This report is filterable by Date Range and Location. For more tips on how to access, filter, and schedule this report, click here.
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.
Note: If the Member's invoice has yet to generate, then this field will appear blank.