To streamline your workflow across invoices, you may be interesting in setting up some default values. Rest assured, this is an easy process and can be accomplished in a few steps!
To add/update default information on your invoices:
Navigate to Financial Management > Invoices > Default Values.
Here you can update the following information to be set as the default across your invoices:
Processing Fees - here you can determine if you or your client will pay the payment processing fees on paid invoices. If you'd like the client to pay the payment processing fees, select the checkbox below:
Default Late Fee (%) - here you can add your default late fee across invoices. Please note: late fees are added to the invoice total the day after a due date has passed, then every month thereafter.
Default Tax Rate (%) - please note: additional taxes are calculated based on the invoice subtotal minus any applied discounts.
Days Until Due - This will represent the default days after the invoice issued date before it is overdue. Bonsai's default setting is 1 month.
VAT/Tax ID Number - If you require a VAT/Tax ID Number, you can set your default value for new invoices.
Default Note - here you can include a customizable note for your client. This can include a thank you message or any other relevant details regarding your invoicing process.
Once you have completed this process, select 'Save Changes':
Please note: once you have applied these default values, they will only apply to invoices created moving forward.