Invoices
Learn how to create professional looking invoices and start getting paid faster.
30 articles
- How to create an invoiceLearn how to quickly create, customize, and send invoices using Bonsai.
- How to edit your invoice numberLearn how to update your invoice numbers quickly and correctly.
- How to add expenses to an invoiceLearn how to include billable expenses on your invoices efficiently.
- Rounding time tracking entries on invoicesLearn how to round your tracked hours when generating invoices to make timesheets cleaner for clients.
- How to manually mark invoices as paidRecording payments that were made using an external payment method
- Adding custom/offline payment instructions to invoicesHow to add offline and other payment options in your invoices.
- How to add your VAT or tax ID to invoicesLearn more about adding your VAT or tax ID to invoices.
- Locking attachments until an invoice is paidPrevent the downloading of digital files until you are paid in full.
- Updating the currency of your invoicesExplore how to update the currency that's offered on your invoices.
- How to confirm that your client received the email notification for your invoiceTaking a look at how to view the receipt for your client being sent an invoice.
- Attach invoice PDFs to emailsEnable PDF attachments in invoice settings
- Sending invoices via URLSending invoices outside of Bonsai.
- How to bundle multiple invoices into a single payment requestExplore our bundled invoices feature.
- Adding multiple projects to the same invoiceLearn about requesting payment for multiple projects on the same invoice.
- Downloading invoices as a PDFDownloading PDFs of my invoices.
- How to change an invoice 'marked as paid' to 'unpaid'How to revert your invoice that has been marked as paid.
- How to add multiple recipients on your invoiceLearn how to send invoices to multiple client contacts.
- How to receive tips on invoice payments in BonsaiLearn how your clients can show their appreciation with our Tipping feature!
- Payment page layouts on client invoicesUnderstanding the payment page layouts options for client invoices
- How to add or update default information on invoices (late fees, tax rate, etc.)Learn how to set default values for late fees, tax rates, due dates, and other invoice settings to streamline your invoicing workflow.
- How to schedule an invoice to auto-sendExplore how to schedule invoices to auto-send in your Bonsai account.
- Understanding the difference between Subscription and Recurring InvoicesDiscover how invoice automation and recurring payments work in Bonsai.
- How to stop a recurring invoice seriesYour guide to stopping a recurring invoice series within your Bonsai account.
- What to do when a client's payment method fails in a subscription invoice seriesTaking a closer look at payment method failure for subscription invoice series.
- Automated reminders for invoicesFind out when Bonsai sends automated reminders to clients for outstanding invoices.
- Refunding invoice payments to clientsGuidelines for issuing refunds according to payment method.
- Assessing refund eligibility for client invoice paymentsAn overview of guidelines and limitations when refunding invoice payments
- How refunds work with Bonsai PaymentsDiscover how much your client will be refunded based on who paid for processing fees
- Understanding chargebacks and how to respondExplanation of credit card disputes, how to respond to them, and how Bonsai helps merchants.