Viewing billing histories for fleet customers

Views all previously generated bills, or view a specific billing cycle by entering a Period End Date. Fleet bill charges are summarized to the unique fleet customer cost code and vehicle level. Charges are displayed by the following categories: Usage, Mileage, Maintenance, Non-maintenance, Fuel, Insurance, and Exceptions. The system also displays a total charge for each bill line, a subtotal, which summarizes the charges for all bill lines by category, an adjustment line, which summarizes all adjustments entered for previous bills that are included in the selected bill, grand totals of each of the charge categories, and a total bill charge. You can also select to print bills and view current charges.

Note: When filtering the billing histories, Subtotals and Totals may change because they are relative to the specific fleet bill lines in the grid. Adjustments totals will not change, as they are related to the entire bill.

To view billing histories for fleet customers:

  1. Select Work > Fleet > Fleet Customers.
  2. Select the fleet customer for which to view billing history, and then click the Billing History tab.
  3. Specify this information:
    Period End Date
    Enter the period end date for which to view a bill for a specific fleet customer. The system automatically populates Bill No. Click Current Charges to view billing details from the current billing period’s start date through the system date (today). If a past period needs to be billed, the system cannot display current period data. Click Print Bill to print the bill. You must enter a Period End Date to print the bill. You cannot print current charges.
  4. View the billing history.
Parent topic: Setting up fleet customers