Associate billing codes with fleet customers. By associating a specific billing code with a specific fleet customer, you determine the rate for a specific billing category. Together billing codes and markup codes, when associated with specific fleet customers, determine the total rates for fleet billing categories such as usage and mileage.
-
Select Work > Fleet > Fleet Customers.
-
Select the fleet customer with which to associate billing codes, and then click the Billing Codes tab.
-
Click Add Code.
-
Specify this information:
Billing Code - Specify the billing code with which to associate the fleet customer.
Markup Code - Specify the markup code with which to associate the fleet customer.
You must specify a Billing Code and/or a Markup Code.
Equipment Type - Select the equipment type with which to associate the fleet customer.
Equipment Class - Specify the equipment class with which to associate the fleet customer.
Equipment Category - Specify the equipment category with which to associate the fleet customer.
Maintenance Labor - Select to bill for maintenance labor.
Maintenance Contract Labor - Select to bill for maintenance contract labor.
Maintenance Parts - Select to bill for maintenance parts.
Fuel - Select to bill for fuel.
Mileage - Select to bill for mileage.
Usage - Select to bill for usage.
Non-maintenance Labor - Select to bill for non-maintenance labor.
Non-maintenance Contract Labor - Select to bill for non-maintenance contract labor.
Non-maintenance Parts - Select to bill for non-maintenance parts.
Insurance - Select to bill for insurance.
Exceptions - Select to bill for exceptions.
-
Click Submit.