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
• Discount: The amount the invoice was discounted, if a discount was applied to the package agreement
• 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.