Billing details
Kanbu uses billing details to issue invoices. You enter them when choosing your first paid plan and can update them at any time later.
1. Entering details with your first subscription
When you choose a paid plan for the first time, after confirming the plan change a billing details form opens automatically. You can fill it in two ways:
- By company ID — enter the company ID or company name. Kanbu looks up related records from the registry — select the correct one and the details will be filled in automatically.
- Manually — fill in all details yourself.
After filling in the form, click Save and continue to subscription. The plan list will open again, where under the selected plan you click Change plan and complete payment.
You enter billing details only once — saved values are used for subsequent payments.
2. Changing billing details
You can edit saved billing details in organization settings:
- In the bottom left corner of the app, click your name and email.
- Select Settings.
- In the Information card, click the Edit billing details button and update the name, company ID, tax ID, or billing address.
The same form also has two email fields:
- Billing email (optional) — the address Kanbu sends invoices and payment links to. If left blank, your account's email is used.
- CC email for invoices (optional) — receives an extra copy of every issued invoice. Useful if you want invoices to also go to your accountant or bookkeeping firm automatically.
Invoice history and payment card management are elsewhere — in the payment service environment. See Payment method for details.
Related
- Choosing a subscription — selecting and changing your plan
- Payment method — managing invoices and payment methods