Equipment invoicing in X-1FBO is simple once you know the steps. Follow this guide to link equipment to a customer and process a $0 invoice.
Step 1: Create or Select a Customer Profile
Go to Company Data > Customer List.
Either create a new customer profile or open the existing one you’ll use for invoicing.
Step 2: Link Equipment to the Customer
In the customer profile, scroll down and expand the Equipment menu.
Under Link Equipment, type the name of the equipment you want to add.
Choose the correct option from the dropdown and add it to the equipment list.
Step 3: Create a New Invoice
Go to Accounting > Invoice > New Invoice.
Under Sold To, start typing the equipment name you just linked and select it from the dropdown.
Add your fuel type under Item Description, and link the corresponding fuel ticket.
Step 4: Process the $0 Invoice
Because this will be a $0 invoice, you’ll need to use the COMP payment method to complete it.👉 For a full walkthrough, check out this article:
How to Process a $0 Total Invoice
✅ That’s it! Your equipment is now linked to the customer, and the $0 invoice has been successfully created.