First time processing a contract fuel invoice in X-1? Follow these easy step-by-step instructions and you will find it quite easy to do!
Create a new invoice as you regularly do when billing a customer, whether you add this invoice from a request or as a stand-alone invoice.
if you have multiple line items, and you just want to bill only fuel under contract (most common scenario) follow these steps:
Select the credit card icon for the fuel line
From the drop-down list, select the contract fuel name you wish to bill (you will see all the available options your location has contract agreements with)
After you make your selection, a new tab opens at the top of your invoice for the contract fuel invoice version. Here you will select the payment method (usually fuel release or contract fuel card) you wish to use to pay for this fuel on contract
Note: If you wish to move ALL items to the contract fuel invoice, select the credit card icon on the black column header. This will move all line items on the invoice, not just the individual line as the example above.
Finally, proceed to process your invoice as you would normally do after selecting a payment method. If you are using a fuel release, make sure to enter the fuel release reference number on the Payment screen.
As you can see, it is like how you process a retail invoice, just that X-1 lets you create a separate contract fuel invoice from the same invoice you started. To charge the remaining items, you just go back to the retail version of the invoice (now without the fuel) and proceed as usual.
Should you have any question please contact the X-1 support team