Access Tanks General Delivery Billing

 

Select the account that will be responsible for delivery billing.

Enter the Customer ID or select F12 to search. Use the View Customer detail button to review the account.

Enter the Prepaid ID or use F12 to search for and select the Fuel Prepaid to be used to settle orders.

Set a Default Split on the Tank for the financial responsibility of orders to be split when settled. Learn more about the new method of customer splits here, or in customer detail here.

Select the Default Settlement method for deliveries

  • AR
  • Card on File
  • Cash
  • JDF

Set specific Invoice Terms for orders for the tank by using the drop down list and choosing

  • Immediate - No credit terms extended, the customer can not settle to the AR account.
  • Specific number of days until due - Select the number of days to add to the transaction date to create the invoice due date.
  • Specific Day of the following month - Select a specific day in the month following the transaction date.
  • Specific day of the second following month - Select a specific day in the month two months following the transaction date.
  • Specific day on the third following month - Select a specific day in the month three months following the transaction date.