To set up a Prepaid Fleet Account, follow these steps:

CAUTION: When a Fleet Account is created, select the Fleet Type carefully. You cannot change from Prepaid Fleet Account to an ROA Invoiced Fleet Account or vice versa.

1. Set up your Fleet Rules.

See Add Fleet Rules.

2. On the Fleet menu, click to select Accounts. 

The Accounts tab appears.

3. Click the Add Account button.

The Fleet dialog box appears.

 

4. Required: In Account #, type your account number.
   –or–
   Click the Account # Next ID button, the WashConnect® system automatically generates an Account ID number.
5. Required: In Business Name, type a name for the Fleet Account.
6. In the Prepaid box, click to select.

CAUTION: When the Prepaid box is selected and dimmed, this means the Prepaid Fleet Account has been created and can no longer be changed to an ROA Invoiced Fleet Account.

NOTE: If the Prepaid box does not appear, contact ICS Technical Support so they can turn on this feature.

7. Required: In Rule box, select a rule name that applies to this Fleet Account.

8. If Fleet Account is tax exempt, make a selection:

• Select Exempt from all Taxes box.

-or-

• In Exempt From Select Taxes, select one or more taxes that the Fleet Account is exempt from paying.  Make a copy of the Fleet Account's proper Tax Exempt documentation and keep on file for the company (or individual).

9. If Fleet Account is going to receive a discount on sales items purchased, in Discount, type a number (dollar amount or percentage) for the Fleet Discount to be applied at the POS.
10. In remaining fields, type any additional information available.
11. Click the Save button.
12. If you receive the "Fleet Account saved successfully" message, click OK to continue.