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BOL-to-invoice

Diagram of a delivery ticket becoming a priced invoice with freight and tax added

BOL-to-invoice is the daily job of turning each loaded fuel ticket into a correct customer bill, with freight and the right taxes added before the day is out.

BOL is short for bill of lading, the receipt the terminal hands you when fuel is loaded onto your truck. It lists the product, the gallons, and the taxes for that load. The invoice is the bill you send the customer. BOL-to-invoice is the work of getting from one to the other, accurately and fast.

It is more than copying a number. You start from the gallons on the bill of lading, then add freight for the haul, apply the correct federal, state, and local taxes, and lay on the customer’s agreed margin. Each step has rules, and each customer and each fuel can be different.

This is core daily work in a jobber’s office, and it is where thin margins are won or lost. A load billed a day late, a tax left off, or freight forgotten is profit that quietly walks out the door. Getting every ticket invoiced correctly the same day is how the margin stays intact.

In useEvery afternoon the office runs BOL-to-invoice on the day’s loads, so each dealer gets a bill with the right freight and tax before the gallons are even pumped.

See also Bill of lading (BOL), Margin leak, Back office

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