Sending Contracts as a client and setting your contractors up to Invoice you through Bonsai as a client is easy with Subcontracting mode!

Note: Subcontracting mode is currently available exclusively on our Workflow Plus plan! Your purchase of this plan will let your contractors use contracts and send you invoices without needing a subscription to Bonsai themselves. You can check which plan you're currently on, and upgrade if needed from your Subscriptions Page!

To send a contract as a client in Bonsai, simply:

  • Click on your profile image in the top left of Bonsai, and click on the switch that says "Subcontracting mode!"

  • Choose the "Contracts" tab on the left-hand side of your dashboard!

  • Click "New Contract" and either choose from one of our many pre-made templates or choose the "custom" template to paste in your own!

  • Fill out the contract wizard if prompted, and look over your contract!

  • Click the "sign" button in the top right of the page and then add your signature as prompted!

  • Finally, click the "send" button to request a signature from your freelancer/contractor for your new contract!

To let your contractors send you invoices through Bonsai, simply:

  • Click on your profile image in the top left of Bonsai, and click on the switch that says "Subcontracting mode!"

  • Choose the "Projects" tab on the left-hand side of the page!

  • Create a new project with your contractor if you don't have one already.

  • Now, when your contractor logs in to Bonsai with the same email you invited them with, they will be able to click on that project you've invited them to!

  • Your contractor can now create an invoice from that project page by clicking "new invoice" or the "+" button, and then send it to you for payment!

Note: In these cases, your contractor will not be able to create an invoice from their "invoices" tab without an active subscription, they must create it from the project page itself!

Teach your contractors how to use Bonsai!

If you would like, you can share this Loom video below with your Subcontractors. This video will walk them through the steps of setting up integrated payments in Bonsai and invoicing you without needing a membership (your Workflow Plus membership covers their use of Bonsai) as well as working with tasks, time-tracking, and billing their tracked time.

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