When to Use Custom/Offline Payment Instructions
Use this feature when you want to allow clients to pay outside of Bonsai’s integrated payments, such as:
Wire transfers
Mailed checks
Other non-Bonsai payment platforms
⚠️ Important: Bonsai cannot automatically track offline payments. You must manually mark your invoice as paid when you receive the payment to maintain accurate accounting.
Enable Custom/Offline Payment Instructions
Navigate to Invoices → Settings tab
Check the box for “Show 'other' payment method option”.
Enter the payment instructions you want to display to clients.
Click Save Changes.
Tip: Instructions will appear alongside any online payment options on your invoice, giving clients multiple ways to pay.
Recording Offline Payments
Since Bonsai cannot track offline payments, always:
Confirm payment receipt externally.
Manually mark the invoice as Paid within Bonsai.