General Questions & Overview

Get all your general questions about using Bonsai answered.

68 articles in this collection
Written by Matt Nish, Déborah Rodrigues, and Megan Myke

Can I create a custom form/questionnaire?

Bonsai users on the Workflow Plus plan can create forms.

Written by Déborah Rodrigues
Updated over a week ago

How can I manually add tracked time?

Adding time that was not recorded by our time tracker

Written by Megan Myke
Updated over a week ago

Where can I view a list of all my collaborators?

Viewing a list of all your collaborators

Written by Megan Myke
Updated over a week ago

Does Bonsai have a browser extension and what are its functionalities?

Written by Megan Myke
Updated over a week ago

I am sure that my client's email address is correct but your system thinks that it is invalid, what can I do?

Invalid email addresses and unrecognized domains

Written by Megan Myke
Updated over a week ago

Does Bonsai Allow Browser Notifications?

Browser Notifications

Written by Megan Myke
Updated over a week ago

How Can I Display Portfolio Items On My Bonsai Profile?

Add Portfolio Items To Your Profile

Written by Megan Myke
Updated over a week ago

How Can I Change The Default Size Of The Logo On My Documents?

Update Default Logo Size

Written by Megan Myke
Updated over a week ago

How Can I Make My Profile Public/Private?

Make Profile Public or Private

Written by Megan Myke
Updated over a week ago

How Can I Add Default Messages To My Documents (Invoices, Proposals, and Contracts)?

Add Default Messages To Documents Including Invoices, Proposals, and Contracts

Written by Megan Myke
Updated over a week ago

How Can I Change My Profile URL?

Set Change Update Profile URL

Written by Megan Myke
Updated over a week ago

How Can I Create/Update My Public Profile?

Create Update Public Profile

Written by Megan Myke
Updated over a week ago

How Can I Add/Update The Default Background on My Documents?

Add Update Default Background Banner Image Documents Proposal Invoice

Written by Megan Myke
Updated over a week ago

How can I download a copy of my receipt for my subscription payment?

Download PDF Receipt Subscription Payment

Written by Megan Myke
Updated over a week ago

How Can I Edit My Client's Contact Person's Email Address?

Edit Client Contact Email Address

Written by Megan Myke
Updated over a week ago

How Can I Add A Background To My Proposals and Invoices?

Add Logo and Background Images To Documents

Written by Megan Myke
Updated over a week ago

How Can I Rename My Project?

Change Project Name

Written by Megan Myke
Updated over a week ago

How Can I Benefit From Bonsai's Referral Program?

Details On Sharing Bonsai With A Friend And How To Access Bonsai's Referral Program

Written by Megan Myke
Updated over a week ago

How Can I Enable White Labeling?

Activate White Labeling

Written by Megan Myke
Updated over a week ago

What are collaborators in projects?

Available for both Workflow and Workflow Plus plans

Written by Matt Nish
Updated over a week ago

What features are available for the "Limited" plan?

Learn more about the Limited plan on Bonsai.

Written by Matt Nish
Updated over a week ago

Can I track time internally?

Tracking time without invoicing the client

Written by Matt Nish
Updated over a week ago

Is it possible to add more than one email to a client?

Discover how you can add more email addresses for your client.

Written by Déborah Rodrigues
Updated over a week ago

How can I set default messages when I send a proposal, contract, or invoice to my client?

Step by step guide to setting up default messages for sending a proposal, contract, or invoice to your client.

Written by Matt Nish
Updated over a week ago

How do I delete my account?

Deleting my account data and GDPR compliance

Written by Matt Nish
Updated over a week ago

Does Bonsai have a native spell checker?

Learn if Bonsai has a native spell checker.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my subscription plan?

Discover how your current subscription plan can be changed.

Written by Déborah Rodrigues
Updated over a week ago

How can I change the payment method of my subscription?

If you want to change the credit card used to pay your Bonsai subscription, follow these steps.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's logo?

Step by step guide to changing your company logo.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my default currency?

Discover how the default currency can be updated.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's address?

Steps you can follow to update your company address.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's name?

Discover how you can make changes to your company name.

Written by Déborah Rodrigues
Updated over a week ago

How can I change my personal information?

How can I change my name, email, profile picture and notifications.

Written by Déborah Rodrigues
Updated over a week ago

Can I send my hours I've worked on a project?

Billing timesheets for your time tracked

Written by Matt Nish
Updated over a week ago

How can I collaborate on projects?

Working with clients and team members on projects

Written by Matt Nish
Updated over a week ago

What is "Dual Mode", "Contractor Mode" and "Client Mode"? How can I switch?

Understanding contractor vs client mode

Written by Matt Nish
Updated over a week ago

Can clients see my unbilled time entries?

Are my hours and timesheets visible to my clients?

Written by Déborah Rodrigues
Updated over a week ago

How are Contracts and Payments for freelancers related?

Discover the relation between contracts and payments for freelancers.

Written by Matt Nish
Updated over a week ago

What does it cost to get paid via Bonsai?

Processing fees when getting an invoice paid

Written by Matt Nish
Updated over a week ago

What does Bonsai cost freelancers?

What are the prices for a subscription to Bonsai?

Written by Matt Nish
Updated over a week ago

How can I turn on / off sounds for the Mac OSx time tracker?

Managing my sound preferences for Mac OS

Written by Déborah Rodrigues
Updated over a week ago

How can I edit a client's info?

Details on how to add, edit, and delete clients from the client list

Written by Matt Nish
Updated over a week ago

Can I take notes in Bonsai?

Adding private comments on my projects

Written by Déborah Rodrigues
Updated over a week ago

How can I complete or archive a project?

Archiving projects that have ended

Written by Déborah Rodrigues
Updated over a week ago

How can I delete a proposal / contract / invoice?

Deleting my project documents permanently

Written by Déborah Rodrigues
Updated over a week ago

Can I add multiple clients to a project or document?

Find out if multiple clients can be added to the same project or document.

Written by Déborah Rodrigues
Updated over a week ago

Can I recover or undelete a deleted proposal / contract / invoice etc?

Discover if you can recover or undelete a proposal, contract, invoice, etc. that has been deleted.

Written by Matt Nish
Updated over a week ago

Does Bonsai provide 1099 forms?

Discover if Bonsai generates or provides 1099 forms.

Written by Matt Nish
Updated over a week ago

How can I contact Bonsai?

Discover how you can contact Bonsai.

Written by Matt Nish
Updated over a week ago

What is Bonsai white labeling?

Learn all there is to know about Bonsai white labeling.

Written by Matt Nish
Updated over a week ago

How can I sign my W-9 Form?

Learn if you can use Bonsai to sign your W9 Form.

Written by Matt Nish
Updated over a week ago

How can I import data into Bonsai?

Importing clients and paid invoices into Bonsai

Written by Déborah Rodrigues
Updated over a week ago

How can I export or download my invoice, client, or project data?

Explore how your invoices or client and project data can be exported from Bonsai.

Written by Matt Nish
Updated over a week ago

How can I edit my project details like currency, start and end date, etc?

Learn where you can edit project details such as start or end date and currency.

Written by Matt Nish
Updated over a week ago

What apps does Bonsai have for iOS, Android, and Mac?

Download the Bonsai mobile app for iOS, Mac or Android.

Written by Matt Nish
Updated over a week ago

How can I delete my Bonsai account?

Steps you can follow to permanently delete your Bonsai account.

Written by Matt Nish
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures

Written by Déborah Rodrigues
Updated over a week ago

How can I turn off notifications and reminders for my project?

Learn how notifications and reminders can be turned off for your projects.

Written by Matt Nish
Updated over a week ago

How can I end or archive a project?

Learn how an active project can be archived or ended.

Written by Matt Nish
Updated over a week ago

How can I turn off automatic invoice reminders?

Learn how you can disable automatic invoice reminders to yourself or your clients.

Written by Matt Nish
Updated over a week ago

How can I add new vendors?

Managing new vendors within Bonsai

Written by Déborah Rodrigues
Updated over a week ago

How can I cancel my subscription?

Managing my Bonsai subscription

Written by Déborah Rodrigues
Updated over a week ago

How does the free trial work?

Making use of your free trial on Bonsai.

Written by Déborah Rodrigues
Updated over a week ago

What is your refund policy?

Bonsai's refund policy explained.

Written by Megan Myke
Updated over a week ago

Which countries and languages does Bonsai support?

Languages, countries, localization, internationalization

Written by Matt Nish
Updated over a week ago

Do my clients need Bonsai accounts to sign contracts or pay invoices?

Discover if your clients need a Bonsai account to pay invoices or sign contracts.

Written by Matt Nish
Updated over a week ago

Does Bonsai offer a referral or affiliate program?

Discover all there is to know about Bonsai's referral and affiliate program.

Written by Matt Nish
Updated over a week ago

What is Bonsai's Secure Messaging?

Read all there is to know about Bonsai's secure messaging feature.

Written by Matt Nish
Updated over a week ago