BlueFinch Advisors ยท Working worksheet
Diesel repair fleet invoices: get the approval file ready for payment
Version 2026-09-07. Complete private details only in your own records. This worksheet does not submit information to BlueFinch.
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Print the fleet invoice handoff sheet
Have the person closing the repair order complete the first six lines. Have the billing owner finish the submission and payment dates. Leave no uncertainty about who owns the next follow-up.
| Required record | Value / reference | Confirmed by |
|---|---|---|
| Fleet billing name and account | ________________ | ________________ |
| Unit ID and repair order | ________________ | ________________ |
| Authorized person and spending limit | ________________ | ________________ |
| Customer PO / required billing reference | ________________ | ________________ |
| Added work approval | ________________ | ________________ |
| Invoice total and attached records | ________________ | ________________ |
| Submission / acceptance / due dates | ________________ | ________________ |
| Follow-up owner and contact | ________________ | ________________ |
| Payment received and method | ________________ | ________________ |