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Fleet accounts and statements

1. Click Fleet accounts in the left menu, then + New fleet account.
2. Fill in the company, AP email, terms (Due on receipt, Net 15, 30 or 45), credit limit, PO required and tax exempt.
3. Optional: the account's own labor rate, discount and approval limit. Work at or under the limit is approved automatically; anything over goes to their approvers.
4. Add unit numbers, drivers and approvers, then save.

Cars link to the account automatically by VIN, plate or driver phone. At pickup press Charge to account instead of taking payment.

Statements: Fleet accounts → Send statements. Preview each one, uncheck any you don't want to send, then press Send. They get a PDF with a pay-online link. Nothing goes out until you press Send.

Batch invoice rolls a date range of ROs into one invoice. Record checks or ACH on the account. Fleet A/R aging is under Financial.

Still need help? Contact support

TotalBay Help · Still stuck? Contact support or email [email protected].