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 your profile icon in the bottom left-hand corner > select Settings > select Defaults > select Invoices.
Next, you can update the following information to be set as the default across your invoices:
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 Rates (%) - 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.