Purpose: This report provides information on PT drafts within a given time range. (Click here for steps on how to access, filter, and schedule this report.)

Report Details:

Draft Date: The date on which the payment will be sent to ABC.

Member Name:  Client’s name

Agreement ID: The identification number to which the agreement is assigned.

Invoice Type: 

• Recurring
• Integration
• Cancellation
• Down Payment

Expected Sub Total: Expected total amount to be drafted.

Transaction ID: ABC financial transaction ID (if the transaction has already been drafted). This field will be blank for drafts with dates in the future.