Control & platform
Your own fields, your own forms, printed together
Every business tracks a few things nobody else does, and wants its forms to look like its own. SeroBooks lets you add fields, design templates, and print or email forms in batches.
What you get
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Custom fields
Define fields for customers, vendors and items, fill them in on each record, and print them on forms.
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Templates
A template editor with a live preview, fonts on every template, and a Statement template.
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Print Later and Email Later
Tick a form to print or email later, then send the whole queue from Print Forms or Send Forms.
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Print Cheques
Number the cheques waiting from the first cheque number and print them together.
Forms that look like yours
Company information, colours, fonts and messages come from the template, and the statement your customers receive uses its own template too. Custom fields you define appear on the record and, when the template asks for them, on the printed form.
Frequently asked questions
Which paper size do forms use?
Letter in North America and A4 elsewhere, from your location's country, so you never have to choose.
Can I add many records at once?
Yes. Lists > Add/Edit Multiple List Entries works like a spreadsheet for customers, vendors and items, and takes rows pasted from Excel.