Invoicing & Payments

Discover the ins and outs of invoicing and payments.

Matt Nish avatar Déborah Rodrigues avatar Alex avatar
40 articles in this collection
Written by Matt Nish, Déborah Rodrigues, and Alex

How Can I Manually Create An Invoice?

Manually Create An Invoice
Alex avatar
Written by Alex
Updated over a week ago

How Can I Mark My Invoice As Paid?

Manually Mark Invoice Paid
Alex avatar
Written by Alex
Updated over a week ago

How Can I Download A PDF Version Of My Invoice?

Download PDF Invoice
Alex avatar
Written by Alex
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
Alex avatar
Written by Alex
Updated over a week ago

How Can I Create An Invoice?

Steps To Be Taken In Order To Create An Invoice
Alex avatar
Written by Alex
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 Auto-Payment invoice
Alex avatar
Written by Alex
Updated over a week ago

How can I edit my invoice number?

Change/Update Invoice Number
Alex avatar
Written by Alex
Updated over a week ago

How does Bonsai keeps my bank information safe?

Learn why your bank information is safe with Bonsai.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change a paid invoice to unpaid?

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

Why is my PayPal invoice still "pending"?

Does your payment seem to be stuck in "pending" status?
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I turn tracked time into an invoice?

Discover how you can turn tracked time into an invoice.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

​How can I define who's paying the transaction fee?

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

How does it work when clients pay transaction fees?

Understanding how Stripe processing fees are billed to clients.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Why is my PayPal payment stuck as "Pending"?

What does the "Pending" status mean?
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

When are the automated reminders for payment sent?

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

What payment methods does Bonsai support?

Getting paid with Stripe, PayPal and Coinbase
Déborah Rodrigues avatar
Written by Déborah Rodrigues
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.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I download my invoices as a PDF?

Downloading PDFs of my invoices.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I turn off automatic invoice reminders?

Managing invoice reminders to clients.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I send my invoices as a URL?

Sending invoices outside of Bonsai.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Do you support partial payments on invoices?

Why can't I split up payments on a single invoice?
Déborah Rodrigues avatar
Written by Déborah Rodrigues
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.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
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.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
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.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

What does it cost to get paid via Bonsai?

Explore the costs of getting paid through Bonsai.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I turn off a recurring invoice?

Guide to turning off a recurring invoice withing Bonsai.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Once an invoice is paid or marked as paid, can I mark it as un-paid?

Discover if you can mark an invoice as un-paid after it was successfully paid or marked as paid.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Is it possible to send printed versions of my invoices?

Does Bonsai offer the option of sending printed invoices?
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I set or change my payment methods?

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

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

Outstanding, Overdue, Pending, and Paid categories for payments explained.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Can I use Payments without Stripe/Paypal/Bitcoin?

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

What is a 'Recurring Auto-Payment' invoice?

How recurring auto payment invoices work, and to save clients' payment info is saved and debited them automatically.
Matt Nish avatar
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.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I refund a payment?

See exact steps you can follow to refund a payment.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How does auto-sending work?

Explore how auto-sending can be used in Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How do recurring invoices work?

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

How secure are Payments?

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