Invoicing for companies that sell services
Consulting, IT and design firms work in smetni from the quote to the paid invoice. You send documents with a link to the client portal, track receivables, and expenses and VAT are in the same account.
Suitable plan: Pro
How it works
A month of work with your clients.
Send a quote
You build a quote from the services in your catalogue. It is valid for 30 days unless you set another term, and it expires automatically.
Issue the invoice
When the client accepts, you mark the quote as accepted and turn it into a draft invoice with all its lines in one step.
Bill every month
For ongoing services you create a recurring invoice. It is issued and sent automatically every month (Pro and higher plans).
Track payments
You record full and partial payments and see overdue receivables. Reminders to clients go out automatically on your schedule (Pro and higher plans).
What it looks like in practice
Three situations from the work of a service business.
Ongoing support for a monthly fee
An IT firm maintains its clients' systems for a monthly fee. Each client has a recurring invoice that is issued and emailed at the start of the month. The client opens it in the portal and sees your bank account, and if you turn reminders on, late payers get an email 3, 7 and 14 days after the due date.
A project from a quote
A consulting firm sends a quote for a project. When the client accepts, you mark the quote as accepted and it becomes a draft invoice with the same lines, order number and notes. If the agreed amount goes down after the invoice is issued, you issue a credit note for it.
Month-end with your accountant
At the end of the month your accountant signs in with their own account. They review the supplier invoices smetni has recognised, match payments from the bank statement to invoices and download the VAT ledgers and the VAT return for the National Revenue Agency (Business and Enterprise).
The modules you will use
Each module has its own page with the details.
- SalesQuotes, invoices, notes and recurring invoicing for ongoing services.In every plan
- PurchasesInvoices from subcontractors and suppliers, recognised from PDF or photo.From Pro
- BankPayments from clients, matched to invoices from the bank statement.From Business
- DeclarationsThe VAT ledgers, the VAT return and the monthly SAF-T file for service companies.From Business
What you get
The tools a service business needs every month.
Suitable plan
Pro
Pro includes recurring invoices, automatic reminders and the Purchases module. Choose Business if you also want the VAT ledgers, bank and accounting in smetni.
Compare plansQuotes and invoices
- Quotes with a validity term that expire automatically
- An accepted quote becomes a draft invoice in one step
- A percentage discount per line or for the whole document
- The order number and notes carry over from the quote to the invoice
- Credit and debit notes for issued invoices
Clients at home and abroad
- Lookup by EIK (company ID) in the Commercial Register and VAT number check in VIES
- Reverse charge for EU businesses, with the legal wording on the document
- Services to businesses outside the EU without Bulgarian VAT, because the place of supply is outside Bulgaria (Art. 21(2) of the VAT Act)
- Documents in Bulgarian or English, in 17 currencies at the ECB rate on the issue date
Team and accountant
- Admin, Accountant and Viewer roles for each user
- Two users on Pro and five on Business
- Your accountant works in the same organisation with their own account
- One account for several companies, each with its own plan
Frequently asked questions
Can I bill ongoing services?
Yes. You create a recurring invoice with the amount for the period, and it is issued automatically at the interval you choose: weekly, monthly, quarterly or yearly. Optionally, it is emailed to the client as soon as it is issued. Recurring invoices are available on Pro and higher plans.
How do I invoice an accepted quote?
You mark the quote as accepted and turn it into a draft invoice in one step. The draft keeps the client, currency, language, lines, notes and order number, so you only check it and issue it.
How do I work with clients abroad?
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, and the ECB rate is fixed on the issue date.
Does smetni cover VAT and SAF-T?
The Business plan includes the VAT ledgers, the VAT return and the VIES declaration. It also has the monthly SAF-T file, which for now is for VAT-registered companies that sell only services. You download the files and submit them through the National Revenue Agency (NRA) portal.
Which plan should I choose?
Pro suits most service businesses: invoices, recurring invoicing, reminders, purchases with recognition and two users. Business adds the VAT ledgers, bank, personnel and accounting, with up to five users.
Guides
Detailed instructions, step by step.
- SalesInvoices, quotes, credit and debit notes on every plan, plus recurring documents and imports of issued invoices from Pro.
- Send and trackSend a document, use the client portal and keep track of outstanding amounts.
- Prepare the monthly closeA practical checklist from documents and payments to accounting reports and declarations.
Other types of business
See how other businesses use smetni.
Get started with smetni.app
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Invoice data is stored in data centers within the European Union.
Encryption at rest and in transit.
Backups every day, restorable when needed.