—INVOICES & PAYMENT TRACKING

Billing software that completes your day at 5pm

Hours and materials are recorded directly from the job. The invoice is generated with a single click and sent by email along with payment methods.


Synchronized as needed with QuickBooks or Sage 50; your accountant also deserves not to do double entry.

ANATOMY OF A SERCOM INVOICE

Understandable by the client, approved by the accountant

A super simplified invoice for your customers that passes inspection.


Compliant with Quebec tax requirements, clear for the client, ready to be archived.

Important information

Payment due dates, remaining amount, payment tracking, terms and conditions.

Items with details, including your products and services

Be creative, there are no limits to your writing talents!

Taxes calculated automatically

With our tax numbers, to be compliant

Terms & Conditions

Add your default terms or customize them

INVOICE CYCLE

A bill paid in 4 steps and a happy accountant

Sercom allows you to easily track invoices sent to customers and monitor payments.


Ultimately, you'll end up at your accountant's office, and he'll be happy to have your documents.

Draft

PRÉPARATION

Hours, materials and costs are added back to the job. You adjust what needs to be adjusted.

Sent

VIA EMAIL

The customer receives the invoice in PDF format with your payment methods.

Partially paid

DEPOSITS, DOWN PAYMENTS

Collect a deposit, keep the remaining balance. Ideal for longer-term jobs.

Paid

SEND TO ACCOUNTANT

Payment confirmed. The invoice status changes to paid, and sending it to the accountant is straightforward.

SYNERGY FROM SUBMISSION TO INVOICING

A single entry, from the field to the accountant

The items signed in the quote will be reflected in your job. Items and changes on the work order will be reflected on the invoice.


Goodbye to the double entrance!

01

Signed submission

  • #0475
  • 14,731.88$

    • Convert

    02

    Job completed

  • #0395
  • $2,000 worth of additions

    • To invoice

    03

    Invoice sent

  • #0403
  • 16,731.88$

    • No data re-entry required. Details are saved to you throughout the entire process.

    EQUIPMENT & SERVICE PRICE LIST

    Your price list, ready for your team

    Your items, products and services in a central repository. Insert them into a quote by searching by name or code; prices, descriptions and taxes are automatically filled in.

    Search by product name or code

    Easily find your parts

    Categorize to better organize your sets of parts

    A search for everything you need

    Tracking your equipment costs

    In order to properly track your profitability once you're in the job.

    —ACCOUNTING INTEGRATIONS

    A well-organized accounting system

    Whether your accountant is "old school" or uses accounting software, he will be pleased with your organization and will cost you less in time.


    We can integrate with Quickbooks and Sage Cloud to avoid double entry!

    Discover the other steps

    See all features →

    01

    Requests

    Customer request management, i.e., the initial moment of data entry

    See the module →

    02

    Submissions

    The next step when you have all the information to submit a bid

    See the module →

    03

    Jobs

    Planning and execution of the work to be done, before billing the client

    See the module →

    —FREE TRIAL, NO CARD REQUIRED

    Ready to plan more while working less?

    14 days to test it on your real jobs. Our onboarding team prepares your models, imports your clients and trains you, all in French.

    Onboarding de base inclus

    The first hour is included (it will be a lot).

    Assisted migration

    Import from QuickBooks, Sage, Excel

    Support in French

    Phone, email, SMS, we're here.

    Sans engagement

    Cancel at any time & export your data