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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.
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- 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.
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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).
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- 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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