Bill your monthly fees and keep track of ad spend
Each client's monthly fee is invoiced automatically, campaign quotes become invoices in one step, and invoices from ad platforms arrive in Purchases ready for review.
Suitable plan: Pro
How it works
A month of work with clients and platforms.
Send a campaign quote
You describe the services in a quote and, when the client accepts, turn it into a draft invoice with the order number and notes.
Bill every month
Each client's monthly fee is a recurring invoice that is issued and sent automatically (Pro and higher plans).
Upload your ad spend
You upload invoices from Google, Meta and other platforms. If you are VAT-registered, an invoice from a foreign supplier without VAT is suggested as an Art. 117 protocol, and you confirm it.
See revenue by client
The dashboard shows revenue, unpaid and overdue amounts for each client, and Analytics shows expenses by category (Pro and higher plans).
What it looks like in practice
Three situations from the work of an agency.
An agency runs a restaurant's social media for a monthly fee. The recurring invoice is issued and sent automatically every month, and the dashboard shows which client has paid and which is overdue.
The campaign quote describes the preparation and management of the campaign and becomes an invoice to the client once accepted. You upload the invoices from Google Ads and Meta to Purchases. If you are VAT-registered, they are suggested as Art. 117 protocols, and Analytics shows ad spend separately from other expenses.
Expenses paid by an employee
An employee pays for travel or materials for a shoot out of their own pocket. They submit an expense claim with the receipts, you approve it and each line becomes an expense of the agency (Business and Enterprise).
The modules you will use
Each module has its own page with the details.
- SalesCampaign quotes and recurring invoices for monthly fees.In every plan
- PurchasesInvoices from ad platforms and subcontractors, recognised from PDF or photo.From Pro
- AnalyticsRevenue by client and ad spend by category.From Pro
- DeclarationsArt. 117 protocols go into the VAT ledgers and the VAT return.From Business
What you get
The tools for an agency that works with many clients and ad platforms.
Suitable plan
Pro
Pro includes recurring invoices, Purchases with recognition and Analytics. With Business, ad spend also goes into the VAT ledgers and the VAT return.
Compare plansClients and billing
- Recurring invoices: weekly, monthly, quarterly or yearly
- Quotes that become invoices in one step
- A percentage discount per line or for the whole document
- Reverse charge and English documents for EU clients
Ad spend
- Invoices from ad platforms are uploaded as PDF or photo
- An invoice from a foreign supplier without VAT is suggested as an Art. 117 protocol
- The Advertising and marketing category and an expense breakdown in Analytics
- Protocols go into the VAT ledgers and SAF-T (Business and Enterprise)
Team
- Admin, Accountant and Viewer roles
- Two users on Pro and five on Business
- Claims for expenses staff paid themselves (Business and Enterprise)
- Payroll import from D1 and D6 (Business and Enterprise)
Frequently asked questions
How do I bill a client's monthly fee?
With a recurring invoice. You set the amount, the interval and the start date, and smetni issues the invoice and, optionally, emails it to the client. You can pause the schedule, resume it or issue an invoice right away. Recurring invoices are available on Pro and higher plans.
How are invoices from Google and Meta recorded?
You upload them to Purchases. If you are VAT-registered, an invoice from a foreign supplier without VAT is suggested as an Art. 117 protocol with VAT at the standard rate. You check the data and confirm. On the Business plan, the protocol goes into the VAT ledgers and the VAT return.
Can I invoice clients abroad?
Yes. For an EU business with a VAT number, the invoice uses reverse charge and the legal wording is printed on the document. For a business outside the EU, Bulgarian VAT is not charged, because the place of supply is outside Bulgaria (Art. 21(2) of the VAT Act). The document can be in English and in one of 17 currencies.
Can I see revenue by client?
Yes. On every plan, the dashboard shows revenue net of VAT, paid, unpaid and overdue amounts for each client. On Pro and higher plans, Analytics shows your top clients by share of revenue and expenses by category.
Which plan suits an agency?
Pro: recurring invoices, Purchases with recognition, Analytics and two users. Business adds the VAT ledgers, bank, personnel, expense claims and accounting, with up to five users.
Guides
Detailed instructions, step by step.
- PurchasesUpload an expense document, review the recognized details and track what you owe the supplier.
- VAT and tax ratesReview tax details for the organization, client and document line items.
- Currencies and exchange ratesChoose client and document currencies, and review exchange rates and reporting amounts.
Other types of business
See how other businesses use smetni.
Get started with smetni.app
No lock-in. Cancel at any time in Settings.
Numbering, VAT scenarios and mandatory details under the VAT Act.
Invoice data is stored in data centers within the European Union.
Encryption at rest and in transit.
Backups every day, restorable when needed.