marketing resource management, agency management, event management, event registration, media buying and ad sales/inventory management software

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MarketingPilot has a powerful set of financial management features
 
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Invoicing and Accounts Receivable

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.
  • Track an unlimited number of invoices, each with an unlimited number of line items.
  • Associate invoices with campaigns, locations, brands, etc.
  • 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.
  • Time slip integration makes time billing easy.
  • Track coop payments and marketing development funds.
  • Track sales, VAT, GAT taxes.
  • Create estimates and pro forma invoices.
  • 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 accounting information on demand.
  • Attach accounting related 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.
  • Associate receivables with clients, tasks, jobs, campaigns, and programs.
  • Clients, campaigns, programs, jobs, and vendors have their own receivable dashboard.
  • Prevent unauthorized access or updates with built-in security functions.
  • Multiple currencies (Enterprise Edition).
  • Track make-goods and credits.
  • Annotate transactions with notes.
  • Attach related documentation including contracts, emails, faxes, mockups, PDFs, etc.
  • Track receivables by general ledger account.
  • 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.

 


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US + 1.847.864.4777 | sales@marketingpilot.com | UK + 020 8133 9847 | uksales@marketingpilot.com

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