Start from approved work
Build an invoice manually or carry the agreed quote lines into a new invoice.
Close the administrative loop
Turn completed work into a clear invoice and keep every balance visible.
Create invoices manually or from approved work, apply Quebec tax rules, share customer-ready documents and record partial or manual payments without losing the audit trail.
Owner controlRules and results stay visible✓
01Manual invoices or conversion from quotes02Draft, sent, partial, paid, overdue and void states03TPS, TVQ, tax-exempt lines and credit notes04Partial payments, installment records, bulk actions and audit
What is already in the product
The details that make the workflow useful in real operations.
Track the full invoice state
Statuses distinguish drafts, sent invoices, partial balances, paid records, overdue amounts and void documents.
Apply the right tax treatment
Use TPS, TVQ, custom tax handling and tax-exempt lines where the invoice requires them.
Share a customer-ready document
Public print and PDF views provide a clear invoice record without exposing the administrative workspace.
Record how a balance changes
Capture partial and manual payments, internal installment schedules and credit notes against the invoice history.
Prepare, then review
Bulk actions help the office work efficiently, and an optional completion rule can create a draft without sending it automatically.
How the handoff works
Your rules define the guardrails. Serberus carries the routine work.
Every major workflow answers the same five questions: what starts it, which rules apply, what Serberus completes, when it asks, and where the result remains visible.
Trigger
The office creates an invoice, converts a quote or completes a job with draft creation enabled.
Rules
You set taxes, payment terms, installment details, invoice timing and who may edit financial records.
Serberus does
Serberus prepares the document, tracks its state and updates the recorded balance as entries are added.
When it asks
It asks before a draft is sent, a credit changes the balance or a person must confirm a financial exception.
Where you see it
See the invoice, public document, balance history, audit log and financial reports.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Real product screen
Built into Serberus, not staged for the website.
This image comes from the current Serberus application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Serberus
Put the handoffs somewhere dependable.
Serberus does the heavy lifting, brings the exceptions back to you, and keeps the result visible.