Bonsai offers 4 types of invoice automation:
When you want to create an invoice look at the option to "Auto-Send" it in the future based on your invoice issued date.
When enabled, the invoice will be sent automatically on your behalf to your client with all the information you've added to your invoice! Just set it and forget it.
We will attempt to send your invoice in the morning of its issued date based on your timezone.
If you configure the invoice settings multiple days in advance, we'll also send you a reminder email the day before it is sent, so you can double-check the details.
You also have the option to create a Recurring Invoice, which will create a billing schedule for your invoices automatically.
Your invoice will be automatically duplicated every billing cycle (every week, 2 weeks, month, or year depending on your needs) and end on the date you've set.
As each billing cycle passes, you can view the upcoming invoice and make any changes if needed.
You can optionally enable "Auto-Sending" as well to automate the sending of your invoices being duplicated. Just like "Scheduled Invoices" these will automatically send on the invoice issued dates as they continue to repeat every billing cycle.
To your client, these will appear as normal invoices. They will see the payment options you've enabled and a way to make a payment. And they will receive all the usual invoice reminders.
This is perfect if you're working on a long term project with consistent milestones.
Subscription Invoices / Invoice Auto-Payments
Similar to "Recurring Invoices", "Subscription Invoices" will automatically invoice your client based on a billing cycle you set. The difference is that once your client has received and paid the first invoice, Bonsai will automatically continue to charge their payment method until the billing schedule ends using their saved payment information.
This option makes things even easier for both you and your client and will ensure you're getting paid as fast as possible.
You can still edit the amounts for the upcoming invoice, but if the invoice total changes we will then ask for your client to approve the auto-payment amount again.
If their payment method fails, Bonsai will continue the billing schedule but will notify both you and your client that they must enter a new payment method.
For your client, this feature functions similar to how any paid subscription works online, with predictable charges on their card and email notifications for each. It also has a way for them to opt-out of the Recurring Payments if they feel the need to do so.
How to Create a Subscription Invoice
Create a new invoice and select the invoice type you'd like (such as 'Subscription Invoice') from the "type" dropdown. Then choose how often you'd like the invoices to be created and when you'd like them to stop:
Then ensure that you have credit / debit cards added as a payment method — this is to make sure that client payments will be automatically collected (ACH payments are not supported for subscription invoices.) You can check this via the "Payments" section in the sidebar of your invoice.
Once you create the invoice, you can confirm that it has Recurring Payment enabled by viewing your invoice details in the Overview section of the sidebar:
Fill out the invoice line items so it is the amount you would like to charge your client every billing cycle and send it to your client.
Once you client opens your invoice, they will be prompted to click the link sent to the email used on the invoice to continue.
Once the client completes the authentication step by clicking the emailed link, they will see an input for their credit card details along with details about the subscription billing they are opting into.
Once they pay their first invoice in the billing cycle, their payment method will be saved and charged for any upcoming subscription payments unless they opt-out or your subscription billing ends.
Once the subscription is active, you or your client can always edit the payment method by clicking "Update Payment Method" on one of the invoices in the billing cycle.