--- title: "Fleet Credits | Marlin Bookkeeping" slug: "fleet-credits" 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" --- > ## 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 **Marlin Tyre and Mechanical Workshop Software** enables fleet credits to be recorded and allocated using customer journals. 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. [YouTube video player](https://www.youtube.com/embed/Ievl0dgWW6w?si=bCLle9oAG0Wy-BML) 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). 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. 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 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. 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. 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** 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).