Bonsai

Customize your individual invoice, proposal, and contract emails.

How to edit the default messages that are sent with your documents

Explore how to schedule invoices to auto-send in your Bonsai account.

How to schedule an invoice to auto-send

Discover how invoice automation and recurring payments work in Bonsai.

The difference between "subscription" and "recurring" invoices

Your guide to stopping a recurring invoice series within your Bonsai account.

How to stop a recurring invoice series

Taking a closer look at payment method failure for subscription invoice series.

What to do when a client's payment method fails in a subscription invoice series

Here's why the links to your proposals, contracts or invoices expire and what to do when they do.

Document link expiry

Invoice Automation

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