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 –
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-Planner.com today.