Serenity November 2024 Feature Updates: Smarter Tools for Communication, Payments, and Workflow Management

November brings several new and improved features to Serenity, aimed at enhancing communication, invoicing, and overall efficiency for businesses. Here’s what’s new:

Phone System Updates

• Auto-Delete Call Recordings
• Reduce storage costs by automatically deleting call recordings after a customizable retention period (default: 90 days).
• Admins can enable this in Phone Numbers > Advanced Settings; call transcripts remain unaffected.
• Number Intelligence: Block Spam Calls & Identify Unknown Callers
• Automatically filter spam calls and identify unknown callers for improved call management.
• Available for accounts with Number Validation turned on, starting December 4th (additional usage charges apply for each caller lookup)

Invoicing Enhancements

• Attachments for Estimates and Invoices
• Attach up to 10 files (total 20MB) to estimates and invoices for added flexibility.
• Available for invoices, recurring invoices, estimates, and estimate templates.
• Bank-Only Transfers for Invoices
• Enable ACH and SEPA payments through Stripe for global or per-invoice configurations so that your clients can pay using these methods.
• Estimates: New Filter and Product Description Enhancements
• Filter by "Viewed" status for better tracking and communication on the Estimates list page
• Import detailed product descriptions automatically (up to 1,000 characters) when adding items to estimates like already happens on Invoices and Documents.

Documents & Contracts Upgrades

• Improved User Experience
• Add or delete recipients easily, search products when adding items, and make updates more efficiently.
• Custom Value Linkage
• Link text and date fields in documents to custom values for automatic updates upon signature.
• Export completed fields as CSV for streamlined data management.

Calendar Integration



• Square Payments for Bookings
• Now that Square is a supported payment processor you can collect calendar booking payments using Square, in addition to Stripe and other providers.
• Set up payments through the Calendar Settings and Payments > Integrations tab.