Steps
- Open Settings › Money.
- Under On your invoices, fill each row you care about:
- Name (you or your business at the top)
- Email (where finance replies)
- Address (many finance teams will not pay without one)
- Tax ID (optional: VAT, EIN or ABN)
- How to pay you (bank details, PayPal or a payment link)
- Note (optional foot line)
- Press Download sample on See one to preview a PDF with these details.
- Create the real invoice from Kroma (Create invoice PDF) or from the deal (Send invoice › Create invoice PDF), then email the file yourself.
- If Name was empty, the PDF may fall back to your profile name (Settings › You › Your name) or workspace name. Address and How to pay you have no fallback: leave them blank and they simply do not appear.
Questions people ask
I already sent a bad PDF. Can I fix it?
Update On your invoices, then download the invoice again from the deal (Download invoice PDF) or make a new sample. Send the corrected file to your client yourself.
Does Kromadic email the invoice?
No. The PDF downloads; you send it.
Does Kromadic take a fee?
No. Clients pay you directly.