Bundled Invoices allow you to send multiple existing invoices to a client as a single payment request. Instead of paying each invoice individually, your client receives one bundled invoice and can pay the total amount due in a single transaction.
Bundled Invoices are different from Multi-Project Invoices:
Multi-Project Invoices - Combine billable work from multiple projects into a single invoice
Bundled Invoices - Combine multiple existing invoices into a single payment request
How to create a bundled invoice
Step 1:
Navigate to Invoices from the left-hand navigation menu.
Click Create Invoice.
Under Invoice Type, select Bundled Invoice.
Select the company
Select the contact
Click Continue.\
Step 2: Select invoices to include
Bonsai will display a list of eligible invoices for the selected client.
You can bundle invoices that are:
Draft
Sent
Outstanding
Overdue
You cannot bundle:
Subscription invoices
Paid invoices
Invoices that fail validation requirements
Select the invoices you want to include and click Continue.
Note: When selecting invoices for bundling, warning messages may appear. These warnings indicate that certain invoices cannot be added to the bundle until the issues are resolved.
Some of the reasons for these warnings include:
The invoice total is less than $1
The invoice has no line items
The currency on an invoice doesn't match the currency of the first selected invoice in the bundle. This means invoices with different currencies cannot be bundled together.
Review the bundled Invoice
After selecting your invoices:
Review the invoice bundle preview.
Confirm the invoices included in the bundle.
Verify totals and client information.
Click Send Invoice Bundle when ready.
Once your selections have been confirmed, the invoice preview page will display. When the bundle is ready to be sent, click on 'Send Invoice Bundle'.
How to send a bundled invoice
Once the bundled invoice has been reviewed, you can send it to your client.
Send by Email
Click Send Invoice Bundle.
Select one or more existing client contacts.
Send the bundled invoice.
Important:
You cannot manually enter additional email recipients when sending a bundled invoice.
Only existing client contacts can be selected.
Send by shareable URL
You can also choose Send via URL and share the invoice link directly with your client.
How clients pay a bundled invoice
When a client receives a bundled invoice:
They see all invoices included in the bundle.
They receive a single payment request.
They must pay the entire bundled amount.
Partial payments
Partial payments are not available for bundled invoices. Clients can only pay the full bundled balance.
How to view bundled invoices
After a bundle is created:
A bundle icon appears beside included invoices.
Bundle details can be accessed from the invoice action menu.
Individual invoices remain accessible within the bundle.
FAQs
Can I manually mark a bundled invoice as paid?
Yes! Individual invoices within the bundle can be manually marked as paid. You can record:
Full payments
Partial payments
This applies to the individual invoice records, not the bundled payment request itself. To learn more about how to do this, follow the steps in our resource on How to manually mark invoices as paid.Can clients make partial payments on a bundled invoice?
No. Bundled invoices require payment of the full bundle amount.
Partial payments are not supported for bundled invoice payments.
Can I bundle invoices with different currencies?
No. All invoices within a bundle must use the same currency. If you update the currency of an invoice within a bundle, Bonsai synchronizes the currency across all invoices in that bundle.
How can I refund a bundled invoice payment?
Refunds must be processed on the individual invoices. There is currently no option to refund an entire bundle in a single action.
Do bundled invoices send automatic payment reminders?
No. Automatic reminders are not currently supported for bundled invoices. Reminders must be sent manually. To remind a client:
Open the bundled invoice.
Click Send Reminder.
Will I receive notifications when a client views a bundled invoice?
Not currently. Bonsai does not currently provide:
Bundled invoice view notifications
Bundled invoice email activity logs
You may still receive notifications when clients view individual invoices contained within the bundle.
What happens if I bundle an overdue invoice?
If an overdue invoice is included in a bundle and the client pays the bundled invoice:
The bundled invoice is marked as paid.
The individual overdue invoice is also marked as paid automatically.
No additional action is required.
Troubleshooting bundled invoices
An invoice does not appear in the bundle list
Verify that:
The invoice belongs to the selected client.
The invoice is not already paid.
The invoice is not a subscription invoice.
The invoice total is at least $1.
The invoice contains line items.
The invoice currency matches other invoices in the bundle.
I cannot add an invoice to the bundle
Check for validation warnings. Most commonly this occurs because:
The invoice has no line items.
The invoice total is below $1.
The invoice uses a different currency.
My client wants to pay only one invoice in the bundle
This is not supported. Clients must pay the full bundled amount.
If separate payments are required, send the invoices individually instead of creating a bundle.
For additional support with bundled invoices, get in touch with Bonsai's Support team at support@hellobonsai.com.