Auto Draft Form - Credit Card information
| • | The Auto Draft Accounts Report provides a list of whichever types of these Auto Drafts you need to see. |
| • | From the Main Menu Select Reports and Choose the Accounts Receivable sub-menu. Click Auto Draft Accounts. |
| □ | Auto Draft Accounts Report tabs - There are three tabs on the Auto Draft Accounts Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Auto Draft Accounts Report Options
| • | Report Options allows you to choose which (or all) of the Auto Draft Subscribers to list. |
| • | All Accounts - Shows every Account that is set up for any type of Auto Draft. |
| • | Auto Draft Accounts Only - Shows those Accounts set up for Electronic Funds Transfer. |
| • | Credit Accounts Only - Only list Credit Card Auto Draft Payers |
| ▪ | All Credit Card Accounts - Shows every Account that is set up for a Credit Card Auto Draft. |
| ▪ | Expiring Accounts Only (Last Month) - Lists the Subscribers and their Credit Cards that has an Expiration Date equal to Today or earlier (see the Auto Draft Form illustration at the top of this page). |
| ▪ | Expiring Accounts Only (Date Range) - Lists the Subscribers and their Credit Cards that will expire within the Date Range |
| ▪ | Report Dates - Enter in the Start and End dates in those fields. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Auto Draft Accounts Report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Auto Draft Accounts Report - Preview tab
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Subscriber Record Number - Click the record number (listed in blue and underlined) of any Subscriber to open the Subscribers Form for that Subscriber. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Auto Draft Accounts Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Auto Draft Accounts - Data View tab
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
