Connect customer records to transactions
Customer statements are reliable only when customer, vehicle, coupon, invoice, and payment records are linked from the beginning.
Review balance before issuing more credit
Staff and managers should check credit limit, current balance, pending invoices, and payment history before approving more credit.
Use statements for follow-up
Owners can use customer-wise statements to follow up unpaid invoices, old balances, disputed coupons, and payment corrections.
Customer statement checklist
✓ Customer profile and contact details
✓ Vehicle list where applicable
✓ Credit limit and current balance
✓ Coupon activity and status
✓ Generated invoice history
✓ Payment rows and payment dates
✓ Outstanding amount and aging context
✓ PDF or share option for customer follow-up
How Petrodweep supports customer statements
- Petrodweep links customer records with vehicles, coupons, invoices, payments, and invoice detail views.
- Credit customer documentation and workflow pages explain how customer activity moves into billing.
- Owners can use invoice and customer records to reduce manual statement preparation.
Frequently asked questions
What should a petrol pump customer statement include?
It should include opening balance context, coupons, invoices, payments, current outstanding, and customer contact details.
Why link vehicle records?
Vehicle records help verify fuel issue and coupon usage for transport or fleet customers.
How does this help collections?
A clear statement reduces confusion and helps owners follow up customer-wise unpaid balances.