Most Blackpurl users do not have access to the Dealership's Accounting Package (Xero or QuickBooks Online) to know if certain Customers owe money to the Dealership 


But users should know if there is any monies due to the Dealership as outstanding invoices / debtor balances / charge on account invoices that are sitting as outstanding Accounts Receivable in the Accounting Package  


This article will go through and show the user where this information is coming from and is available to be seen in Blackpurl as A/R Balance


Where will these Accounts Receivable Balances come from


Using Xero has an example, you can see that our example below that Alex Jones owes the Dealership $308.50


It is sitting as outstanding on the relevant Customer record in Xero 



But as most of the Dealership's staff do not have access to the Accounting Package, the staff would not know this information


As such we have introduced to Blackpurl a way for the outstanding Accounts Receivable / AR Balance to be seen by all Blackpurl users


Where to see this information in Blackpurl 


There are quite a few places that the users can now see this Accounts Receivable / AR Balance in Blackpurl


  • Customer Order > Customer section 


Note the indicator in the Customer header section to indicate there is an Accounts Receivable (A/R) Balance outstanding for this Customer


Then when you open the Customer section on a Customer Order, it will show the A/R Balance and the option to Receive Payment of Account



 

  • Customer Order > Invoice History section


Note the new A/R Balance column




  • Customer Record 


Note the A/R Balance details



  • Reporting > Customer Invoice 


The user can run a Customer Invoice report and then change parameter / filter to show AR Balance (Great than 0) and/or and also have the option of adding a new column - AR Balance




What to do with this information


Please have a dealership discussion of what the dealership wants the user to do with this information

  • Remind the customer that they have outstanding invoices if they see that there are monies owing to the Dealership? 

  • Ask for payment?

  • Nothing....