What is it?
Client management is the list of your customers, companies and private individuals, which the rest of SmartWerk draws on.
Client management: enter each client once
Clients & sales
Record each client once, with address, company and VAT number, payment term and invoice language, and use them on all your invoices, quotes, contracts and projects.
Start free, no credit card needed.
Who is it for?
For freelancers who work with several clients and do not want to retype name, address and VAT number every time.
What problem does it solve?
Client details scattered across email, old invoices and memory lead to typos on documents. A single client record prevents that.
What you get
01
No double entry
Pick a client on an invoice, quote or contract and the details are already there.
Start for free02
Settings per client
Set payment term (14, 30 or 60 days, or on receipt), invoice language and PDF template per client.
Start for free03
Company or individual
Tell companies with company and VAT numbers apart from private individuals, and give each client a status.
Start for freeHow it works in SmartWerk
Create a client
Enter name, contact details and address. For a company add the company and VAT number.
Set the agreements
Choose payment term, invoice language and PDF template, and add notes or tags.
Use the client everywhere
Select the client on a quote, invoice, contract, project, time or mileage entry.
Keep the list current
Mark a client active, prospect or inactive as things change.
Part of one workflow
SmartWerk follows a job from client to bookkeeper. The highlighted step is this page.
What you can do
The client is the starting point: from here you create a quote, contract, project or invoice.
Companies and individuals
A client is a company or a private person, with the matching fields.
Company and VAT numbers
Store the company number and VAT number and flag reverse charge where it applies to a client.
Payment term and currency
A default payment term and currency per client, so invoices start right.
Invoice language and PDF template
Send a client documents in their own language, from seven, in one of five PDF templates.
Status, tags and notes
Keep prospects, active and inactive clients apart and store notes.
Connected to other tools
Frequently asked questions
Is this suitable for freelancers?
Yes. You can store companies and private individuals and all the fields you need on a Dutch invoice, such as company and VAT number.
Can I choose a different invoice language per client?
Yes. You choose one of seven languages for a client’s documents, and one of five PDF templates.
Are client details filled in on documents automatically?
Yes. When you choose a client on an invoice, quote or contract, the details are filled in.
Can I set VAT reverse charge for a client?
Yes. On the client you store the company and VAT number and mark reverse charge when it applies to that client.
Try it with your own data
Create a free account and start with one client. Upgrading can wait until you really need a feature.