Go to Bonsai
All Collections
Invoicing & Getting Paid
Invoicing & Getting Paid
Learn how to create professional looking invoices and start getting paid faster!
57 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
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