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General Questions & Overview
Get all your general questions about using Bonsai answered.
54 articles
How can I switch between companies in Bonsai?
How do I get started with Bonsai and set up my account? (Start Here!)
How do I cancel my free trial?
How can I import data into Bonsai?
What are Proposals and How Do I Use Them? (Onboarding / Overview)
What are Invoices and How Do I Use Them? (Onboarding / Overview)
How does Bonsai's business banking work?
Which currencies does Bonsai support?
I received a security code email but did not request it.
What Bonsai apps are available on iOS, Android, and Mac?
Which countries and languages does Bonsai support?
Do I need to create an account to use Bonsai as a client?
Does Bonsai have a browser extension and what are its functionalities?
Does Bonsai Allow Browser Notifications?
How can I turn on / off sounds for the Mac OSx time tracker?
How can I contact Bonsai?
How does Bonsai keeps my bank information safe?
Will I receive a 1099-K for my payments?
Can I add a backup card for my Bonsai Subscription?
What features are available for the "Limited" plan?
How can I change my subscription plan?
How does the free trial work?
How can I download a copy of my receipt for my subscription payment?
How can I change the payment method of my subscription?
How can I delete my Bonsai account?
What does Bonsai cost freelancers?
How Do I Cancel/Pause My Bonsai Subscription?
What is your refund policy?
How can I manage 2FA (SMS or email code) for my account?
How Can I Add A Background To My Proposals and Invoices?
How can I change my company's logo?
How Can I Change The Default Size Of The Logo On My Documents?
How Can I Add/Update The Default Background on My Documents?
Changing Your Personal or Business Details
How Can I Change My Profile URL?
Can I customize the FROM email address when sending document?
How Can I Make My Profile Public/Private?
How Can I Update My Public Profile?
How can I delete a proposal / contract / invoice?
How can I set default messages when I send a proposal, contract, or invoice to my client?
How Can I Add Default Messages To My Documents (Invoices, Proposals, and Contracts)?
Can I recover or undelete a deleted proposal / contract / invoice etc?
How can I export or download my invoice, client, or project data?
How can I turn off automatic invoice reminders?
How Do I Create Custom Forms/Questionnaire In Bonsai?