Pay a Work Order Invoice in FleetLogic

Describes how to select your payment method and pay for a work order invoice in FleetLogic.

Type

How to 

Audience

FleetLogic Administrator and Counter

Products

FleetLogic web and mobile applications

In This Article

Pay an invoice on account

Pay an invoice directly

Context

Your customers can pay a work order invoice when a work order is closed and the invoice is created. 

 

There are two main ways to pay a work order invoice in FleetLogic. If your customer is in good standing with you and your business model allows it, your customer can put the invoice against their account balance. Otherwise, your customer can pay the invoice directly using any payment methods you have set up in your SRM (Systematic Rental Management) application.

 

Before You Begin

Required: Internet connection; valid FleetLogic login credentials and access permissions; existing invoice; and existing work order

Optional: Mobile device with an internet connection

 

Steps

Pay an invoice on account

  1. In the FleetLogic menu bar, navigate to Invoices > Invoice List
    The list of work order invoices opens
  2. Click the work order invoice you need to pay
    The INVOICE page opens
  3. Click Payment
    The invoice payment pop-up opens

    Note: You can access the payment pop-up when closing a standard or customer work order. See: “Close a Work Order in FleetLogic” for more information
  4. Optional: Click View Receipt if you need to create a printable PDF copy of the invoice receipt
    The receipt opens in the same tab in your web browser
  5. In the payment pop-up, click Put on Account if your customer has a valid account with you and needs to put any remaining invoice balance on their account
    The INVOICE page opens for that invoice

    The invoice is placed on their account

Pay an invoice directly

  1. In the FleetLogic menu bar, navigate to Invoices > Invoice List
    The list of invoices opens
  2. Click the invoice you need to pay
    The INVOICE page opens
  3. Click Payment
    The invoice payment pop-up opens

    Note: You can access the payment pop-up when closing a standard or customer work order. See: “Close a Work Order in FleetLogic” for more information
  4. Optional: Click View Receipt if you need to create a printable PDF copy of the invoice receipt
    The receipt opens in the same tab in your web browser
  5. Click one of the existing payment methods
    Note: The list of existing payment methods is created and managed in SRM
  6. Type the amount to be paid using that payment method in the Amount Paid field
    Note: The amount you type cannot exceed the total amount for the invoice
  7. Click +Add Payment
    The selected payment method is added to a list of payment methods

    Note: You can pay using as many different methods as you need as long as the total amounts paid do not exceed the total invoice amount
  8. Click Complete
    The INVOICE page opens for that invoice

    The invoice is paid

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