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Finance Module
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| Do you want to save time and have greater accuracy with your finances? EventPro Planner’s Finance Module incorporates invoices, payments, price negotiations, income items and expense items in one convenient area so that all an event’s financial information is right at your fingertips.
Flexible and Convenient Invoicing Options with the Invoice Wizard
Once chargeable items are assigned to an event client, attendee, exhibitor or other customer, the Invoice Wizard will guide you through the easy process of generating any kind of invoice for any scenario. The easiest option is to simply create an automatically generated invoice that pulls in all chargeable items for one total amount. However, you have many other options –
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- Automatic invoices for a percentage of chargeable items
- Automatic invoices for only specific categories of items
- Manual invoices for an arbitrary amount or a percent of the charges
- Deposit invoices that can later be credited to the final charges
- Credit invoices that balance the customer’s final record in the event of a return
- Invoices that can be directed to third parties
- Invoices that automatically pull in the remaining charges for a partially billed customer
Allocate Payments Any Way You Like
The Payment Wizard is just as flexible when creating payments. Create regular, deposit or refundable payments. If invoices exist for the paying customer, they will appear in an automatically generated list – simply select the invoice to which you want to allocate payment. If you don’t like the way EventPro Planner automatically allocated the payments, or if you want to split the payments over several invoices, just click and enter the amount for each invoice.
Special features: Batch Invoicing and Invoice Mail Merge
Because some users, such as accountants, may have restricted rights and do not require access to event maintenance, EventPro Planner has a special Finance screen where all financial information is available.
In addition to the regular Finance features mentioned above, this special area also allows you to perform additional functions. For example, you can create a batch of multiple invoices in one wizard and send invoices to multiple recipients with a mail merge.
Try It Today – Free!
If want instant access to your event’s finances and are interested in previewing the benefits of the Finance Module’s functionality, contact our Sales Department for a Free Demonstration. Call (306) 975-3737 (press 1 for Sales) or email Sales@EventPro.net today.
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Read More About the Fantastic Features in the Finance Module.
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Identify Records in a Glance with Color-Coded Screens |
Payments and invoices in the Finance screen are automatically color-coded to reflect their status. Check the status of the payments and invoices at a glance, or use the filtering system to quickly find the record you need.
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Customizable Invoice and Receipt Formats |
EventPro Planner includes four designs for invoices and one for receipts. These pre-defined templates will pull in your logo, company name and address so that they are personalized for your business with minimal effort. However, if you want to create your own custom invoices or receipts, you have infinite options for formatting your templates in EventPro Planner’s Report Designer.
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Paid Less than the Rack Rate? Record It in Your Negotiations |
Know your savings and pass them on to your client. The Negotiations area allows you to track the savings that event managers negotiate for an event, typically for big-ticket items like hotel rooms and venue locations. When you record the negotiated price versus the actual price, your savings are automatically calculated.
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Keep Track of Every Single Income and Expense |
Whenever you add a chargeable item or income source to an event – registrations, rental items, travel arrangements, speaker requirements, donations, admission revenue and so on – EventPro Planner keeps them organized under the special Income and Expense tabs that separate revenue and expense items into lists. Even if you assign an item to an attendee or exhibitor in a different area of the program, the Finance module pulls all of the relevant information into this area.
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Finance Module Requirements: |
EventPro Planner Version 2.0 +
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Additional Optional Modules: |
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