Kiflo Self-Invoicing for Partners: Setup and EU VAT

Self-invoicing — also called self-billing — is the process by which the buyer generates an invoice on behalf of the seller. In the context of Kiflo, you (the vendor) act as the buyer, and each partner you owe commissions to is the seller. Kiflo automates this by generating a complete invoice and attaching it to each payout the moment it reaches Ready status — no manual invoice uploads required from your partners. This feature is especially valuable when your partners are individuals or small businesses who may not have the tools or processes to issue professional invoices consistently. It removes a common bottleneck in the payment workflow.

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How self-invoicing works

Self-invoicing in Kiflo is opt-in at the partner level. You first enable the feature globally for your account, then each partner decides whether to opt in. Partners who opt in provide their billing details (company name, address, optional tax rate, logo, and footer). As soon as their payout reaches Ready status, Kiflo generates the invoice automatically and attaches it to the payout.

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Step 1: Enable self-invoicing on your account

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Step 2: Partners opt in and provide their billing details

Once you have enabled self-invoicing, partners can opt in via two routes:

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During onboarding

Add an Opt-in/out from self-invoicing action to your onboarding pipeline. When partners go through onboarding, they are prompted to opt in and provide their billing details as part of the process. This is the most efficient path — partners are set up before their first payout is ever created. Partners can customize their invoices with:

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At any time from the partner portal

Partners can also configure self-invoicing at any point after onboarding:

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How partners access their self-invoices

Once a payout reaches Ready status and Kiflo generates the invoice, the partner can view and download it directly from their partner portal. The invoice is attached to the corresponding payout in their portal view — no separate download link or email is needed.

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EU VAT management for self-invoices

If you are an EU-based company, Kiflo automatically calculates and applies the correct EU VAT rules to each generated invoice. No manual configuration is required beyond enabling self-invoicing — EU VAT management activates automatically.

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Who needs EU VAT management?

EU VAT management applies if your company:

• Is based in the European Union.
• Pays commissions to partners using the self-invoicing feature.
• Has at least some partners also located in the EU.

If none of these conditions apply to you, EU VAT management has no effect on your invoices.

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How Kiflo calculates EU VAT

Kiflo collects VAT IDs and billing details from your partners and validates VAT IDs automatically. When generating an invoice, Kiflo applies one of three rules based on where both parties are located:

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Disabling self-invoicing

To stop Kiflo from generating invoices for all partners, return to Account > Payouts and toggle off the self-invoicing option. This acts as a global switch — no invoices are generated regardless of individual partner opt-in status, until you re-enable the feature.