Download and Understand My Accounting Documents for Personal Services (Invoices, Receipts)

With the Personal Services programme, you can receive receipts, invoices and credit notes. In this article, we explain what these documents are and how to get them 👇

  • Receipts: Receipts show the amount you have paid into your company fund. You can find them in your admin area, under the Accounting documents tab.

  • Management fee invoices: We invoice from the first top-up by a user, and then every month after that, even if there are no further top-ups. The fee is per user and is stated in your contract. Invoices are sent by email. You can also find them in the Accounting documents tab.

  • Credit notes: If any credit notes are issued, they will be sent to you by email.

📌 Important

The funds in your Personal Services fund remain the property of the company until they are used by the beneficiaries. This is why we provide a receipt when you make a transfer to your fund, and do not issue an invoice for an order.

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