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Invoicing & Getting Paid

Invoicing & Getting Paid

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

Matt Nish avatar Dev Team avatar Cameron Pocock avatar
52 articles in this collection
Written by Matt Nish, Dev Team, and Cameron Pocock

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.
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago
How To Create, Edit & Send Invoices

How Can I Manually Create An Invoice?

Manually Create An Invoice
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I give my client a discount?

Giving my client a discount
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Written by Cameron Pocock
Updated over a week ago

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

No Late Fee
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I change a paid invoice to unpaid?

Need to revert your invoice marked as paid?
Matt Nish avatar
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
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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.
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Written by Matt Nish
Updated over a week ago

How can I edit my invoice number?

Change/Update Invoice Number
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I send my invoices as a URL?

Sending invoices outside of Bonsai.
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Written by Cameron Pocock
Updated over a week ago

How can I download my invoices as a PDF?

Downloading PDFs of my invoices.
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

Is it possible to send printed versions of my invoices?

Does Bonsai offer the option of sending printed invoices?
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I mark my invoice as paid?

Manually marking invoices as paid
Cameron Pocock avatar
Written by Cameron Pocock
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.
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I mark an invoice as paid?

See how you can manually mark an invoice as paid.
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Written by Matt Nish
Updated over a week ago

How Can I Download A PDF Version Of My Invoice?

Download PDF Invoice
Cameron Pocock avatar
Written by Cameron Pocock
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!
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures
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Written by Cameron Pocock
Updated over a week ago

How Do Instant Payouts Work?

Get to know Bonsai's new Instant Payouts feature!
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How secure are Payments?

Discover why payments are secure with Bonsai.
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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?
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How to receive ACH Payments through Bonsai

We've made getting paid via ACH even easier!
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Written by Cameron Pocock
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.
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Written by Cameron Pocock
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
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What integrated payment methods does Bonsai support?

Getting paid with Bonsai Payments, Stripe and PayPal
Cameron Pocock avatar
Written by Cameron Pocock
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.
Matt Nish avatar
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!
Cameron Pocock avatar
Written by Cameron Pocock
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.
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Written by Cameron Pocock
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
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Written by Cameron Pocock
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.
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Written by Cameron Pocock
Updated over a week ago

Why is my card / payment method being declined?

Figure out why your card or payment method is declined.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago
Refunds & Disputes

How to refund a payment?

The Dos and Don'ts of issuing a refund in Bonsai.
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I refund a payment?

Follow these steps to refund a payment via Stripe or Bonsai Payments
Matt Nish avatar
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
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I turn off a recurring invoice?

Guide to turning off a recurring invoice withing Bonsai.
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

What is Auto Invoicing or "Subscription Invoices?"

Discover how invoice automation and recurring payments work in Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How does auto-sending work?

Explore how to schedule invoices on Bonsai with "Auto Send".
Matt Nish avatar
Written by Matt Nish
Updated over a week ago
Invoice & Payment Settings

Why do I need to reconnect my PayPal account?

Dev Team avatar
Written by Dev Team
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
Matt Nish avatar
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.
Matt Nish avatar
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!
Matt Nish avatar
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
Cameron Pocock avatar
Written by Cameron Pocock
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
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

How can I turn off automatic invoice reminders?

Managing invoice reminders to clients.
Cameron Pocock avatar
Written by Cameron Pocock
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!
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

When are the automated reminders for payment sent?

When do the invoice auto-reminders go out?
Matt Nish avatar
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
Cameron Pocock avatar
Written by Cameron Pocock
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.
Cameron Pocock avatar
Written by Cameron Pocock
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.
Cameron Pocock avatar
Written by Cameron Pocock
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
Cameron Pocock avatar
Written by Cameron Pocock
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
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago

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

Moving invoices between projects
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Written by Cameron Pocock
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
Cameron Pocock avatar
Written by Cameron Pocock
Updated over a week ago