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Monthly Billing Statement for Fleet Customers
You may generate and send fleet account customers a monthly billing statement via email from the Sierra management system. This feature is called the Fleet Report and is accessible from the Accounts tab.
Note: In order to email the statement, you MUST have a valid email address for the bill recipient entered on the fleet account details screen.
This feature requires the Sierra management system to have a minimum version of 1.42.
To generate a monthly fleet billing statement:
- Enter the report parameters on the Fleet Report screen on the Accounts tab.
- You may now either print the report to mail it to the fleet company, or send the report via email.