(Classic Version) How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)

This article will cover how to receive a Customer Payment in Blackpurl for a future purchase

Scenario:

Customer comes into the Dealership and wants to pay the Dealership funds for a future purchase

The payment the Customer makes, the Dealership wants it to show up in the End of Day Cash Reconciliation and also stay recorded in Blackpurl.

Option A

Create a new Customer Order and receive the funds as a Deposit onto that Customer Order without indicating it is for Service Job or Parts & Accessories or Unit Deal and then leave the Customer Order Open 

• Create a new Customer Order for the relevant customer and just take a Deposit.  This is the link to the article on how to take a Deposit - How to Receipt a Customer Order Deposit

• Then leave this Customer Order open and use it when the Customer does end up purchasing something and then just add the relevant section ie Service Job / Parts and Accessories / Unit Deal

Option B

Just receive the funds onto a Customer Order without indicating it is for Service Job or Parts & Accessories or Unit Deal BUT then have it show as a Store Credit on the Customer Record in Blackpurl and not an open Customer Order 

• Create a new Customer Order for the relevant customer and just take a Deposit.  This is the link to the article on how to take a Deposit - How to Receipt a Customer Order Deposit

• Then Refund Deposit BUT make sure that you select the payment type: Store Credit

        Result:

• The Customer Order where the Deposit was original taken will close out

• Deposit will now sit as a Store Credit on the Customer Record

• When the customer is ready to purchase, you can create a new Customer Order indicate what type of sale ie Service Job or Parts & Accessories or Unit Deal  and then use the payment type: Store Credit to pay for anything the customer wishes to purchase (up the limit of the Store Credit amount) either as a Deposit or in Checkout