How to set up Fleet Accounts

 

Set up one Customer Profile for each Company Location/Group

 

Add all Vehicles for that location using a Fleet number in order to easily find

When Creating an RO search for the Fleet name or number

Continue with the RO as normal.

 

Most Fleet Accounts will be paid Net 30, 60 or 90 days so the ROs will be Closed with a Balance so it will go into Accounting with a Balance.

 

To send the Fleet Account a Statement:

Go into the Accounting section

Into Receivables and A/R

Search the Company name

Click on one of the ROs

Select Statement

Choose All Invoices or Date Range

Once Statements pull up it will give the options to Print or Email

 

To collect Payment from Accounting:

Once Payment is sent in from the Company go into Accounting

Then Receivables and Multiple RO/PS

Search for the Fleet Account specific to Location/Group

Enter the Ref. Number which is usually the check number

The Total Amount will go in the top section and in the lower section you will break down the Payment by entering the Balance of the RO or the remaining portion of the Payment until the Amount Left is 0.00

Once the whole Payment is applied Save and Post,