BlueFinch Advisors ยท Working worksheet
Diesel repair fleet invoices: prepare the records needed for payment
Version 2026-09-07. Keep private details in your own records. This worksheet does not send information to BlueFinch.
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Complete and print the fleet invoice checklist
The person closing the repair order completes the first six lines; the billing owner adds submission and payment dates. Identify who will handle 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 | ________________ | ________________ |