Finance
Find all resources to track and manage finances accurately
59 articles
Invoices
Learn how to create professional looking invoices and start getting paid faster.
- Understanding online payment methods and fees at BonsaiAn overview of the processing fees when getting an invoice paid using Bonsai Payments, Stripe, or Paypal.
- The integrated payment methods supported by BonsaiLearn how to get paid online using Bonsai Payments, Stripe Payments, and PayPal Payments.
- How to save a client card on file and use it to pay invoicesLearn more about how Bonsai supports secure, authorized card payments directly from invoices.
- How to change your payout destination with Bonsai PaymentsUpdate your payout destination easily with Bonsai Payments.
- When will I receive my payments?Wondering when you'll receive your money after a payment with Bonsai Payments? Here's what you need to know.
- What's the payout time for ACH Bank Transfers and what are the fees involved?If your client paid you using an ACH bank transfer, this guide explains how long it takes to receive your money and what fees apply.
- Foreign exchange (FX) fees and how they are calculatedLearn when the Foreign Exchange (FX) fee will be applied on your invoices.
- How Instant Payouts workInstant Payouts let you receive your money within minutes after a client pays you through Bonsai Payments.
- Understanding payment categories: outstanding, overdue, pending and paidLearn what each payment status means in your Bonsai account and how to interpret your Profit & Loss chart.
- Reasons why your Bonsai Payments balance hasn’t been paid outLearn about why a Bonsai Payments balance hasn't been paid out successfully
- How to receive ACH Bank Transfers through BonsaiLearn how ACH bank transfers work, how to enable them, and what to expect when receiving payments from clients.
- Unable to complete verification or add a payout account with Bonsai PaymentsLearn why you might encounter errors when verifying your Bonsai Payments account and how to resolve them.
- Problems connecting your Stripe Account to BonsaiFind out why you are receiving a "we could not connect your Stripe account: your region is not currently supported by Stripe" error.
- What do the Bonsai Payments amounts correspond to?Find out what "Upcoming Payouts", "Estimated By", and "In Transit To Bank" sections mean
- Understanding why your PayPal payment is showing as 'pending' in BonsaiLearn about why your PayPal payment is pending and strategies to avoid delays.
- How to connect Stripe Payments in BonsaiLearn how to connect your Stripe account
Expenses
Track your expenses and keep your books in order.
- How to bulk edit your expensesLearn how to edit or delete multiple expenses at once, and how to manage expense categories efficiently.
- How to connect a payment method to import expensesStep-by-step guide to linking your bank account or credit card to automatically import expenses in Bonsai.
- How to add expense categoriesLearn how to create, edit, and manage expense categories for accurate expense tracking and reporting.
- The timeline for importing new expensesLearn how long it takes for imported expenses to appear from your connected accounts and how to manually sync them.
- Discover how many months of expenses can be importedLearn more about the available time periods when importing transactions from a linked credit card or bank account.
- Understanding expense amounts: After-Tax, Pre-Tax, and Sales Price
- Issues connecting your bank account to sync expensesCommon reasons for connectivity issues and difficulty locating your bank account for expense tracking.
- Why your connected account for expenses may disconnectTaking a look at why your account may disconnect when importing expenses.
Suppliers
Manage your external partners
Purchase Orders
Track and manage supplier costs
Rate Cards
Streamline your project billing with preset hourly rate cards.
KYC & Verification
Learn more about ID verification on Bonsai.