There are two types of payment methods in Bonsai. Integrated Payments and Other/Custom!

Integrated Payments πŸ’Έ

Integrated Payments are the easiest and most convenient way to get paid in Bonsai. For example, if you want to get a "pay by credit card" field or a PayPal checkout link directly embedded in your invoice, this is the way! Integrated payments will let your clients pay you with a few clicks within the invoice you send them.

πŸ‘‰ Note: For the different integrated payment options available to you depending on your region, and the fees involved, check out this article here.

To set or change the ways your invoices can be paid, start by going to the 'Payments' section in Settings:

From there, you can connect to your Bonsai account with the payment processors we support, depending on your region: Bonsai Payments, Stripe and Paypal.

Clicking 'Edit Defaults' in the top right sets which payment methods are enabled by default in new invoices. Credit/Debit and ACH Bank Transfers are available directly in your invoice if you have connected either Bonsai Payments or Stripe!

To set or edit payment methods on a specific invoice, go to that invoice in draft or edit mode and click the link under the PAYMENT section at the bottom of the invoice:

You'll then be prompted with a pop-up where you can choose to add different payment options to this specific invoice. You'll also be able to set this as the new Default across all of your invoices going forward!Β 

Other/Custom Payments! πŸ’°

Other/Custom payments let you communicate unique payment instructions or information to your clients. This is a great option if you want to share Wire Transfer information with your client so they could pay you from their bank, mailed check instructions, or anything else you'd like! Since these payments would not be made through Bonsai's integrated payments processing, we cannot track them for you, but you can mark your invoice as paid manually yourself when you receive payment.

To enable Other/Custom payment, visit your Invoice Settings Page!

Make sure to check "Show "other" payment method option" first. Then, you can type in a title such as "Wire Transfer" or "Mailed Check" along with instructions for your client to pay you below!

Did this answer your question?