How to Use AutoVu to Become the Master of Your Company's Finances

The AutoVu CRM and FSM platform has been designed with modularity in mind. One of the most useful parts of this whole is the Financial module. Built to serve as both an accounting and invoicing system, the Financial module of the AutoVu platform really is the key to becoming the master of your company's finances. Let's see how it works in more detail.

The essentials of the Financial module

So before we dig into the core benefits of the Financial module, let’s first address the basics: what does it actually do? Built right into the AutoVu platform as its foundation, the Financial module offers the following key features:

• Easy access to an overview of your financial position
• Fully featured invoice template creation
• Recurring invoice setup
• Export invoices as PDFs in a few clicks
• Sales receipts functionality with full or part payments

We’re certain you'll agree that each of these activities are critical to the smooth-running of any business. The AutoVu system has been built to serve as the platform on which your business success is built, so let’s take a look at some more specifics about how the Financial module makes this happen.

Your virtual accounts team

Lots of companies have a dedicated accounts team, and for good reason, but it’s not always time or resource efficient to ask for their help or request reports. That’s exactly why the AutoVu Financial module has been designed to provide quick and easy access to your financials at a moment’s notice. Your data is locked away behind your password, of course, but what’s there can be hugely helpful for your decision-making and general oversight. By tapping directly into the customer records stored in AutoVu, you’ll be able to see payment status, outstanding amounts, as well as any recurring invoices that are scheduled. Everything’s stored in a format that makes in-depth reporting and analytics a breeze.

In-depth invoicing made easy  

Invoicing is part of the fabric of any business; so the easier you can make it, the better. With the Financial module, you’ll find a fully featured invoicing suite built right in. In just a few clicks, you can generate invoices for any task you’d like, specify custom payment terms on a per-customer basis, assign specific invoice payment dates, and more. Even better, the Financial module allows you to export your invoices as PDFs, so you can print them or email them at the touch of a button. On top of all of this, our invoicing system will also automatically calculate any applicable charges, include tax and excise duty. And because it’s based on AutoVu, all of your customer data will already be there, saving you time.

Now that you’ve had an introduction to the powerful ways that AutoVu can help manage your finances, why not try it yourself? You can enjoy a no-obligation single-user trial and try it out at your own pace. Explore our site now for more info, or call our friendly team anytime on 0845 474 8824.