Bonsai

Get all your general questions about using Bonsai answered.

General Questions & Overview

A quick-start guide to help you get your business up and running with Bonsai.

How to get started with Bonsai and set up your account

Upload .csv files to import clients, tracked time, expenses and paid invoices.

Importing data into Bonsai

Use proposals to pitch work to new or existing clients.

All about proposals

How to use Bonsai for your invoicing needs.

How to invoice your clients with Bonsai

Effortlessly save, manage, and spend the funds your business earns with Bonsai's integrated financial solution.

About Bonsai's business account

Wondering where to start? Get to know the basics to put your freelancing on autopilot! 

Getting Started Guide

Experience the power of Bonsai firsthand with our free 7-day trial.

How our free trial works

Find out more about the cost of using Bonsai and explore our various subscription options.

Bonsai's pricing and subscription plans

Discover how your current subscription plan can be modified.

How to change your subscription plan

Taking a closer look at changing the payment method used to pay your Bonsai subscription.

Change the ​payment method on your Bonsai subscription

Add a backup card and stay ahead of billing issues.

Adding a backup payment method for your Bonsai subscription

Follow these steps to access a PDF copy of your subscription payment receipt.

How to download a subscription payment receipt

Understanding applicable sales tax on your Bonsai subscription.

Paying sales tax on your Bonsai subscription

Learn more about the Limited plan on Bonsai.

What you can do on a free "Limited" subscription plan

Instructions on how to manage your Bonsai Subscription.

Pausing or cancelling your Bonsai subscription

Learn more about Bonsai's refund policy

Follow these steps to delete your Bonsai account.

How to delete your Bonsai account

Simple steps to cancel your free trial with us.

How to cancel your free trial

Your Bonsai Subscription

Learn how to edit the two-factor authentication for your Bonsai account.

Managing two-factor authentication (2FA) on your account

How to change things like your email, password, business name, address, and default currency.

How to change your personal or business information

A step-by-step guide to change your company logo and adjust the header on your Bonsai account and documents.

Updating the company logo and header on your documents

How to customize the 'from' email address when sending documents.

Customizing the 'from' email address when sending documents

How to activate white labelling features to customize your branding.

Using white-labeling on your Bonsai account

Follow these steps to update your profile’s URL and personalize your company's page.

How to customize your profile page and URL

You can switch between companies in just a few clicks.

Switching between companies in Bonsai

Account Settings

Inviting your team members to Bonsai

As an account owner or partner, you can alter team roles and remove members from projects or your company.

Managing your team's access in Bonsai

Getting started as a Project Manager

Getting started as a Collaborator

Everything you need to know about customizing permission profiles.

Custom permission profiles

Onboarding Your Team to Bonsai

Learn more about accessing all your team members in one place.

How to access a full list of your team members

Everything you need to know about working with your team in Bonsai.

User permissions in Bonsai

Learn more about how to use roles and teams on Bonsai.

Assigning roles and teams

Setting and tracking team capacity

Use the Workload View to plan tasks based on team capacity.

The Workload view

Time Off

Effortlessly manage project allocation and optimize your team's schedule.

The Resourcing Schedule view

Team Management

A step-by-step guide for setting default messages when sending proposals, contracts, and invoices to your clients.

How to set default messages when sending documents to clients

Send custom forms, build automations and embed forms directly into your website.

How to create custom forms/questionnaires in Bonsai

Explore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.

How to export your account data from Bonsai

How to delete your proposals, contracts, and invoices permanently.

How to delete documents in your Bonsai account

Learn if you can recover a deleted proposal, contract or invoice.

Exploring if a deleted document can be recovered

Managing Your Documents

Discover the different ways you can contact Bonsai.

How to get in touch with the Bonsai team

Find out which countries and languages are available on Bonsai's platform.

Exploring Bonsai's supported countries and languages

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

The Bonsai applications available on iPhone, Mac, and Android

Learn about how our browser extension works.

Exploring Bonsai's browser extension and its functionalities

Learn how to turn on push notifications to stay updated on your activity.

Enabling browser notifications on Bonsai

What to do if I received an security email notification but don't recognize it.

I received a security code email but did not request it

Discover which currency options are available.

Bonsai's supported currencies

Learn how your bank information is safe with Bonsai.

How Bonsai keeps sensitive bank information safe

What clients can do without creating a Bonsai account.

Using Bonsai without creating an account as a client

Managing your sound preferences for the MacOS time tracking app.

Turning off sounds from the MacOS time tracker

Find out if you are eligible to receive a 1099-K for your payments.

Criteria for receiving a 1099-K for payments

General Bonsai FAQ

Details on sharing Bonsai with a friend and how to access Bonsai's referral program.

Bonsai's referral program

Referral & Affiliate Programs

Back to Bonsai

Email Support

Feature Requests

My Account

Find answers and get help from Intercom Support and Community Experts

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