Invoicing & e-signing
Quotes, invoices, and signatures — done from one place.
Send a quote, turn it into an invoice, and get it signed — all built on the customer records you already keep in Serene Studio. No separate invoicing tool and no separate e-signature subscription stacked on top.
Quotes and invoices
Create a quote, then turn it into an invoice without re-entering line items. Due dates prefill from each customer's payment terms.
E-signing built in
Send a quote or agreement for signature without a separate e-signature subscription. The signed document lives with the rest of that customer's record.
Customer records (CRM)
Individuals and companies, with billing details, payment terms, and notes — one record your invoices, quotes, and bookings all read from.
Tax exemption tracking
Record a customer's tax exemption certificate and jurisdiction. Invoices and quotes prefill from it, and you get a warning before a certificate expires.
Connected to booking and inventory
Invoice a completed booking or a product sale directly from the record that created it — no separate step to copy details across.
Included in your subscription
Invoicing, quotes, and e-signing are part of the same flat plan as the rest of Serene Studio — no per-document or per-signature fee.
What is included
- Quotes that convert into invoices
- E-signing for quotes and agreements
- Customer and company records with payment terms
- Tax exemption certificate tracking with expiry warnings
- Invoicing connected to booking and inventory
No separate invoicing or e-signature bill
Invoicing and e-signing are included in every plan.
Quotes, invoices, customer records, and e-signing ship with every Serene Studio subscription.