---
title: "Fleet Credits"
slug: "fleet-credits-1"
description: "Learn about Fleet Credits in Marlin Tyre and Mechanical Workshop Software by Megabus."
updated: 2026-05-26T05:46:16Z
published: 2026-05-26T05:46:16Z
canonical: "help.megabus.com.au/fleet-credits-1"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Fleet Credits
{{variable.Marlin bold}} enables fleet credits to be recorded and allocated using customer journals.
:::(Warning) (Tip)
If you have [external fleet set up](/workshop/docs/fleet-set-up) in your system, you can use the [new streamlined process](https://help.megabus.com.au/docs/external-fleet#receiving-external-fleet-credits) using the **+Fleet Credit** button in the Supplier Orders module.
:::
Fleet credits can be recorded using the Journal Entry module, which can be accessed by selecting **Daily Activity > Journal Entry** from the menu bar.
For further information about using the Journal Entry module, see the [full helpguide](/workshop/docs/journal-entries).
:::(Info) (Note)
This method should not be used if using the [Xero Accounting integration](/workshop/docs/xero-integration), since it currently does not support journal entries.
However, fleet credits can still be recorded adding customer and supplier [credit notes](/workshop/docs/customer-credit-notes) with relevant account lines.
:::
### Quick Reference
**Fleet Credit Journal:**
* Add a new Journal Entry (**Daily Activity > Journal Entry**)
* Add **+Customer** line for the fleet credit recipient:
* Enter the original invoice amount as a **credit**
* Add **+Supplier** line for the supplier:
* Enter the credit amount as a **debit**
**Variances (if any):**
* **Calculate** tax (**GST = variance ÷ 11**)
* Add a **+Tax** line:
* Enter **tax amount**
* Add a **+Account** line:
* Enter the **remaining variance** (original variance - tax)
* For **both amounts**:
* **Credit Less than Invoice:** Debit
* **Credit Greater than Invoice:** Credit
**Allocation:**
* Add a new **Customer Payment** (Daily Activity > Customer Payments)
* Select the **Customer**
* Set **Payment Amount** to **0**
* Allocate the **full amounts** of the journal entry and original invoice (should balance)
## Adding the Journal Entry
#### Daily Activity > Journal Entry > [Journal Entry]
To Add new journal entry, click on the **Add** button to the top right of the Journal entry window.
The **Details** tab will open, containing a form for adding a journal entry:
* **Accounting Date:** Select the date the credit was received from the supplier
* **Notes:** Enter a brief description to assist with reconciliation.
:::(Error) (Example)
Supplier Fleet Credit #152
AB Motor Invoice #246
Rego: ABC123
:::
### Adding the Customer
#### Daily Activity > Journal Entry > [Journal Entry]
To add a customer to the journal, click on the **+Customer** button to the top-right of the Details list below.
The **Edit Detail** pop-up window will open:
* **Customer:** Select the customer the fleet invoice was completed for
* **Customer Reference:** Enter the fleet credit reference number
:::(Warning) (Tip)
If all your fleet customers are linked to one central customer via a [Payer](/workshop/docs/customer-accounts#general-customer-account-details), the central customer can be selected here instead, to record a bulk credit which may cover multiple fleet customers.
:::
:::(Info) (Note)
Depending on how your system has been configured, the **Customer Reference** field may have an alternate name (eg. PO Reference).
:::
Click **Ok** to add the customer and return to the Details tab.
In the **Credit** cell of the new customer line, enter the total amount of the **original fleet invoice**.
### Adding the Supplier
#### Daily Activity > Journal Entry > [Journal Entry]
To add a supplier to the journal entry, click on the **+Supplier** button to the top-right of the Details list.
The **Edit Detail** pop-up window will open:
* **Supplier:** Select the supplier the fleet credit was received from
* **Supplier Reference:** Enter the fleet credit reference number
Click **Ok** to add the supplier and return to the Details tab.
In the **Debit** cell of the new supplier line, enter the total amount of the credit they have provided.
## Accounting for Variances
If there is a difference between the total of the customer invoice and the supplier's credit, extra Account and Tax lines can be added to balance the journal.
:::(Warning) (Tip)
For significant differences you may prefer to credit and re-invoice the customer order with the correct fleet pricing.
:::
### Journal Variance Entry
Calculate the **tax**:
* **Australian GST:** Variance ÷ 11 (for 10%)
Add a **Tax Line:**
* Click **+Tax** (top-right of Details list).
* In the **Edit Detail** pop-up:
* **Tax Code:** GST (or applicable tax)
* **Tax Activity Type:** Collected Adjustment
* Click **OK**.
Enter the **tax amount** (variance ÷ 11) in the relevant column:
* **Credit Less than Invoice:** Debit
* **Credit Greater than Invoice:** Credit
Add an **Account Line:**
* Click **+Account** (top-right of Details list).
* Select the expense account used for **Fleet Price Adjustments**
:::(Info) (Note)
If required a new [general ledger account](/workshop/docs/chart-of-accounts) can be created for this purpose.
:::
Enter the **remaining variance** (variance - tax) in the relevant column:
* **Credit Less than Invoice:** Debit
* **Credit Greater than Invoice:** Credit
**Commit** the journal entry:
* Ensure the balance is **0**.
* Click **Commit** (top-right of module window).
The journal entry can then be allocated against the original invoice using the [Customer Payments](/workshop/docs/fleet-journals#customer-payment-allocation) module, as usual.
## Customer Payment Allocation
Open the **Customer Payments** module:
* Select **Daily Activity > Customer Payments**
Add a **new payment:**
* Click **Add** (top-right of module window).
* In the **Payment** tab, select the **Customer**.
**Allocate** the payment:
* Click on **Allocations** tab (top)
* Enter **Payment Amount** as **0**.
* Use the **Allocations** list to fully allocate both the **journal entry** and **original invoice** amounts.
**Tip:** Click in the relevant **Allocation** cells and press **Enter** on the keyboard to automatically allocate the full amounts
**Commit** the allocation:
* Click **Commit** (top-right of module window).