Invoicing & Getting Paid

Learn how to create professional looking invoices and start getting paid faster!

58 articles in this collection
Written by Matt Nish, Andrew Lewis, and Amanda Moore

What payment methods does Bonsai support, and what are the fees involved?

The cost of processing fees when getting an invoice paid using Bonsai Payments, Stripe, or Paypal.

Written by Andrew Lewis
Updated over a week ago

Can I edit the subject or format the text when I send my Invoices or Proposals via emails?

Customize your invoice and proposal emails

Written by Amanda Moore
Updated over a week ago

Can I add or CC multiple recipients on my invoice?

Learn how to send invoices to multiple client contacts

Written by Amanda Moore
Updated over a week ago

Can I invoice my client for multiple projects at once (Bundled Invoice)?

Learn more about our Bundled Invoices feature

Written by Amanda Moore
Updated over a week ago

Can I change the status of partially paid invoices as paid?

Learn how to mark your invoice as fully paid when there are partial payments done by your clients

Written by Amanda Moore
Updated over a week ago

How To Create, Edit & Send Invoices

How Can I Manually Create An Invoice?

Manually Create An Invoice

Written by Andrew Lewis
Updated over a week ago

How can I give my client a discount?

Giving my client a discount

Written by Andrew Lewis
Updated over a week ago

How Can I Remove The Late Fee Entirely From My Invoices?

No Late Fee

Written by Andrew Lewis
Updated over a week ago

How can I change a paid invoice to unpaid?

Need to revert your invoice marked as paid?

Written by Matt Nish
Updated over a week ago

How can I invoice the time I've tracked?

Billing your hours on projects to clients

Written by Matt Nish
Updated over a week ago

How can I add expenses to an invoice?

Learn how expenses can be added to your invoice.

Written by Matt Nish
Updated over a week ago

How can I edit my invoice number?

Change/Update Invoice Number

Written by Andrew Lewis
Updated over a week ago

How can I send my invoices as a URL?

Sending invoices outside of Bonsai.

Written by Andrew Lewis
Updated over a week ago

How can I download my invoices as a PDF?

Downloading PDFs of my invoices.

Written by Andrew Lewis
Updated over a week ago

Is it possible to send printed versions of my invoices?

Does Bonsai offer the option of sending printed invoices?

Written by Andrew Lewis
Updated over a week ago

How can I mark my invoice as paid?

Manually marking invoices as paid

Written by Andrew Lewis
Updated over a week ago

How can I define who pays the transaction fee for online payments?

Steps you can take to define who is paying for the transaction fee.

Written by Andrew Lewis
Updated over a week ago

How can I mark an invoice as paid?

See how you can manually mark an invoice as paid.

Written by Matt Nish
Updated over a week ago

How Can I Download A PDF Version Of My Invoice?

Download PDF Invoice

Written by Andrew Lewis
Updated over a week ago

Getting Paid

Why isn't my Bonsai Payments balance paying out?

Learn some of the common reasons why your balance in Bonsai Payments isn't scheduled as a payout yet!

Written by Andrew Lewis
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures

Written by Andrew Lewis
Updated over a week ago

How Do Instant Payouts Work?

Get to know Bonsai's new Instant Payouts feature!

Written by Matt Nish
Updated over a week ago

How secure are Payments?

Discover why payments are secure with Bonsai.

Written by Matt Nish
Updated over a week ago

Do you support partial payments on invoices?

Why can't I split up payments on a single invoice?

Written by Andrew Lewis
Updated over a week ago

How to receive ACH Payments through Bonsai

We've made getting paid via ACH even easier!

Written by Andrew Lewis
Updated over a week ago

Understanding Payout Schedules in Bonsai Payments

How to know when you'll receive your money after a payment with Bonsai Payments.

Written by Andrew Lewis
Updated over a week ago

What do the Outstanding, Overdue, Pending, and Paid categories mean for payments in Bonsai?

Categories explained: Outstanding Payments, Overdue Payments, Pending Payments, Paid Payments in your Bonsai Account

Written by Matt Nish
Updated over a week ago

What integrated payment methods does Bonsai support?

Getting paid with Bonsai Payments, Stripe and PayPal

Written by Andrew Lewis
Updated over a week ago

Why Is My PayPal Payment "Pending" In Bonsai?

PayPal pending payment: Reasons and 4 ways to avoid it with Bonsai.

Written by Matt Nish
Updated over a week ago

How can I add Integrated payment methods, like pay by credit card, or "other" payment methods to my invoices?

Step by step guide to changing default payment methods and payment options in your invoices!

Written by Andrew Lewis
Updated over a week ago

How can I verify my bank account with microdeposits?

Discover how microdeposits can be used to verify a bank account.

Written by Andrew Lewis
Updated over a week ago

Can I use my client's payment method to pay myself on their behalf if they gave me permission to do so?

Paying yourself and using your client's payment method

Written by Andrew Lewis
Updated over a week ago

How long does it take for me to get paid once my client pays my invoice?

Determine how quickly the funds will arrive in your account after getting paid.

Written by Andrew Lewis
Updated over a week ago

Why is my card / payment method being declined?

Figure out why your card or payment method is declined.

Written by Matt Nish
Updated over a week ago

Refunds & Disputes

Why can't I refund my client on my invoice?

Why am I not allowed to refund my client after 45 days?

Written by Andrew Lewis
Updated over a week ago

How to refund a payment?

The Dos and Don'ts of issuing a refund in Bonsai.

Written by Andrew Lewis
Updated over a week ago

How can I refund a payment?

Follow these steps to refund a payment via Stripe or Bonsai Payments

Written by Matt Nish
Updated over a week ago

Invoice Automation

What happens if my client's payment method fails in a recurring auto-payment invoice?

Payment method failure for "Recurring Payment" invoices

Written by Andrew Lewis
Updated over a week ago

How can I turn off a recurring invoice?

Guide to turning off a recurring invoice withing Bonsai.

Written by Andrew Lewis
Updated over a week ago

What is Auto Invoicing or "Subscription Invoices?"

Discover how invoice automation and recurring payments work in Bonsai.

Written by Matt Nish
Updated over a week ago

How does auto-sending work?

Explore how to schedule invoices on Bonsai with "Auto Send".

Written by Matt Nish
Updated over a week ago

Invoice & Payment Settings

What is the difference between the simplified and side-by-side invoice layouts?

Understanding the different client layouts for invoice payments

Written by Matt Nish
Updated over a week ago

Why Can’t I Connect My Stripe Account in Bonsai?

Find out why you are receiving a "we could not connect your Stripe account: your region is not currently supported by Stripe" error

Written by Andrew Lewis
Updated over a week ago

How can I change my payout bank account or card on Bonsai Payments?

Bank or card account for payouts in Bonsai Payments

Written by Matt Nish
Updated over a week ago

How can I add my VAT / tax ID to invoices?

Step by step guide for adding VAT / tax ID to your invoices.

Written by Matt Nish
Updated over a week ago

How to receive tips on Invoice Payments in Bonsai

Let your clients show their appreciation with our Tipping feature!

Written by Matt Nish
Updated over a week ago

How Can I Add My VAT/Tax ID Number To All My Invoices?

Default VAT TAX ID All Invoices

Written by Andrew Lewis
Updated over a week ago

How Do I Automatically Add My VAT/tax ID To All Of My Invoices?

Automatically Add VAT/tax ID To Invoices

Written by Andrew Lewis
Updated over a week ago

How can I turn off automatic invoice reminders?

Managing invoice reminders to clients.

Written by Andrew Lewis
Updated over a week ago

How can I charge a flat fee on my Invoices?

Hide the 'unit' field in Bonsai if you're charging a flat fee instead of hourly!

Written by Andrew Lewis
Updated over a week ago

When are the automated reminders for payment sent?

When do the invoice auto-reminders go out?

Written by Matt Nish
Updated over a week ago

How Can I Add/Update Default Information (Transaction Fees, Due Date, Late Fee, etc.) On My Invoices?

Default Information Transaction Fees Due Date Late Fee Note Invoice

Written by Andrew Lewis
Updated over a week ago

How can I know if my client received the email notification for my invoice?

Receipt for my client being sent email notification for my invoice.

Written by Andrew Lewis
Updated over a week ago

How can I update the currency on my invoices?

Explore all the steps of updating the currency on your invoices.

Written by Andrew Lewis
Updated over a week ago

How Can I Set The Default Number Of Days My Invoices Will Become Due After They Are Issued?

Invoice Due Date Default

Written by Andrew Lewis
Updated over a week ago

How can I set the amount of time my client has to pay me?

Setting the number of days in which your invoice will become due after it is issued

Written by Andrew Lewis
Updated over a week ago

How can I move an invoice from one project to another?

Moving invoices between projects

Written by Andrew Lewis
Updated over a week ago

How can I make my work not fully available to my client before I receive payment but allow them to see a preview?

Prevent downloading of work product until you are paid in full

Written by Andrew Lewis
Updated over a week ago

Invoicing & Getting Paid

What payment methods does Bonsai support, and what are the fees involved?

Can I edit the subject or format the text when I send my Invoices or Proposals via emails?

Can I add or CC multiple recipients on my invoice?

Can I invoice my client for multiple projects at once (Bundled Invoice)?

Can I change the status of partially paid invoices as paid?

How Can I Manually Create An Invoice?

How can I give my client a discount?

How Can I Remove The Late Fee Entirely From My Invoices?

How can I change a paid invoice to unpaid?

How can I invoice the time I've tracked?

How can I add expenses to an invoice?

How can I edit my invoice number?

How can I send my invoices as a URL?

How can I download my invoices as a PDF?

Is it possible to send printed versions of my invoices?

How can I mark my invoice as paid?

​How can I define who pays the transaction fee for online payments?

How can I mark an invoice as paid?

How Can I Download A PDF Version Of My Invoice?

Why isn't my Bonsai Payments balance paying out?

Why is my card / payment method being declined?

How Do Instant Payouts Work?

How secure are Payments?

Do you support partial payments on invoices?

How to receive ACH Payments through Bonsai

Understanding Payout Schedules in Bonsai Payments

What do the Outstanding, Overdue, Pending, and Paid categories mean for payments in Bonsai?

What integrated payment methods does Bonsai support?

Why Is My PayPal Payment "Pending" In Bonsai?

How can I add Integrated payment methods, like pay by credit card, or "other" payment methods to my invoices?

How can I verify my bank account with microdeposits?

Can I use my client's payment method to pay myself on their behalf if they gave me permission to do so?

How long does it take for me to get paid once my client pays my invoice?

Why is my card / payment method being declined?

Why can't I refund my client on my invoice?

How to refund a payment?

How can I refund a payment?

What happens if my client's payment method fails in a recurring auto-payment invoice?

How can I turn off a recurring invoice?

What is Auto Invoicing or "Subscription Invoices?"

How does auto-sending work?

What is the difference between the simplified and side-by-side invoice layouts?

Why Can’t I Connect My Stripe Account in Bonsai?

How can I change my payout bank account or card on Bonsai Payments?

How can I add my VAT / tax ID to invoices?

How to receive tips on Invoice Payments in Bonsai

How Can I Add My VAT/Tax ID Number To All My Invoices?

How Do I Automatically Add My VAT/tax ID To All Of My Invoices?

How can I turn off automatic invoice reminders?

How can I charge a flat fee on my Invoices?

When are the automated reminders for payment sent?

How Can I Add/Update Default Information (Transaction Fees, Due Date, Late Fee, etc.) On My Invoices?

How can I know if my client received the email notification for my invoice?

How can I update the currency on my invoices?

How Can I Set The Default Number Of Days My Invoices Will Become Due After They Are Issued?

How can I set the amount of time my client has to pay me?

How can I move an invoice from one project to another?

How can I make my work not fully available to my client before I receive payment but allow them to see a preview?

How can I define who pays the transaction fee for online payments?