Invoicing
MarketingPilot provides a complete billing solution. Track revenue and billing from bookings and estimates to invoice to payment.

Features

• Create standard items and services.
• Dashboard for all billing activities.
• Clients, campaigns, programs, jobs, and tasks have their own dashboards.
• Powerful search.
• Keep each user's work separate.
• Prevent unauthorized access or updates with built-in security functions.
• Setup standard surcharges and fees; handles complex surcharge structures.
• Track coop payments and marketing development funds.
• Track sales, VAT, GAT taxes.
• Automatically process credit card and e-check payments via an online processor.
• Track credits and returns.
• Estimates and invoices are linked, making them easy to find and compare.
• Easily track profit margin and mark-up.
• Annotate transactions with notes.
• Send invoices and estimates via mail or email; reprint information on demand.
• Attach documentation including contracts, emails, faxes, mockups, PDFs, etc.
• Enterprise edition handles multiple currencies.

Accounts Receivable
MarketingPilot provides a complete accounts receivable solution that tracks what is owed by clients.

• Use a central dashboard for all accounts receivable activities.
• Setup multiple AR Accounts.
• Clients have their own receivable dashboards.
• Place Clients on hold.
• Set credit limits for each Client.
• Prevent unauthorized access or updates with built-in security functions.
• Track receivables by general ledger account.
• Track make-goods and credits.
• Annotate transactions with notes.
• Attach related documentation.
• Automatically process credit card and eCheck payments via an online processor.
• Standard reports include Accounts Receivable Aging, Collections, Item Price Lists, Open Invoices, Sales by Rep and Statements.

Advanced Accounting Features

• Accounts Receivable
• Accounts Payable
• Advanced Discounting
• Banking
• Budget Management
• Credit Card payments
• General Ledger
• Journal Entries
• Job Costing
• Media Buying
• Multiple Currencies
• Payroll
• Purchasing
• Time Billing
• Vendor Management