Industry Verticals
Invoicing handoff
Invoicing handoff — part of General Contracting.
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Part of General Contracting
Invoicing handoff lives inside SerapisERP General Contracting. Finance modules bill the same client without re-keying the job.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle General Contracting on for orgs that need it — leave it off for everyone else.
Because invoicing handoff sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Invoicing handoff
Finance modules bill the same client without re-keying the job.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through General Contracting permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Invoicing handoff sold separately?
No. Invoicing handoff is part of General Contracting. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Invoicing handoff?
Enable General Contracting for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Invoicing handoff share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.