To simplify your accounting, Qonto allows you to attach invoices to all of your transactions.
When you initiate a new transfer, you need to justify the transaction by providing a document to execute it.
Before setting up a new transfer, make sure that you have a digital version or a picture of the document.
Which kinds of documents can justify a transfer?
Accepted documents depend on the transfer purpose.
The most common are:
Paying a supplier, a professional
An invoice composed of the following information: emitter, company name, amount, and IBAN.
Paying your employees
A payslip or IBAN
Paying your CEO salary
An IBAN and/or the written record of the general assembly, if applicable
Return money to a business partner
A proof of payment and/or a written record if applicable
Initiating a transfer to an individual beneficiary
A sales announcement, a car registration certificate in case of a purchase, a deed of assignment, an IBAN
For international transfer : Kbis + contract
Initiating a transfer to regularize a tax situation
Any official document provided by one of these public institutions
Paying for a rent
A lease, an invoice or a rent receipt
Acquisition of a real property
A sales agreement signed by both parties
A contract, the general assembly written record, or a notarial act
Transferring funds from one account to another (same company)
The IBAN of the beneficiary bank, in the company's name
How to add documents?
Go to the Business Account section
Click on the Transfers tab
Click on the transfer you want and go to the Upload document section at the bottom.
Upload the document you have chosen.
You also have the option to Modify transfer, and add any information or document that is necessary for its execution.
Go to the Purchases section
Then select Supplier Invoices tab
Look in the To pay Tab the differents invoices uploaded
attach the invoice to an existing transaction or created a payment