Sample PT Scheduled Draft Report

PT Scheduled Draft Report Fields

• Draft Date: The date the payment is scheduled to be automatically drafted
• Location Name: The name of the location where the payment will be drafted
• AF Location ID: The Anytime Fitness Club ID (not the Club OS location ID) of the payment's location
• Member Name: The name of the member who has the package agreement associated with the payment
• Agreement ID: The ID number of the package agreement associated with the payment 
• Agreement Name: The name of the package agreement
• 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 payment has not yet had a payment attempt, then this field will appear blank.

Note about agreements in an auto-renew open: Future payments from an agreement in auto-renew open (the initial term having been completed) will appear on the report, but will not be visible when viewing the member's agreement until the payment draft date.