When to Mark an Invoice as Paid
Use this process if a payment was completed using an external method, such as:
Bank transfer
Cash
Check
Other non-Bonsai payment methods
⚠️ Note: This ensures your invoice status and income records are accurate even if the payment occurred outside the platform.
Marking an invoice as paid
Open the invoice you want to mark as paid.
Click (...) → Receive Payment.
A screen will appear prompting you to input payment details.
Input Payment Details
Payment Options
Mark as fully paid: Invoice is marked complete; no client reminders will be sent.
Record a partial payment: Invoice remains outstanding for the remaining amount; reminders continue if enabled.
Payment Method
Specify the method used for payment (e.g., bank transfer, cash, check).
Payment Amount
Defaults to the full invoice amount.
For partial payments, enter the appropriate amount.
Date Paid
Select the date the payment was made using the calendar tool.
Notify Client
Choose whether to send an email notification confirming payment.
Optional Message
If notifying the client, add a custom message to accompany the email.
Identifying a paid invoice
Once saved, payment history will update on the invoice.
Indicators for fully paid invoices:
Green Paid stamp on the invoice.
Invoice status marked Paid on your dashboard with a green indicator.
Recorded payments are automatically included on the Income page.
Please note that your recorded payment will automatically be included as an income entry on your Income page.
If you have any questions about marking your invoice as paid, get in touch with Bonsai's Support team at support@hellobonsai.com.