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:
- Log in to your RoadSync Checkout application and ensure Work Orders is selected from the top menu bar.
- Find the job you want to process a check for.
- On the same row, select the gray Invoice box.
- 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.
- Select Save and Continue, then upload optional photos of the job.
- From the Pay screen, select Fleet Check / Card, then select the fleet check type.
- Confirm the check number and select Confirm & Continue.
- Follow the on-screen instructions to complete the invoice details.
For more information on how to accept a digital fleet check, watch our video.