In the event you use Contractor Management in Bonsai, you may run into questions when your contractors invoice you. If a contractor has issued you an invoice and you're unable to successfully access the invoice or pay for the invoice, a couple of things may be happening:
The invoice has not been 'sent' yet
It is possible that the contractor who sent you the link to the invoice has not 'sent' the invoice from their Bonsai account. If this is the case, the contractor will see the following message on their invoice:
To resolve this, we recommend following up with the contractor directly. The contractor will then need to action sending this to you from within their Bonsai account.
No payment methods have been enabled for the invoice (Card payments, ACH, Paypal, etc.)
In the event that the contractor does not have any online payment methods enabled on their account, the following message may appear:
To resolve this, we recommend following up with the contractor directly. Your contractor will need to add an online payment method or provide alternative payment instructions to process the payment externally to the platform.
Note: the contractor is the only point of contact that can action these items.