How do I process a fleet check?

Before processing and accepting a digital fleet check, we recommend creating a work order authorization to protect your business against potential chargebacks. After you’ve completed the work order authorization:

  1. Log in to your RoadSync Checkout application and ensure Work Orders is selected from the top menu bar.
  2. Find the job you want to process a check for.
  3. On the same row, select the gray Invoice box.
  4. Follow the on-screen instructions to fill out the invoice information. If you already created a work order authorization, most of these fields will be pre-populated.
  5. Select Save and Continue, then upload optional photos of the job.
  6. From the Pay screen, select Fleet Check / Card, then select the fleet check type.
  7. Confirm the check number and select Confirm & Continue.
  8. Follow the on-screen instructions to complete the invoice details.

For more information on how to accept a digital fleet check, watch our video.