Invoicing software that posts straight to the books
SeroBooks takes a job from estimate to sales order to invoice to payment, with sales tax and inventory handled on every line, and SeroPOS covers the counter sale.
Invoicing, handled by Sero
Estimates to invoices
Turn an accepted quote into a sales order, then into an invoice without retyping.
Batch and recurring
Invoice many customers at once, or schedule recurring transactions for regular billing.
Card payments
Take card payments against invoices through Stripe or supported terminals.
Credit notes
Issue credits for returns and adjustments against the original invoice.
Statements and finance charges
Send customer statements and apply finance charges to overdue balances.
Share on WhatsApp
Send invoices by email or share them on WhatsApp.
One company, one login, three products that share their numbers
SeroBooks
The books, the store, the bank. One ledger.
Accounting that runs the whole business — invoicing, inventory, banking, sales tax, payroll and year-end for Canada and the United States.
SeroPOS
The point of sale built for the rush.
Point of sale for restaurants and retail — tables, kitchen tickets, inventory, loyalty and online ordering on iPad, Android, Windows and Mac.
SeroPayroll
Payroll for every province. Right to the cent.
Canadian payroll for all 13 provinces and territories — CPP, EI, QPP, vacation, stat holidays, remittances, T4s and ROEs.
From quote to cash
SeroBooks follows the order a sale really takes. Start with an estimate or quote, convert it to a sales order when the customer accepts, and invoice when you ship the goods or finish the work. Each step carries the lines forward, so quantities, prices, discounts and tax are entered once and never retyped, which removes the most common source of invoicing mistakes in a small business.
When the customer pays, receive the payment against the invoice by card, cheque or bank transfer. Accounts receivable updates instantly, the customer’s balance is correct the moment the money arrives, and the payment is ready to match in bank reconciliation. Partial payments and deposits are recorded against the same invoice, so nobody loses track of what is still owed.
- Estimates and quotes
- Sales orders
- Invoices and batch invoices
- Receive payments and credit notes
Tax and inventory on every line
Every invoice line carries the right sales tax for the customer and the item. In Canada, SeroBooks handles GST, HST, PST and QST for every province and territory; in the US, it handles state sales tax and watches economic nexus across all 50 states. Tax collected flows straight to the Sales Tax Centre, so filing does not start with exporting a spreadsheet of invoices.
Stocked items on an invoice reduce inventory and move cost into cost of goods sold, so the invoice and the shelf stay in agreement. Price lists apply customer-specific pricing automatically, and serial numbers or batches can be recorded on the invoice line for products that need to be traced back to the customer who bought them.
Getting paid faster
SeroBooks takes card payments through Stripe for customers paying remotely, and through Global Payments and Moneris terminals for customers paying in person at your counter. Invoices can be emailed or shared on WhatsApp, which many small businesses find gets a quicker response than email alone, especially from trade customers who live on their phones during the working day.
Customer statements summarize what each account owes across all open invoices, and finance charges apply your payment terms to overdue balances consistently rather than case by case. The aged receivables report shows who is late and by how much, so collection calls start with the customers who matter most to your cash flow this month.
Counter sales and invoices together
Not every sale needs an invoice. SeroBooks includes counter sales for walk-in customers who pay on the spot, and SeroPOS handles high-volume retail and restaurant checkout at speed. For businesses that do both, such as a supplier with a trade counter or a repair shop with account customers, sales from the till and invoices to account customers end up in the same ledger.
That means one customer list, one set of sales reports and one sales tax return covering every channel. SeroBooks starts at $79.99 a month in USD with a 14-day free trial, and every plan includes invoicing, estimates, sales orders, credit notes, statements and receivables from the first day, with no invoicing add-on to buy.
Frequently asked questions
Can SeroBooks convert an estimate into an invoice?
Yes. SeroBooks converts an estimate or quote into a sales order and then an invoice, carrying the lines, prices, discounts and tax forward at each step. You can also invoice directly from an estimate if you do not use sales orders, which suits service businesses that quote and then bill.
Does SeroBooks support recurring invoices?
SeroBooks supports recurring and memorized transactions, which you can use for regular billing such as monthly service fees, maintenance contracts or rent. Batch invoices let you bill many customers in one pass, which saves time for businesses with a large number of similar accounts.
Can customers pay invoices by card?
Yes. SeroBooks takes card payments through Stripe online and through Global Payments and Moneris card terminals in person. Payments post against the invoice, update the customer’s balance and land in the ledger ready for bank reconciliation when the processor pays out.
Does SeroBooks charge late fees?
SeroBooks can apply finance charges to overdue balances based on your payment terms, and customer statements show what each account owes across every open invoice. The aged receivables report highlights late accounts so you can follow up with the customers who owe the most first.
How much does SeroBooks invoicing cost?
Invoicing is part of every SeroBooks plan. Starter is $79.99 a month, Standard is $150 a month and Pro is $300 a month, all in USD with a 14-day free trial. Plans differ by users, locations and advanced features such as payroll, forecasting and job costing.