This article is for administrators of the Swile Personal Services (SAP / CESU) programme. With this programme, you can receive three types of accounting documents: top-up receipts, management fee invoices, and credit notes. Here’s what they are and how to get them.
How do I access and understand my Personal Services accounting documents?
Top-up receipts
These correspond to the amount you’ve paid into your company’s Personal Services fund. They’re available in your Swile admin area, under the Accounting documents tab. To download a top-up receipt, open the Personal Services menu and go to Accounting documents. Open the Top-up receipts tab, then download the receipt you need.
Management fee invoices
Invoices are sent by email. You can also download a top-up receipt. To do this, open the Personal Services menu and go to Accounting documents, then the Invoices sub-tab.
Credit notes
If a Personal Services credit note is issued, it will be sent to you by email.
💡 Good to know
The funds in your Personal Services fund remain the property of your company until they are used by the beneficiaries. That’s why Swile provides you with a receipt for each transfer to your fund, rather than an invoice for an order.
Comments
0 comments