Petrol pump credit management with a clear customer balance.

Know which customer and vehicle each bill belongs to

Fuel stations serving fleet and business customers need more than a single total for credit sales. Maintain customer records and their vehicles, post fuel or lubricant bills, and review the transactions that make up the account balance.

Credit entries also belong in the station's daily settlement. Keeping the operational record and customer account together makes the day's figures easier to review.

Follow the credit account through the month

1. Set up the customer. Add the customer and relevant vehicle records.
2. Record sales. Enter the day's credit bills against the correct customer and vehicle.
3. Record payments. Keep collections and advances visible in the account.
4. Review overdue balances. Use credit days and outstanding figures to prioritise follow-up.
5. Check the statement. Review customer history and downloadable statements before discussing a balance.

Credit control for the dealer and manager

Instead of relying on separate notebooks for bills and payments, use a shared customer account that authorised station staff can review. The dashboard also shows credit activity and outstanding totals, helping the dealer see what remains to be collected.

Check disputed entries against the original bill and payment evidence. A recorded balance helps organise collection work; it does not guarantee that a customer will pay.

Common questions