Start with a complete customer profile
Every credit customer should have a structured profile with contact details, account information, users where required, vehicles, and agreement or document references. This reduces confusion when multiple employees, drivers, or vehicles are linked to one customer.
Connect vehicles with coupons
Vehicle-level control helps reduce disputes. When a coupon is created, the pump can record the customer, vehicle number, fuel type, amount or litres, and status. Staff can then verify the coupon before fuel is issued.
- Search or select customer vehicles.
- Create coupons by amount or by litres.
- Use current fuel price to calculate the linked value.
- Track coupon status from creation to acceptance or cancellation.
Make invoicing easier
Credit customer invoices should be generated from actual coupon or transaction records. This reduces manual calculation, improves transparency, and makes it easier to explain the bill to the customer.
Track payment and outstanding clearly
The value of credit management is not only in issuing fuel. Owners also need fast visibility into invoice status, payment records, pending dues, and follow-up priorities.
Credit customer workflow checklist
How Petrodweep helps with credit customers
- Petrodweep supports customer records, vehicles, coupons, invoices, payments, and related mobile workflows.
- Coupons can be viewed, created, accepted, cancelled, and linked to invoices.
- Customer and staff access can be controlled with roles and permissions.
Frequently asked questions
Why should coupons be linked to vehicles?
Vehicle linkage makes it easier to verify who used fuel, reduce disputes, and keep customer billing transparent.
Can invoices be generated from coupons?
Yes, a connected system can use coupon records to prepare customer invoices and reduce manual billing effort.
What is the biggest risk in manual credit customer management?
The biggest risk is disconnected records: coupons in one place, vehicle details elsewhere, invoices in spreadsheets, and payments in another register.