How to download a WEX fleet card invoice

Invoice lookup

1. Click Payments, then View Invoices.
2. Scroll down for past invoices, or use the Advanced Search Filter to find one.
3. Click Select beside an invoice and choose to view or download it.
4. To keep a running log, export the invoice list to a CSV or Excel file.

Circle K's fleet card help, which also runs on WEX online access, adds that Retrieve Invoice exports the invoice as a PDF, and that a detailed invoice comes from Reports, View Standard Reports, a closing date and Retrieve.

Transactions by driver

On the View Driver screen, click Select beside the driver and choose View Transactions. Every transaction in the period is shown in full, and you can export it to CSV or Excel. This is the file to hand an employee who must justify a fill-up.

Switching invoices and reports to paperless

1. On the home page, click the Go Paperless icon.
2. Choose the active account and click Next.
3. In the grid of active reports, turn off Paper Delivery for each one, or for all of them.
4. Click Submit.

WEX then emails you when invoices and reports are available for download, and they stay viewable online.

Paying online

Click Pay Now on the home screen. Choose a payment date and the account to pay from, confirm the amount and click Apply.

Exception reports

Under Transactions, Add Exception Report flags purchases by driver, card, vehicle, merchant or product, with presets such as fuel grade or multiple purchases in a day. Run it before approving the invoice.

WEX invoices filed without the monthly download

Connect your WEX online login and our AI agent retrieves each new invoice PDF through bill fetching. The paperless notice emails are recognized by email receipt capture, and the invoices are kept for tax time.