The Auto-pay Transaction report provides users with the ability to access auto-pay transactions initiated by master agents, distributors, retailers, and employees for a specified date range. Users can further refine their search by specifying a particular state, payment status (Fail/Success), or by entering a specific customer ID or Enrollment ID.
FIELDS RETURNED IN THIS REPORT
| # | Customer ID | MDN | Enrollment ID | Customer Name | State | Carrier | Plan Name | Amount Due (Plan Amount) | Last 4 Numbers Of Card | Account Number | Routing Number | Charged Amount | Charged Date | Agent Name | Payment Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 4480002 | 4244713XXXX | A5507XXX | JOHN DOE | CA | TMB | $10 Plan - 1GB Data | 10.00 | XXXX-XXXX-XXXX-7660 | N/A | N/A | 11.64 | 03-19-2024 03:02:39 | CORPORATE_TEST EMPLOYEE | SUCCESS |
CUSTOMER ID: An auto-generated customer ID assigned to the customer when they are created in Telgoo5.
MDN: Telephone number of the customer in Telgoo5.
ENROLLMENT ID: An auto-generated enrollment id assigned to customers as soon as they begin the enrollment process in Telgoo5.
CUSTOMER NAME: The first-name and the last-name of the customer.
STATE: The state of the service address of the customer.
CARRIER: The network carrier on which the customer was activated.
PLAN NAME: The name of the plan selected by the customer.
AMOUNT DUE(PLAN AMOUNT): The total amount due for the selected plan.
LAST 4 NUMBERS OF CARD: The last four digits of the card number on which auto pay is set up for the customer
ACCOUNT NUMBER: The bank account number associated with the auto-pay setup.
ROUTING NUMBER: The routing number of the bank account linked to the auto-pay setup.
CHARGED AMOUNT: The amount charged for the auto-pay service.
CHARGED DATE: The date on which the auto-pay amount is charged.
AGENT NAME: The agent name who set up the auto-pay on the account.
PAYMENT STATUS: The payment status of the auto-pay, Success or Fail.
For detailed report explanation, refer the video below.