A coach rarely sells just one thing. There is the single session, the package of six conversations and the ongoing programme. Each has its own way of invoicing: per session afterwards, upfront for the whole package or a fixed amount per month.
Administration for coaches: from a single session to a monthly programme
Coaches
Your offer sits in a list of your own, you note sessions per client and you invoice a programme per session or as a fixed monthly amount.
Start free, no credit card.
SmartWerk helps you line up those different forms. You record your offer, keep track of sessions per client and choose whether to invoice per session or have a subscription prepared as a draft.
Where it goes wrong in practice
Several forms of offer
Session, package and programme each have their own price and invoice moment. You do not want to work that out every time.
Keeping track of what is already invoiced
You have given four sessions. Which are already on an invoice and which are not?
Fixed amounts that come back every month
With an ongoing programme the invoice is the same every month. That repeats easily, and is just as easily forgotten.
Payments you have to check
Private clients pay by bank transfer. Which payment belongs to which invoice?
How a job moves through SmartWerk
Every step is an existing SmartWerk feature; click through for the details.
Create the client
A client is a private person or a company; for a company you add the company details.
Record your offer
Session, package, intake: each with price and VAT, recorded once.
Note sessions
Record the hours of each session, with an hourly rate if you like, and see what is not yet invoiced.
Invoice per session or package
Make an invoice from your sessions or pick a line from your offer.
Programme as a fixed monthly amount
A recurring invoice prepares a draft monthly that you review and send.
Figures for your bookkeeper
You bundle invoices, costs and VAT overview in a package.
The tools that matter most here
Why this fits SmartWerk
01
One environment for three forms of offer
Session, package and programme use the same client, the same offer and the same invoices. You only choose the invoice moment.
02
Grow calmly
A coach building up gets a long way with clients, offer and invoices. Only when you want more, such as email or a bookkeeper package, do you add it.
03
Administration, not a coaching file
SmartWerk helps with clients, hours and invoices. It is not a client file or coaching platform.
Frequently asked questions
Can I invoice a programme as a fixed monthly amount?
Yes. A recurring invoice prepares a draft monthly. You review and send it yourself. There is no direct debit.
Can I keep track of sessions per client?
Yes. You record each session as hours with the client and see what is not yet invoiced.
Can I save my offer?
Yes. With Products & services you record session, package and programme with price and VAT.
Can I keep content notes per client?
The client record has a notes field for administrative remarks. SmartWerk is not a client file or coaching software.
SmartWerk is invoicing and administration software for self-employed people, not a full accounting package and not a replacement for your bookkeeper or adviser.
Try it with your own clients
Create a free account and start with one client. Upgrading can wait until you really need a feature.