Before
Copying jobs by hand from Excel into each customer's invoice.
With Serge
The invoice comes from the month's jobs, with your own series and its PDF.
Module · Finance
Invoicing with your own series, plus accounting.
Invoices issued from the month's jobs, with your own numbering and PDF, sent to each customer's accounts email address. Plus tracking of what's paid, outstanding and overdue, with VAT by quarter.
Includes the Core: users, records, My company, audit trail and backups
Try it
Invoice the month.
Issue October's invoices, send them and mark them as paid. The server sets the payment date.
Try it · It's Serge in miniature: use the menu, assign a load, issue the DeCA and invoice.
Fictitious data
What it solves
From job to invoice, and from invoice to payment.
Before
Not knowing who owes what until you go through the bank statement.
With Serge
Paid, outstanding and overdue, by customer, on a single screen.
Before
Working out the VAT on issued invoices at the end of the quarter.
With Serge
Output VAT by rate and by quarter, calculated instantly.
How it works
One month, from start to finish.
- 01
Close the month
The month's jobs by customer, with anything missing a price in plain view.
- 02
Issue
One invoice per customer from their jobs, with your own numbering and a preview.
- 03
Send
Each invoice, with its PDF, to its customer's accounts email address.
- 04
Collect
Mark what's been paid; outstanding and overdue stay in view.
Everything it includes
Your company's accounts, up to date.
Invoices from your jobs
From the monthly ledger to the invoice, without retyping.
Your own series and numbering
Sequential numbering and a PDF for each invoice.
Corrective invoices and credit notes
Always with a stated reason.
Sent to each customer
To the accounts email address on their record.
Payments
Paid, outstanding and overdue, with the payment date set by the server.
VAT by quarter
Output VAT by rate and by quarter.
Payments to partners
What you pay each partner per job, in the same place.
Monthly reconciliation
Invoiced against transported, so nothing is left uninvoiced.
Questions
About this module.
Do invoices carry my numbering?
Yes, with your own series and sequential numbering.
Can I correct an invoice?
Yes, with corrective invoices and credit notes, always with a stated reason.
Do I need Operations?
It isn't required, but with Operations your invoices come straight from the month's jobs.
Invoice the month
in a morning.
We'll show it to you with your own jobs. Modules are sold à la carte and we confirm the exact price in the demo.