General Questions & Overview

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49 articles in this collection
Written by Matt Nish and Déborah Rodrigues

Can I track time internally?

Tracking time without invoicing the client
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Written by Matt Nish
Updated this week

Is it possible to add more than one email to a client?

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Written by Déborah Rodrigues
Updated over a week ago

How can I set default messages when I send a proposal, contract, or invoice to my client?

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Written by Matt Nish
Updated over a week ago

How do I delete my account?

Deleting my account data and GDPR compliance
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Written by Matt Nish
Updated over a week ago

Does Bonsai have a native spell checker?

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Written by Déborah Rodrigues
Updated over a week ago

How can I change my subscription plan?

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Written by Déborah Rodrigues
Updated over a week ago

​​​How can I change the ​payment method of my subscription?

If you want to change the credit card used to pay your Bonsai subscription, follow these steps.
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Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's logo?

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Written by Déborah Rodrigues
Updated over a week ago

How can I change my default currency?

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Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's address?

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Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's name?

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Written by Déborah Rodrigues
Updated over a week ago

How can I change my personal information?

How can I change my name, email, profile picture and notifications.
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Written by Déborah Rodrigues
Updated over a week ago

Can I send my hours I've worked on a project?

Billing timesheets for your time tracked
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Written by Matt Nish
Updated over a week ago

How can I collaborate on projects?

Working with clients and team members on projects
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Written by Matt Nish
Updated over a week ago

What is "Dual Mode", "Contractor Mode" and "Client Mode"? How can I switch?

Understanding contractor vs client mode
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Written by Matt Nish
Updated over a week ago

Can clients see my unbilled time entries?

Are my hours and timesheets visible to my clients?
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Written by Déborah Rodrigues
Updated over a week ago

How are Contracts and Payments for freelancers related?

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Written by Matt Nish
Updated over a week ago

What does it cost to get paid via Bonsai?

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Written by Matt Nish
Updated over a week ago

What does Bonsai cost freelancers?

What are the prices for a subscription to Bonsai?
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Written by Matt Nish
Updated over a week ago

How can I turn on / off sounds for the Mac OSx time tracker?

Managing my sound preferences for Mac OS
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Written by Déborah Rodrigues
Updated over a week ago

How can I edit a client's info?

Details on how to add, edit, and delete clients from the client list
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Written by Matt Nish
Updated over a week ago

Can I take notes in Bonsai?

Adding private comments on my projects
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Written by Déborah Rodrigues
Updated over a week ago

How can I complete or archive a project?

Archiving projects that have ended
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Written by Déborah Rodrigues
Updated over a week ago

How can I delete a proposal / contract / invoice?

Deleting my project documents permanently
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Written by Déborah Rodrigues
Updated over a week ago

Can I add multiple clients to a project or document?

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Written by Déborah Rodrigues
Updated over a week ago

Can I recover or undelete a deleted proposal / contract / invoice etc?

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Written by Matt Nish
Updated over a week ago

Does Bonsai provide 1099 forms?

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Written by Matt Nish
Updated over a week ago

How can I contact Bonsai?

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Written by Matt Nish
Updated over a week ago

What is Bonsai white labeling?

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Written by Matt Nish
Updated over a week ago

How can I sign my W-9 Form?

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Written by Matt Nish
Updated over a week ago

Where can I find my receipts for my Bonsai subscription?

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Written by Matt Nish
Updated over a week ago

How can I import data into Bonsai?

Importing clients and paid invoices into Bonsai
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Written by Déborah Rodrigues
Updated over a week ago

How can I export or download my invoice, client, or project data?

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Written by Matt Nish
Updated over a week ago

How can I edit my project details like currency, start and end date, etc?

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Written by Matt Nish
Updated over a week ago

Does Bonsai have a mobile app for iOS or Android?

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Written by Matt Nish
Updated over a week ago

How can I create and send a W-9 Form?

Managing your tax forms in Bonsai
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Written by Matt Nish
Updated over a week ago

How can I delete my Bonsai account?

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Written by Matt Nish
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures
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Written by Déborah Rodrigues
Updated over a week ago

How can I turn off notifications and reminders for my project?

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Written by Matt Nish
Updated over a week ago

How can I end or archive a project?

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Written by Matt Nish
Updated over a week ago

How can I turn off automatic invoice reminders?

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Written by Matt Nish
Updated over a week ago

How can I add new vendors?

Managing new vendors within Bonsai
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Written by Déborah Rodrigues
Updated over a week ago

How can I cancel my subscription?

Managing my Bonsai subscription
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Written by Déborah Rodrigues
Updated over a week ago

How does the free trial work?

Making use of your free trial on Bonsai.
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Written by Déborah Rodrigues
Updated over a week ago

What is your refund policy?

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Written by Matt Nish
Updated over a week ago

Which countries and languages does Bonsai support?

Languages, countries, localization, internationalization
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Written by Matt Nish
Updated over a week ago

Do my clients need Bonsai accounts to sign contracts or pay invoices?

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Written by Matt Nish
Updated over a week ago

Does Bonsai offer a referral or affiliate program?

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Written by Matt Nish
Updated over a week ago

What is Bonsai's Secure Messaging?

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Written by Matt Nish
Updated over a week ago