Invoices, credit notes, and documents

After this page, you can find every document, retrieve it as a PDF or e-invoice, pay an open invoice, and know what a credit note means.

There are three document types, each with its own number sequence: the invoice INV-YYYY-NNNN as a demand for payment, the credit note GS-YYYY-NNNN as a correction, and the overdue notice MA-YYYY-NNNN as a reminder. An overdue notice is not an invoice and shows no tax.

Steps#

Find and open a document#

1. Open Billing and switch to the Invoices tab. The list Invoices and credit notes has the columns Number, Date, Period, Amount, Status, and Download.
2. Narrow down with the filters: All, Open, Overdue, Reminded, Paid, Credit note, or Voided. If nothing fits, it says “No documents for this filter.”
3. For long lists, click Load more.
4. Click a row. The document shows Invoice number, Invoice date, Service period, Due date, Paid on, and Your VAT ID, below them Line items, the totals from Subtotal (net) via VAT to Total due, the legend VAT codes (S, AE, O, E, K, G), and the History: Issued, Reminded, Dunned, Paid.

Retrieve a document#

1. PDF opens the document as an A4 file with embedded invoice data.
2. E-invoice delivers the same details as XML according to UN/CEFACT CII.
3. Print sends it to your printer. If an overdue notice is running, its letter appears next to it as a PDF.

If it says “The document is created once the payment is booked.”, reload the page shortly afterwards.

Pay an open invoice#

With purchase on account, you transfer the money yourself. The Payment section names Account holder, Bank, IBAN, BIC, Payment reference, Amount, and Due date.

1. Open the open invoice.
2. Copy IBAN, payment reference, and amount with Copy, or click Show EPC QR code and scan it with your banking app. It contains payee, IBAN, amount, and payment reference.
3. Once the document is settled, it says “This document is paid. Nothing left to do.”

If the bank details are missing, the document says: “Bank details are available on request.”

Szenera also sends every document to the invoice email of the invoice profile. In the portal, Go to invoice takes you to the document.

Options#

What a credit note means#

A credit note corrects an invoice and is not a purchase of its own: It has its own number, negative amounts, and the tax of the corrected invoice. The document names it with number and date, so adjust your input tax deduction accordingly.

The amount is deducted from an open invoice (if that settles it, it counts as moot) or comes back: “We offset the amount against your next invoice. On request we transfer it back — write to rechnung@szenera.com.”

The document for a contract change#

An order under Change contract takes effect immediately. Which document that creates and when it appears in the portal depends on your payment way.

With a pure reduction, nothing is created today: “No invoice was created for this change. The credit of €12.40 will appear on your next invoice.” A credit is offset, never paid out. The regular invoice of the following period arrives on schedule in both cases. The date is on the Contract tab in the line Next invoice on.

Check the result#

• The row shows the expected status: Open · due …, Overdue, Paid on …, or Credit note. The History ends with Paid as soon as your payment is booked.
• PDF and e-invoice carry the same number as the row.

If something goes wrong#

Related#

• Invoice profile, VAT ID, and tax — where the document goes and which tax appears on it.
• Payment reminders, overdue notices, freezing, suspension — what follows an open invoice.
• Read the billing page — tiles, tabs, and the Next invoice preview.