting Integration, this is where this Service Job would be "written off" to in your accounting package

User-added image
  • Service Job will still need to be finalised as normal by clicking on User-added image.

  • This will then populate the Finalize Internal Job window for you to confirm.
User-added image 
  • Once confirmed - an invoice is created and no further action is required 

Quote Customer 

  • This will allow the Dealership to build a quotation to the Customer without committing inventory or special ordering parts 

  • You would just build the Service Job as normal with this Transaction Type

  • If the Customer wishes to go ahead with the quotation, you would change the Transaction Type to Customer Pay

Quote Third-Party

  • This will allow the Dealership to build a quotation for a Third Party ie warranty or insurance company without committing inventory or special ordering parts 

  • You would just build the Service Job as normal with this Transaction Type and then change it from this Transaction Type to Third Party once you have received notification from the Third Party that this Service Job will be going ahead

If you require new options of "Who is paying for the Service Job", you will need to add additional Service Job Transaction Types.  Please review this article - Step 8 - Understanding Accounting Integration - Transaction Type

Change the Applicable Tax 

This will allow the Dealership to be able to assign a different tax to the Service Job section

To use this option, move the toggle and then you will be required to select the Applicable tax 

Once the new Applicable tax is selected, the user will have the option of assigning which of the Service Job line items need to use the new Applicable tax 

Simply click on the and then select which line item types will be assigned the new Applicable tax

The Customer Order will then recalculate those applicable line items on the Service Job section using the new Tax Applicable options that has been selected