smetni.app guides

Practical steps for invoicing, expenses, bank, declarations and accounting, for you, your team and your accountant.

Search the guides, for example “Revolut”, “partial payment” or “D1”. Enter opens the first result.

What would you like to do?

Issue my first invoice

Client, line items, review and issue.

Process my expenses

Upload, recognize and confirm.

Prepare the monthly close

Documents, payments, accounting and declarations.

Getting started

Start here

How your account, organization and modules fit together, and what to set up first.

Create an account

Your first invoice

Create a draft, check the client and amounts, and issue your first document.

Send and track

Send a document, use the client portal and keep track of outstanding amounts.

Modules

Sales

Invoices, quotes, credit and debit notes on every plan, plus recurring documents and imports of issued invoices from Pro.

Purchases

Upload an expense document, review the recognized details and track what you owe the supplier.

Bank

Upload bank statements and reconcile transactions against documents and liabilities.

Personnel

Import prepared D1 and D6 files, review monthly personnel costs and track payments.

Declarations

Work with tax periods, journals and reporting files, and review the data before submission.

Accounting

Set the start date and work with entries, accounts, trial balance and financial reports.

Files

Organize originals in folders, find a document and preview or download it.

Analytics

Review income, expenses and outstanding amounts by period and client.

Stripe integrations

Connect Stripe events to document creation and check the resulting documents.

Settings and clients

Clients and client portal

Add clients, set their language and currency, and share documents through the portal.

Team and roles

Invite colleagues and your accountant, and give them appropriate organization access.

Reminders

Set up automatic overdue emails and the weekly report of unpaid invoices.

Core concepts

Organizations and documents

Understand how organizations, clients, documents, payments and files relate to one another.

Document numbering

Set up a numbering series, continue existing numbering and check numbers before issuing.

VAT and tax rates

Review tax details for the organization, client and document line items.

Currencies and exchange rates

Choose client and document currencies, and review exchange rates and reporting amounts.

Need help?

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