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Adding custom/offline payment instructions to invoices
Adding custom/offline payment instructions to invoices

How to add offline and other payment options in your invoices.

Updated over a week ago

In some cases, you may want to add "other" payment instructions to your invoices to allow clients to pay offline from the Bonsai platform. Some popular use cases for this field are:

  • Wire transfer instructions

  • Mailed check instructions

  • Links/instructions for non-Bonsai payment platforms

Please keep in mind: since these payments would not be made through Bonsai's integrated payments processing, we cannot automatically track when a payment is complete.

As a result, you will need to mark your invoice as paid manually yourself when you receive payment to keep your accounting accurate in Bonsai.

Adding custom/offline payment instructions to invoices

To enable custom/offline payment instructions:

1. Navigate to Invoices > select 'Settings'.

2. Here you can select the checkbox "Show 'other' payment method option":

3. Once you've enabled this, you can enter the payment instructions you would like to make available on your invoices:

4. Select 'Save Changes'.

Once you've saved your invoice settings, it will be visible alongside any online payment options you have enabled on your invoice:

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