Enabling Auto-Send

Auto-sending can be used with one-time or recurring invoices.

To enable this on any invoice, simply click the "Auto-Send" button on the top of the invoice. Since Bonsai will send your invoice on the issued date, your invoice issued date must be in the future in order to enable this feature.

Once it is enabled, you can click the banner above the invoice to view more details.

This modal will tell you the date it will be sent as well as a link to disable the auto-sending if needed.


The day before an invoice is scheduled to be sent, Bonsai will send you an email reminder. This will simply let you know that the invoice will be sent the following day and to make any last changes if needed.

You can view and edit the invoice, or do nothing and it will continue to send automatically (unless cancelled).

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