AutoPay report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 05:44 PM

This report is accessed via Reports, then Management. This will display a list of Customers who are currently paying by Autopay. For this report you need to enter a start and end date. The report will pick up Agreements whose Next Bill Date is greater than the start date for the report and less than the report’s end date and who are flagged as being on autopay. To be flagged as being on autopay, the Agreement’s autopay box must be ticked and the autopay amount must be greater than $0.

The report shows the Agreement number, the Units occupied, the Customer name, the autopay type, the next bill date and the amount of the next bill. This report will also print automatically when triggered by any AutoPay Customers.

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