Setting Up Customer Accounts

Modified on: Mon, 24 Mar, 2025 at 3:07 PM

By Harrison Court

SmartFill offers the tools to keep track of fuel usage on an account-per-account basis, allowing you to reconcile and manage customer accounts to the best of your ability..

Accounts Home Page

The Accounts web page allows you to see whether your customer will have a discount, markup, or the balance owed.

From left to right;

Account Name: The name of the account/company.
Custom Pricing: Whether a Discount or Markup should be applied to this company.
Pricing Options: Can be set to either Percentage or Cents per Unit of measurement.
Discount/Mark Up: The discount or increase of fuel applied when the transaction ends.

Account Limits

SmartFill also offers the ability to restrict accounts to only dispense a certain amount of fuel.

Account Limit Type: Whether the account is limited by Volume, Price, or not limited.
Account Limit: The maximum limit that the account can dispense.
Balance: The amount that the account has dispensed, which increases per transaction. This cannot be directly changed within the table.

The Add Payment Button (Seen in the top right, next to Add New Account) allows administrators or users with Account permissions to add payments to an account, which decreases the balance.

Payments Page

The Payments page will show recent payments that were added onto the system. Deleting a payment will add that payment back onto the balance.

Account Alerts Page

The Account Alerts page allows you to create an alert to be sent out to any email address you define. Once the limit defined in the High Alarm column has been defined, it will send an email to the emails stating that the balance must be piad.

When the balance owed is equal or more than the percentage defined, it will send a one-time alert. This alert will not send again unless the balance goes under the percentage defined, and then over again.