Go to customer account, Transactions, New Transaction, Invoice
Reminder: Bobtail deliveries have an accompanyig invoice so there is no need to create a separate invoice for bobtail deliveries.
Create a customer invoice
Click on New Transaction, Invoice.
Click on Line Item field and begin typing for a service, product or fuel that you would like to charge. Items found in Line Item field are from FuelMor Settings, Charge Items.
Any item included in a Coupon will apply as a credit to the invoice.
Customer will see the text entered in the Memo field.
Save the invoice and, if you are ready, click on Post and select the date you want the invoice to be posted to transactions.
View a customer invoice
Locate the customer invoice in Transactions and click on view.
Edit a customer invoice
You may edit a saved but not yet posted invoice.
If the invoice you would like edited has been posted, go to hamburger, Get Help and submit a ticket including the invoice number and what you would like changed.
Print a customer invoice
Locate the customer invoice in Transactions and click on view, View PDF.
Email a customer invoice
Locate the customer invoice in Transactions and click on view, Email.
Move a customer invoice
Locate the posted customer invoice in Transactions and click on view, Move.
Delete a customer invoice
Locate the customer invoice in Transactions and click on view, Delete.