Recurring Service Invoices Subcategory

This report subcategory displays information about member club account invoices for recurring services. The following columns can be added to non-default reports or used when creating a report in this subcategory.

Some report columns are derived from UDFs (user-defined fields) in DataTrak. Because UDFs are defined at the club level, those columns are omitted from this documentation.

Column Name	Column Description
Address	The member's address as it is entered on the member page.
Agreement #	The member's agreement number.
Agreement Misc	The Agreement Misc fields contain the text entered in the fields of the same name in the Miscellaneous section of the Agreement tab on the member page.
Amount	The invoice amount for a recurring service that has been charged to club account.
Amount Collected	The amount that has been collected for an recurring service that was charged to club account.
Bank Account Number Last Four	The last four digits of the bank account associated with the agreement.
Bank Account Type	Checking or Savings. Appears when club account payment method is set to EFT.
Bank Routing Number	The routing number of the bank account associated with the agreement.
Barcode	The member’s barcode.
Billed by ABC	This column indicates whether ABC billed for this amount.
Birth Date	The member’s birth date.
CC Exp Date	The expiration date of the credit card associated with the agreement.
CC Number Last Four	The last four digits of the credit card number associated with the agreement.
CC Type	Credit card type (Visa, MasterCard, etc.).
Card Holder	The name that appears on the card associated with the agreement.
Catalog Name	The catalog to which the item associated with the transaction belongs, as listed on the General tab of the Edit Catalog Item page.
Cell Phone	The member's mobile phone number, as listed in the Demographics section of the Personal tab on the member page.
City	The member’s city as it appears on the member page.
CityStateZip	The member’s city, state, and zip code, as listed in the Demographics section of the Personal tab on the member page.
Club Account Payment Method	The payment method for the member’s club account as it is set up on the member page (Credit card, EFT, or statement).
Club Name	The name of the club associated with the agreement.
Club Nbr	The number of the club associated with the agreement.
Country	The abbreviated name of the member’s country (ex. “US”).
Country Name	The full name of the member’s country (ex. “United States”).
Description	The transaction description associated with the Payment Status (the reason for the payment status).
Draft Date	The date the amount was drafted from the member’s account.
Due Date	Due date for the listed club account invoice, as listed on the Invoices tab of the member page.
Email	The member’s email address as it appears in the Demographics section of the Personal tab on the member page.
Emergency Phone	The emergency phone number listed in the Demographics section of the Personal tab on the member page.
Fax	The fax number listed in the Demographics section of the Personal tab on the member page.
Group	The membership group listed in the Personal section of the Personal tab on the member page.
Item	The name of the item associated with the club account transaction.
Item UPC	The Universal Product Code of the item associated with the transaction, as listed on the General tab of the Edit Catalog Item page.
Member Deleted	This column will display “Yes” if the member has been deleted, and “No” if the member has not been deleted.
Member Misc	The Member Misc fields contain the text entered in the fields of the same name in the Personal section on the Personal tab of the member page.
Member Name	The member's name. There are up to four Member Name columns: Last name, first name; first name, last name; first name only; last name only.
Member Since Date	The date that the member agreement was created.
Membership Type	The membership type associated with this agreement, as it appears in the Personal section of the Personal tab on the member page.
Payment Club Number	The number of the club at which payment for this invoice was received.
Payment Date	The date on which payment for this invoice was received.
Payment Station Name	The name of the workstation that received payment for this invoice.
Primary Phone	The member's primary phone number, as listed in the Demographics section on the Personal tab of the member page.
Profit Center	The profit center to which the item purchased in this transaction belongs.
State	The state in which the member resides, as listed in the Demographics section on the Personal tab of the member page.
Station Group	The workstation group to which the workstation that performed the transaction belongs.
Submission Date	The date that the transaction was submitted, as listed on the Club Account Billing page.
Submission Date/Time	The date and time that the transaction was submitted.
Submission Time	The time that the transaction was submitted.
Term	The agreement term (Cash, Cash Open, Open, Installment).
Work Phone	The member's work phone number, as listed in the Demographics section on the Personal tab of the member page.
Zip	The member’s zip code, as listed in the Demographics section of the Personal tab of the member page.