Want to learn more about Bonsai? Join one of our 15-minute live webinars for a guided walkthrough of key features and workflows. Register here
Overview of Payment Statuses
In your Bonsai dashboard,, the Profit & Loss chart displays your income based on payment status within a selected time range. Each invoice is categorized into one of the following statuses:
Outstanding
Overdue
Pending
Paid
Other Income
Understanding these categories helps you track cash flow, follow up with clients, and manage your finances effectively.
Outstanding Payments (Not Yet Due)
Outstanding payments are invoices that have been sent to a client but have not yet been paid and are still within the due date.
Key Characteristics:
Invoice has been delivered to the client
Payment has not been received
Due date has not passed
No immediate action is required, but you may choose to send reminders as the due date approaches.
Overdue Payments (Past Due Date)
Overdue payments are invoices that have been sent but remain unpaid after the due date has passed.
Key Characteristics:
Invoice is unpaid
Due date has passed
Requires follow-up
What to do:
Send a payment reminder to the client
Consider applying late fees (if enabled in your settings)
Review client communication history
Pending Payments (Processing)
Pending payments are invoices that have been paid by the client, but the funds are still processing and have not yet reached your account.
Key Characteristics:
Payment has been initiated
Funds are not yet deposited
Common with ACH bank transfers
Timing:
ACH payments typically take 7–10 business days to process
How to identify:
Marked as “Pending” in your invoice list
Often indicated with a visual marker (e.g., blue dot)
No action is needed, funds will be deposited automatically once processing is complete. To learn more about our payout schedules, visit our help article here.
Paid Payments (Completed)
:
Paid payments are invoices where the funds have been successfully received and deposited into your account.
Key Characteristics:
Payment completed
Funds available
Reflected in your final income totals
No action required. These payments are fully settled.
Other Income (Manually Added)
Other Income includes earnings that were not processed through Bonsai Payments and were manually added for tracking purposes.
How to access: Select the Income page
How Payment Status Affects Your Profit & Loss Chart
Each payment status contributes differently to your financial overview:
Outstanding & Overdue → Expected income (not yet received)
Pending → Incoming income (in transit)
Paid → Confirmed income
Other Income → Additional tracked revenue