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:
Click your Profile Icon in the bottom left-hand corner.
Tip: Setting defaults ensures that new invoices automatically include your preferred settings without manual entry each time.
Update default Invoice information
On the Defaults → Invoices page, you can set the following:
Default Late Fee (%)
Add a percentage to apply as a default late fee.
Late fees are applied the day after the invoice due date and recur monthly until paid.
Default Tax Rates (%)
Set your default tax percentage for new invoices.
Taxes are calculated on the invoice subtotal minus any discounts.
Days Until Due
Set the number of days after the invoice issue date before it becomes overdue.
Bonsai’s default is 1 month.
VAT / Tax ID Number
Enter your VAT or Tax ID Number to appear on all new invoices automatically.
Default Note
Include a customizable client note, such as a thank-you message or payment instructions.
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.