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Add Invoice for a Fleet Account Customer

Fleet customers are businesses that run an account with you. A Local Fleet Account Customer is a local business you bill directly; a National Fleet Account Customer is a national fleet company. Clicking either button lists every active account of that type straight away, so you can pick the business and then the vehicle. The vehicle list for a fleet shows which vehicles are marked as fleet vehicles, and if the account is blocked for an unpaid balance ARM warns you in red.

3 how-to answers 1 screenshot Open in ARM Markdown

How do I start an invoice for a fleet vehicle? #

  1. From the Home Screen, click Invoices → Add Invoice.
  2. Click Local Fleet Account Customer or National Fleet Account Customer.
  3. Find the account in the list, or narrow it with Enter License Plate # and GO, Enter VIN and GO, or Search Name/Phone No and SEARCH. A plate or VIN that matches one account selects it for you.
  4. Click SELECT beside the account.
  5. Click SELECT beside the vehicle. To add a vehicle to the account, click ADD VEHICLES. Is Fleet Vehicle is ticked for you.
  6. Enter the Odometer reading, choose the Writeup Employee, and click SAVE & GO TO INVOICE.
Local Fleet Account Customer list
Local Fleet Account Customer list

How do I add a new fleet account while writing an invoice? #

  1. From the Home Screen, click Invoices → Add Invoice.
  2. Click Local Fleet Account Customer or National Fleet Account Customer.
  3. Click ADD LOCAL FLEET ACCOUNT CUSTOMER or ADD NATIONAL FLEET ACCOUNT CUSTOMER. This opens the full account form.
  4. Fill in the account and save it, then return to Invoices → Add Invoice and select the new account.

What does "This Local Fleet Account is Blocked due to delinquent balance" mean? #

  1. From the Home Screen, click Invoices → Add Invoice → Local Fleet Account Customer.
  2. When you select an account whose balance is overdue, ARM shows this warning above its vehicles.
  3. It is a warning only. You can still write the invoice, but talk to the account before charging more work to it.

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