To search for a fleet account, follow these steps:

1. On the Fleet menu, select Accounts.
2. In the Search box, type in the name or number, and select one of the following:

• Account #
• Business Name
• Card #
• License
• RFID/Barcode

3. Click the Search button.

The Fleet Account list appears.

NOTE: If you have Prepaid Fleet Customers, you will see the Invoice/Prepaid column.  If that column does not appear, then all of your fleet accounts are currently set up as Invoiced ROA.

4. Click to select a Fleet Account from the Fleet Account list.
5. Click the Edit button. 

-or-

6. From the bottom of the Fleet Account list, you can search for a customer in the Fleet Account.

7. In the Customer Name / Card # box, type in the customer's first, last, or full name.
8. In the Status box, select an option from the list to filter the records by their current status.
9. Click the Search button.
10. You can view Fleet Account Notes by clicking the Notes button.  
11. You can Export the list to a digital file by clicking the Export button.