In a Subscription Invoice series, once a client has approved your invoice and added their payment method details on file, your client's payment method is charged automatically on a billing cycle you set.

In the event that your client's payment method fails in a Subscription Invoice series, there a few things to keep in mind:

First, we immediately send email notifications to both you and your client. This will prompt them to update their payment information and pay the latest invoice, which will then allow Bonsai to continue charging them automatically moving forward.

This can occur for a wide variety of reasons. This can sometimes happen because a client's card is cancelled or a payment is rejected by their Financial Institution. In these cases, the invoice will remain in your account as an "outstanding".

Prompt your client to update their payment method details on the most recent invoice in the subscription series. This will ensure that the subscription invoice series remains intact and continues without interruption.
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Clients can update or cancel their payment method at any time via the latest invoice in the series. They will need to open the most recent invoice either through the Client Portal or via the email notification for that invoice:
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Once they update their payment information, the subscription invoice series will continue as normal.