You can use the Event Planner Pro software to plan any type of event. You can use it to organise your business, and to plan multiple events. Please click on the Product Info tab for more information.
This screen contains all your financial information. All your client invoices and expenses are displayed here
You can also add Company Expenses, such as stationery, postage etc. These will be displayed under Expenses section with Company Expense displayed in the Client column.
You can sort your invoices and expenses by any of the columns. If you wanted to display your invoices in Value order then just click on the Value column header and it will sort your displayed invoices. You can also narrow down what is displayed on the screen by using the 'All unpaid', 'All time' or 'Dates between' options. You could for example just display all unpaid invoices and sort by due date and this would give you a list of client invoices you would need to chase payment for. You can also print the information displayed on the screen by clicking the Print button.
Totals are displayed on the screen:-
Total Invoices Value This is the total value of all your client invoices.
Total Expenses Value This is the total value of all your client expenses and company expenses.
Profit / Loss This is your total invoiced value less your client and company expenses. If
you wanted to view your profit and loss figure for a particular time period
then you would need to use the 'Dates between' fields to select the date
range of your invoices and expenses and then click on the Print button.
Total Unpaid Invoices This is the total value of all your client invoices that don't have a paid date.
Total Overdue Unpaid Invoices This is the total value of all your client invoices that don't have a paid date
and have a due date which is before 'today'.