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Tanning IN · 27th May 2009, 05:52 PM

We've been evaluating the demo version of TanTrack, and like it pretty well. One thing we haven't been able to figure out is a way to easily pro-rate an EFT when a customer signs up.

Example:

Let's say we want to run our EFTs on the 15th of each month. New customer comes in on the 23rd, signs up for EFT.

What's the easiest way to manage this? I contacted TanTrack, and they said that their software is setup to run an EFT each month from when the EFT is set up (so for the person above, it would run on the 23rd of each month).

Looks like I'd have to grab a calculator, find the pro-rate for the first month, and then enter into Packages and create a new package for the pro-rate, and then assign the customer to that special EFT package I just created. Then, I'd have to go in and edit the customer afterwards on the day I wanted the EFTs to carry over to, and recreate the EFT. Is there an easier way to do this?

And, what happens if it only bills the same day each month...and a customer signs up on the 31st of a month...and the next month only has 30 days? Does it run it automatically a day later, or a day earlier...or does something manual have to be done?

27th May 2009, 05:52 PM	#1 (permalink)
Tanning IN Always Learning Join Date: Apr 2009 Posts: 125	Questions about TanTrack and EFTs We've been evaluating the demo version of TanTrack, and like it pretty well. One thing we haven't been able to figure out is a way to easily pro-rate an EFT when a customer signs up. Example: Let's say we want to run our EFTs on the 15th of each month. New customer comes in on the 23rd, signs up for EFT. What's the easiest way to manage this? I contacted TanTrack, and they said that their software is setup to run an EFT each month from when the EFT is set up (so for the person above, it would run on the 23rd of each month). Looks like I'd have to grab a calculator, find the pro-rate for the first month, and then enter into Packages and create a new package for the pro-rate, and then assign the customer to that special EFT package I just created. Then, I'd have to go in and edit the customer afterwards on the day I wanted the EFTs to carry over to, and recreate the EFT. Is there an easier way to do this? And, what happens if it only bills the same day each month...and a customer signs up on the 31st of a month...and the next month only has 30 days? Does it run it automatically a day later, or a day earlier...or does something manual have to be done? Last edited by Tanning IN; 27th May 2009 at 05:55 PM..