Automated Financial Management

Streamline Your Financials with AutoVuSolutions Invoicing

Managing invoices and payments is a crucial part of any business, but it can often be a time-consuming and complex process. With the invoicing feature of AutoVuSolutions, you can simplify your financial management and streamline your workflow, ensuring you get paid quickly and efficiently.

Seamless Invoice Generation

AutoVuSolutions allows for flexible invoice creation to suit your business needs. You can generate an invoice directly after a job is completed, or even create multiple invoices from a single job ticket for staged payments. The system also supports pro forma documents that can be easily converted to final invoices.

To create a new invoice, you have several options:

• From a Site or Company Record: Generate an invoice based on an existing customer's details.

• From a Job Ticket: Directly create an invoice with pre-populated details from the completed job.

Automated Financial Management

The software includes features to automate key financial tasks. You can set credit limits and credit terms for your customers, which automatically calculates the due date for new invoices. Each invoice is assigned a unique number for easy tracking, and the order number field is automatically populated with information from the job ticket or site record.

The platform also supports a pricing schedule feature, which is particularly useful for managing contracts with multiple managing agents. This allows you to maintain a consistent set of prices for a main contractor, while accommodating price variations for different agents.

Customisable and Detailed Invoices

Creating a detailed invoice is simple with AutoVuSolutions. You can add individual line items, select nominal codes, and even pull descriptions directly from job ticket details. You can also edit VAT rates for each line item, ensuring accurate calculations.

The system also provides clear visibility into the status of each invoice. You can mark an invoice as 'Void' for bad debts or 'In Dispute' if a client is querying it. Once a receipt is created for a full or part payment, it is automatically assigned a unique number for your records.

Powerful Integrations and Actions

AutoVuSolutions is designed to work seamlessly with your existing financial tools. A convenient sync button allows you to schedule an invoice to be synced with your preferred financials package. The invoice page also features an action bar with a variety of useful functions, including:

• Navigation: Quickly access the related site or company record.

• Deletion: Safely delete invoices with built-in checks to prevent accidental loss of data.

• Communication: Instantly print or email a PDF version of the invoice to your customer.

By leveraging these powerful features, AutoVuSolutions helps you take control of your invoicing process, improve cash flow, and simplify your financial administration.