This 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)


This new Payment Method will give the Dealership the option of using credits sitting on the Customer Record in the Dealership's Accounting Package (Xero or QuickBooks) to pay for or as a Deposit for a Customer Order in Blackpurl


The name AR Credit stands for Accounts Receivable Credits 


Scenario:


Let's say that your dealership holds a credit balance of $250 on John Murphy's customer account in QuickBooks but he wants to use that credit as a deposit on an open Customer Order


This is how the credit would show in QuickBooks as unapplied:


How to Use the AR Credit 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 to that open Customer Order as a deposit:


  • Navigate to the relevant Customer Order in Blackpurl > Click on 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 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




When this Payment Method is select (in either Deposit or Checkout), Blackpurl will do a 'call' against the Accounting Package to see if there is any credits available


  • If there are no credits available, Blackpurl will provide this notation - No unapplied credits returned, please select a different payment method



  • If there are 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:





Where else in Blackpurl can you see 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 



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