Fleet Accounts and Invoicing

Fleet Accounts and Invoicing


Accounts Receivable - Fleet Customer creation and Invoicing

Fleet Accounts can be set up in two ways, firstly would be to have the Customer and Bill To with the same customer debtor code, the second is to have the “Bill To”, to a National Fleet customer account in your dataset.

Please note that email address should read fleetinvoicing@pedders.com.au for all Franchise store AR records (excluding Head Office)

The Customer type flag for both examples must be set to T7 unless advised from head office differently

1st Example





2nd Example

The Account Receivable record can be set up to have the correct email address for Invoices, Credit Notes and Customer statements.

  1. Go To Accounts receivable > Maintain Customer Account Details > Customer Maintenance
  2. Select Find and enter the customer Account Code or use F2 Lookup 
  3. Click on the Delivery menu option
  4. Select Document Delivery > Select Entry
  5. Select type of Document using magnifying glass -note

Note: We recommend entering CN – credit Note, INV – Invoices, CS Statement

  1. Select Type - Email 3 
  2. Select Source – Manual Entry
  3. Enter fleetinvoicing@pedders.com for both CN and INV
  4. Enter di@pedders.com.au for CS

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Workshop IQ Job Bookings

Standard requirements for Fleet accounts apply:

If using just the NATFLEET account – you MUST enter the actual Fleet Company name somewhere on the Job so that it will appear on the Invoice – we recommend using the customer reference field

All vehicle details are required on every job, so they appear on the invoice, the Registration, VIN and Odometer are mandatory requirements.

The Fleet Companies Purchase Order/ reference number must be entered


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Note: Several Fleet companies may also require you to call at completion of work for confirmation of work completed, we recommend you record this on-the-job card and or the booking activity feed



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