Blackpurl 2 - How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)

Modified on Thu, 19 Jun at 11:43 AM

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



How to receive a Customer Payment in Blackpurl for a Future Purchase


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 



  • 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 



  • 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

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