This report details expected future revenue from automatic payments within a selected date range, based on currently active agreements.
Sample PT Scheduled Draft Report
PT Scheduled Draft Report Fields
- Draft Date: The date the payment is scheduled to be automatically drafted
- Member Name
- Agreement ID: The ID number attached to the package to be funded by the payment
- Agreement Name: The package that the Member's automatic payment is funding
- Salesperson: The employee listed as the salesperson for the Agreement
- Invoice Type: The type of payment (for example, 'Recurring' or 'Down Payment').
- Expected Sub Total: The amount of the payment before tax
- Expected Tax: Tax, if any, included in the Member's automatic payment
- Expected Total: The total payment (subtotal plus tax)
- Transaction ID: The identification number of the invoice for this payment, generated by ABC. If the Member's invoice has not yet been generated, then this field will appear blank.
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