Search for Fleet Account

To search for a fleet account, follow these steps:

  1. Select Fleet > Accounts.

  1. In the Search box, type in the name or number, and select one of the following:
  • Account #
  • Business Name
  • Card #
  • License
  • RFID/Barcode
  1. In the Status box, make a selection from one of the following:
  • All
  • Active
  • Suspended
  • Terminated
  1. Click the Search button.

The Fleet Account results 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.

  1. Click to select a Fleet Account from the Fleet Account list.
  2. Click the Edit button. 

-or-

Under the Fleet Account list, you can search for a customer within the Fleet Account.

 

  1. In the Customer Name / Card # box, enter the customer's first, last, or full name.
  2. In the Status box, select an option from the list to filter the records by their current status.
  3. Click the Search button.
  4. If the fleet account has any notes, click the Notes button.  
  5. You can Export the Fleet Account list to a digital file by clicking the Export button.





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