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Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
Pricing
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←Home

Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
SSmartWerk

Recurring invoices: drafted automatically

Invoicing & admin

Set up an invoice once and let SmartWerk prepare it as a draft every month, quarter or year. You review and send.

Start for freeView pricing

Start free, no credit card needed.

Revenue€ 18,420Outstanding€ 4,235Costs€ 2,310
Recurring invoicesDraft invoices generated monthly, quarterly or yearly
01

What is it?

Recurring invoices are templates that create draft invoices on a schedule for a regular client.

02

Who is it for?

For freelancers with subscriptions, retainers or fixed monthly amounts, such as maintenance, hosting or a monthly hour of advice.

03

What problem does it solve?

Copying the same invoice every month takes time and you sometimes forget one. A schedule has it ready on time.

What you get

01

A draft on time

On the scheduled date a draft invoice is in your list.

Start for free
InvoicesNew
ClientNextAmount
Bakkerij Van DijkEvery month30-10-2026€ 175.45
Studio NoordEvery month31-10-2026€ 102.85
GreenTech BVEvery quarter17-11-2026€ 480.00
Fietsenmaker SmitEvery month01-11-2026€ 59.29
02

You stay in control

Generated invoices are drafts: you review and send them yourself.

Start for free
SSStudio SanneKvK 84726193 · NL002187364B21Invoice2026-041
ClientBakkerij Van DijkDue date22-10-2026
Website onderhoud8 × € 85€ 680.00
Fotografie productpagina’s1 × € 320€ 320.00
Subtotal€ 1,000.00VAT 21%€ 210.00Total€ 1,210.00
NL91 ABNA 0417 1643 00
03

Pause without deleting

Pause a template and resume it later, without starting over.

Start for free
Invoice 2026-040
Draft29-09-2026
Sent30-09-2026€ 3,025.00
Due date14-10-2026
Paid—
04

Current client details

Each new invoice uses the details the client has at that moment.

Start for free
InvoicesNew
ClientStatusAmount
BVBakkerij Van Dijk2026-041Paid€ 1,210.00
SNStudio Noord2026-040Sent€ 3,025.00
DVDe Vries Advies2026-039Overdue€ 847.50
MDMeridian Design2026-038Draft€ 605.00
GBGreenTech BV2026-037Paid€ 2,420.00

How it works in SmartWerk

  1. 1

    Create a template

    Choose the client, the lines and VAT treatment, and your own business details.

  2. 2

    Choose the schedule

    Set the frequency (monthly, quarterly or yearly), a start date and optionally an end date.

  3. 3

    Check the draft

    As soon as an invoice has been created, you find it as a draft in your invoice list.

  4. 4

    Send

    Review the draft and send or download it like any other invoice.

Part of one workflow

SmartWerk follows a job from client to bookkeeper. The highlighted step is this page.

  1. Client
  2. Quote
  3. Contract
  4. Project
  5. Time · km · costs
  6. Invoice (You are here)
  7. Reminder
  8. Bookkeeper / tax

What you can do

A recurring invoice is an ordinary invoice that appears on a schedule. After that it follows the same route: send, remind and match.

  • Monthly, quarterly or yearly

    Three frequencies, with a start date and an optional end date.

  • Active or paused

    Switch a template on or off without deleting it.

  • Next invoice visible

    The overview shows per template the client, frequency, next invoice and status.

  • Clear error message

    If a run fails, for example because you reached your monthly limit, you see it on the template.

  • Existing invoices stay

    Deleting a template leaves invoices already created untouched.

Connected to other tools

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Client managementClient details, company and VAT numbers, payment terms
  • Products & servicesSave price and VAT once, reuse everywhere
  • Payment remindersReminders before and after the due date

Suited for:CleaningCoachesInstallersConsultants

Frequently asked questions

Does SmartWerk send the recurring invoice to my client automatically?

No. SmartWerk creates a draft invoice. You review and send it.

How often can an invoice recur?

Monthly, quarterly or yearly.

Do recurring invoices count towards my monthly limit?

Yes. They belong to the same monthly limit as ordinary invoices.

What happens if I pause a template?

No new invoices are created while it is paused. On resuming, one missed date is caught up at a time.

What it does not do

  • SmartWerk does not send the generated invoice by itself: it is a draft that you review and send.
  • If your monthly limit is reached, that run is skipped and no invoice is created.

Try it with your own data

Create a free account and start with one client. Upgrading can wait until you really need a feature.

Start for freeView pricing
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