The CRM module in Aviatize is a very complete module. From online payments to bulk invoicing to balance tracking. Aviatize allows you to keep track of all your administrative work. You no longer have to manually check what everyone did last quarter and then manually create an invoice for each user. Now you can simply ask Aviatize to generate all invoices for the last 3 months and send them directly to the appropriate users.
The customer page will give you an overview of all the users that you are invoicing or external customers that you added to Aviatize. You can even ask Aviatize to create customers based on the users you have in your team to make everything easier.
On the detail page of each customer, you can see all transactions, invoices, quotes, credit notes, documents, and comments that are linked to them.
On the balance page, you can see the current balance of each customer. Whenever a customer books a flight through Aviatize, Aviatize calculates the cost of the flight and reduces the customer’s balance by this amount. This is convenient in several ways. First of all, in organizations where you have to pay in advance, you can add to someone’s balance when they pay in advance and then deduct each flight they take until they reach 0 and have to pay again. Secondly, you can create a batch of invoices for anyone who has a negative balance. We’ll look at this in more detail in the Invoices section.
On the transactions page, you will get an overview of all the payments, debits, and credits, that have been done using Aviatize. Here you can even add single customer transactions or bulk transactions for a whole group of customers. You can even see the detailed invoice for each transaction.
For any resource in our organization we can set a price per minute when it is booked by a user. There are a number of interesting parameters you can use to set up pricing for the use of an aircraft. If an aircraft is used for rentals and training, these will obviously have different pricing, or let’s say that due to popular demand, renting an aircraft at the weekend is more expensive than renting an aircraft during the week. You could even have special prices for certain periods.
In the products section, you can create special products that can be added to a flight, such as landing fees or passenger taxes.
Combined, this allows Aviatize to calculate exactly how much you will have to pay and create an online payment link or invoice.
Here you can manage everything you sell within your organization. This could be landing fees, membership fees or even t-shirts from your gift shop. With the import functions you’ll find everywhere in Aviatize, it’s easy to import a large data set of all your products. You can even keep track of your stock with Aviatize so that you can order your new products in time.
Let’s say you send invoices to your customers every 3 months, asking them to pay for the flights they’ve taken or the products they’ve used. With Aviatize, going through the books, writing everything down and all the other stuff will be a thing of the past. You can just ask Aviatize to generate the invoices for a certain date range and let the magic happen. Aviatize will create an invoice for each customer that includes all their transactions from that period, debit or credit. Now you can review the invoices if you wish and send them to all your customers with the click of a button.
The Invoices section gives you an overview of all your invoices. Here you can mark whether an invoice is ‘sent to customer’ or ‘paid’. This way you can keep track of your invoices in Aviatize. If required, you can export all your invoices as a PDF.
With Aviatize you can create custom quotes and invoices from scratch. You can add as many lines to the quote or credit note as you like, with the option to add additional information, terms and conditions, VAT or discounts at the bottom. You can use Aviatize to send the quotes or credit notes directly to the customer and keep track of them.
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