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    PT Scheduled Draft Report [Breakdown]

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    The PT Scheduled Draft Report details the total, estimated revenue that a club can expect to accrue via Members' automatic payments within a future date range based upon its currently active agreements.

    This report is filterable by Date Range and Location. For more tips on how to access, filter, and schedule this report, click here.

    The Report

    PTScheduledDraftReport.png

    Columns Include:

    • Draft Date: The date in which the Member's payment will be automatically drafted.

    • Member Name: The first and last name of the Member who is making the automatic payment within the report's designated date range.

    • Agreement ID: The identification number that is attached to the package that the Member's automatic payment is funding.

    • Agreement Name: The package that the Member's automatic payment is funding.

    • Invoice Type: The purpose of the Member's automatic payment.

            Note: Types include 'Recurring' and 'Down Payment'.

    • Expected Sub Total: The price of the Member's automatic payment, prior to tax.

    • Expected Tax: The tax included in the Member's automatic payment.

    • Expected Total: The full cost of the Member's automatic payment.

            Note: This figure can be found by adding together the 'Expected Sub Total' and 'Expected Tax' fields.

    • Transaction ID: The identification number that is ascribed by ABC to the invoice generated by the Member's automatic payment.

            Note: If the Member's invoice has yet to generate, then this field will appear blank.

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