The User can select the billing location for the assigned Invoice by selecting the site where the Fleet Account was created or from a list of all available sites.
NOTE: User must have the security role with Invoice permission. Cannot generate Invoices for Prepaid Fleet Accounts.
- At WashConnect® logon, select Corporate.
- On the Fleet menu, select Invoice.
- Select the Generate Invoice button.
The Generate Invoice(s) dialog box appears.
- In the Billing Start Date box, type or select the beginning date for the generated Invoice period.
- In the End Date box, type or select the ending date for the generated Invoice period.
- In the Billing Site area, select either Fleet Site or Select a site, and then select a site from the list.
NOTES:
- The End Date must be earlier than or equal to the current date.
- If the date range selected already has generated an invoice for an account, the invoice will not show up in the Generate Invoice list.
- If the Generate Invoice(s) dialog box does not appear, you may have Unverified Shifts for the dates selected. First, you need to either select different dates or Verify the Unverified Shifts.
- When attempting to generate an Invoice for a Fleet Account with a non-billable amount such as $0, you can view it in the list but cannot generate or print the Invoice.
- If an account is not listed, there is either no data available or another invoice exists for that Fleet Account for the selected billing period.
- Click to select the Fleet Account check boxes.
- Click the Generate button.
The message "Invoice generated successfully" appears.
- Click OK.
The Fleet Invoice list includes the Generated Invoice(s).