Invoicing & Payments

Discover the ins and outs of invoicing and payments.

Matt Nish avatar Dev Team avatar Megan Myke avatar
48 articles in this collection
Written by Matt Nish, Dev Team, and Megan Myke

How can I hide the 'Units' column on invoices?

Updating your invoice settings to simplify your line items.
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Written by Dev Team
Updated over a week ago

Understanding Payout Schedules in Bonsai Payments

How to know when you'll receive your money after a payment with Bonsai Payments.
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Written by Megan Myke
Updated over a week ago

How can I set the amount of time my client has to pay me?

Setting the number of days in which your invoice will become due after it is issued
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Written by Megan Myke
Updated over a week ago

How can I make my work not fully available to my client before I receive payment but allow them to see a preview?

Prevent downloading of work product until you are paid in full
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Written by Megan Myke
Updated over a week ago

How can I move an invoice from one project to another?

Moving invoices between projects
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Written by Megan Myke
Updated over a week ago

Can I use my client's payment method to pay myself on their behalf if they gave me permission to do so?

Paying yourself and using your client's payment method
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How can I give my client a discount?

Giving my client a discount
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Written by Megan Myke
Updated over a week ago

How can I know if my client received the email notification for my invoice?

Receipt for my client being sent email notification for my invoice.
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Written by Megan Myke
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures
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Written by Megan Myke
Updated over a week ago

How Can I Set The Default Number Of Days My Invoices Will Become Due After They Are Issued?

Invoice Due Date Default
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Written by Megan Myke
Updated over a week ago

How Can I Remove The Late Fee Entirely From My Invoices?

No Late Fee
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How Can I Add/Update Default Information (Transaction Fees, Due Date, Late Fee, etc.) On My Invoices?

Default Information Transaction Fees Due Date Late Fee Note Invoice
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How Can I Add My VAT/Tax ID Number To All My Invoices?

Default VAT TAX ID All Invoices
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Written by Megan Myke
Updated over a week ago

How Can I Manually Create An Invoice?

Manually Create An Invoice
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Written by Megan Myke
Updated over a week ago

How can I mark my invoice as paid?

Manually marking invoices as paid
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Written by Megan Myke
Updated over a week ago

How Can I Download A PDF Version Of My Invoice?

Download PDF Invoice
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How Do I Automatically Add My VAT/tax ID To All Of My Invoices?

Automatically Add VAT/tax ID To Invoices
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How Can I Create An Invoice?

Steps To Be Taken In Order To Create An Invoice
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Written by Megan Myke
Updated over a week ago

What happens if my client's payment method fails in a recurring auto-payment invoice?

Payment method failure for "Recurring Payment" invoices
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Written by Megan Myke
Updated over a week ago

How can I edit my invoice number?

Change/Update Invoice Number
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Written by Megan Myke
Updated over a week ago

How does Bonsai keeps my bank information safe?

Learn why your bank information is safe with Bonsai.
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Written by Megan Myke
Updated over a week ago

How can I change a paid invoice to unpaid?

Need to revert your invoice marked as paid?
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Written by Matt Nish
Updated over a week ago

​How can I define who pays the transaction fee for online payments?

Steps you can take to define who is paying for the transaction fee.
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Written by Megan Myke
Updated over a week ago

When are the automated reminders for payment sent?

When do the invoice auto-reminders go out?
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Written by Matt Nish
Updated over a week ago

Why Is My PayPal Payment "Pending" In Bonsai?

PayPal pending payment: Reasons and 4 ways to avoid it with Bonsai.
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Written by Matt Nish
Updated over a week ago

What payment methods does Bonsai support?

Getting paid with Stripe, PayPal, and bank transfer.
Megan Myke avatar
Written by Megan Myke
Updated over a week ago

How can I verify my bank account with microdeposits?

Discover how microdeposits can be used to verify a bank account.
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Written by Megan Myke
Updated over a week ago

How can I download my invoices as a PDF?

Downloading PDFs of my invoices.
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Written by Megan Myke
Updated over a week ago

How can I turn off automatic invoice reminders?

Managing invoice reminders to clients.
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Written by Megan Myke
Updated over a week ago

How can I send my invoices as a URL?

Sending invoices outside of Bonsai.
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Written by Megan Myke
Updated over a week ago

Do you support partial payments on invoices?

Why can't I split up payments on a single invoice?
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Written by Megan Myke
Updated over a week ago

How do I import my PayPal transaction fees?

See all the steps you can take to import PayPal transaction fees.
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Written by Megan Myke
Updated over a week ago

How can I update the currency on my invoices?

Explore all the steps of updating the currency on your invoices.
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Written by Megan Myke
Updated over a week ago

How long does it take for funds to arrive in my account after I'm paid?

Determine how quickly the funds will arrive in your account after getting paid.
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Written by Megan Myke
Updated over a week ago

How can I turn off a recurring invoice?

Guide to turning off a recurring invoice withing Bonsai.
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Written by Megan Myke
Updated over a week ago

Is it possible to send printed versions of my invoices?

Does Bonsai offer the option of sending printed invoices?
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Written by Megan Myke
Updated over a week ago

How can I set or change my payment methods?

Step by step guide to changing your payment method.
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Written by Matt Nish
Updated over a week ago

Will I receive a 1099-K for my payments?

Does Bonsai issue 1099-Ks for payments?
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Written by Matt Nish
Updated over a week ago

What do the Outstanding, Overdue, Pending, and Paid categories mean for payments in Bonsai?

Categories explained: Outstanding Payments, Overdue Payments, Pending Payments, Paid Payments in your Bonsai Account
Matt Nish avatar
Written by Matt Nish
Updated this week

Can I use Payments without Stripe/Paypal?

Explore other options for payments besides Stripe and PayPal.
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Written by Matt Nish
Updated over a week ago

How can I mark an invoice as paid?

See how you can manually mark an invoice as paid.
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Written by Matt Nish
Updated over a week ago

What is Auto Invoicing or Recurring Auto-Payments?

Discover how invoice automation and recurring payments work in Bonsai.
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Written by Matt Nish
Updated over a week ago

How can I add my VAT / tax ID to invoices?

Step by step guide for adding VAT / tax ID to your invoices.
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Written by Matt Nish
Updated over a week ago

How can I refund a payment?

Follow these steps to refund a payment via Stripe or Bonsai Payments
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Written by Matt Nish
Updated over a week ago

How does auto-sending work?

Explore how to schedule invoices on Bonsai with "Auto Send".
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Written by Matt Nish
Updated over a week ago

How do recurring invoices work?

Explore how Bonsai's recurring invoices feature works.
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Written by Matt Nish
Updated over a week ago

How secure are Payments?

Discover why payments are secure with Bonsai.
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Written by Matt Nish
Updated over a week ago

Why is my card / payment method being declined?

Figure out why your card or payment method is declined.
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Written by Matt Nish
Updated over a week ago