- Open the service that you wish to convert to an EFT Membership Service.
- On the lower right side of the service screen click on the EFT Service drop down and select This is an EFT Service from the list.
Click the Add New Draft + Tax button that appears.
Enter a new draft amount and check off any taxes that will be applied in the row that appears. Click here to learn how setup up your taxes.
Below you will have the total Draft Amount calculated with the tax. You can always use the Tax Calculator button to determine the amount it will charge the tax before applying it.
You are able to Prorate the amount the client purchase's the service for in the event of a partial month's time. This means a $100.00 service purchased on the 16th of September will only cost $50.00 as half the month has already past.
To Prorate the EFT membership service check Prorate after day and enter the date you are prorating after. Normally this is the day you run your drafts for the month.