This report will generate the projected EFT from recurring payment memberships for the next 30 days. The report gets updated every Sunday 7:00 am Central Time.

To generate your EFT Report, on your left menu, go to Billing tab, click on Reports and then select Projected EFT by clicking the View Report button.

The report is summarized into 3 different ways

  • Grand Total - Total revenue for the 30 days covered period

  • Page Total - Total for the current page only

  • Filter Total - Total for the selected filter only

You can easily view the 30 days coverage of the report where it shows the calendar icon with dates From and To.

Important Note: The report gets updated every Sunday 7:00 am Central Time.

There are 2 options to filter the report, you may filter according to:

1) Customer Name

2) Membership Name

Like all the other Billing Reports, the EFT report can be exported to an excel file for documentation and future reference. Just click the Export to Excel button.

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