The Autopay Transaction Report (PC666) is a report that provides businesses with information about their autopay transactions. It allows businesses to track and analyze their autopay activity, providing valuable insights into their billing processes.

To run this report, users need to have the appropriate permissions assigned to their Telgoo5 user account. Specifically, they need Reports (PC224), All Reports (PC428), and Autopay Transaction Report (PC666) permissions to run this report. Users also need to have user-level access set up for their account, which can be learned about in our user settings training.

Once users have the necessary permissions and user-level access, they can run the Autopay Transaction Report (PC666) on a date range to see the results for autopay transactions. Additionally, the report can be filtered by agents, allowing businesses to obtain information about specific agents and their autopay transactions.

The information provided by the Autopay Transaction Report (PC666) can be used by businesses to identify trends in their autopay activity, such as the number of autopay transactions processed, the total amount of autopay transactions, and the average transaction amount. This information can help businesses make informed decisions about their billing processes and improve their overall financial management.

Fields returned in the report:
Customer ID: Auto generated id which is assigned to the customer's as soon as they are created in Telgoo5
MDN: Telephone number of the customer in Telgoo5
Enrollment ID: This is the enrollment id number which is unique for all the customers and is assigned to the customer's when the begin there initial application in Telgoo5
Customer Name: This is the name of the customer on the account
State: This is the service stat of the customer
Carrier: This is the network carrier on which customer was activated
Plan Name: This is the name of the service plan at which customer's services are active with the MVNO
Amount Due (Plan Amount): This is the amount which is due on the account
Last 4 Numbers Of Card: This is the last 4 digits of the card on which autopay is setup and the card which is charged
Account Number: This is the customer's account number in Telgoo5.
Routing Number: If customer setup the autopay using the checking account, this is the routing number for that account
Charged Amount: This is the amount that was charged on the account using autopay
Charged Date: This is the date on which the amount was charged using autopay
Agent Name: This is the name of the agent who setup the autopay on the account
Payment Status : When the autopay was initiated on the customer's account of the payment was successful or if it failed this field indicates that.