A practical guide by Krevaro. The workflows are examples, not measured customer results.
Agree before issuing documents
With self-billing, the customer issues the document instead of the creator. Both parties must agree to this process in advance. Consent belongs on the creator profile. Approving a collaboration does not replace this agreement.
Collect complete required details
Names, addresses and applicable tax details must be complete. VAT treatment depends on the creator and the specific service. Missing information is resolved before a document is issued, rather than after a payout.
Make settlement traceable
The responsible person reviews and approves the payout run once. The payment partner pays out and the documents stay linked to the compensation. Creators can review settlement and raise discrepancies. Adjustments remain linked to the original document. Country guidance is available under Taxes & regulations in Legal.
