Simplify your invoicing with Bonsai by sending one invoice with time tracked from multiple projects.
We offer two features to accomplish this, including:
Multi-Project Invoices - Adding multiple projects to a single invoice
Bundled Invoices - Sending multiple invoices to be paid together
Bundled invoices
To get started with creating a bundled invoice, head over to your Invoices page selecting Financial Management > Invoices within your navigation bar.
Under the 'Invoice Type' field, use the dropdown menu to choose the bundled invoice option. Select your client and hit the continue button to move forward.
The next screen will display a list of unbilled invoices. These individual invoices can be in either drafted or outstanding (sent) state. Subscription Invoices won't appear here in this list. Use the checkboxes to choose which invoices should be included in the bundle.
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.
Click on the 'Continue' button to review the invoice bundle before sending it to your client.
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'.
Sending the invoice bundle is similar to sending a single invoice. You'd need to select the email address or addresses of the client contacts. Adding additional recipients manually is not an option at this time.
We offer two methods of sending your invoice bundle to a client. Either send the invoice bundle via email by selecting 'Send Invoice Bundle', or Send via URL.
On the list of invoices, a new icon will be added to indicate that the invoice is included in a bundle. The bundle detail can be accessed through the dropdown menu on the Invoice item.
Frequently asked questions
Can I manually mark a bundled invoice as paid?
Individual invoices within the bundle can be marked as paid manually, including the options for full and partial payments. To learn more about how to do this, follow the steps in our resource on How to manually mark invoices as paid.
Are partial payments available on bundled invoices?
Clients can only pay the full amount of the bundle. There are no partial payments for the bundle available.
Can I bundle invoices of different currencies?
You can't mix currencies on the same bundle. If you decide to update the currency on an invoice, we will sync the currency with all of the Invoices on the same bundle.
What happens to the 'Client pays transaction fee' setting I have on my invoice setting page when my client pays the bundled invoice?
We'll also synchronize the "Client pays transaction fee" setting and the payment methods for all of the invoices on a bundle. To keep things simple, all invoices in the bundle must have the same settings. We will use the settings from the first invoice as a reference.
How can I refund a bundled invoice payment?
The refunds must be processed individually on each of the invoices.
Does the bundled invoice follow the same auto-reminders schedule as regular invoices?
We've not yet implemented the auto-reminders on the bundled invoices. You need to use the 'send reminder' button on the sent bundled invoice to remind your clients manually.
When my client views the bundled invoice, I don’t seem to get any notification about it unless the client views each of the individual invoices in the bundle. Why?
We haven't yet implemented the client view notifications for the bundled invoices and the client email log is also not available.
If I include an overdue invoice that has already been sent to my client in a new bundled invoice, will the status of the previously sent invoice automatically change from overdue to paid when my client pays the bundled invoice?
Yes, the status will update to paid once the client pays the bundled invoice.
For additional support with bundled invoices, get in touch with Bonsai's Support team at support@hellobonsai.com.