Yes, it is now possible in Bonsai to send one invoice with time tracked from multiple projects at once. It can be achieved in two ways:
Multi-Project Invoices - Adding multiple projects on a single invoice
Bundled Invoices - Sending multiple invoices to be paid together
For learning about adding multiple projects to the same invoice, click here
To learn more about Bundled Invoices, continue reading below.
What's a Bundled Invoice?
We now have a new Invoice Type option called Bundled Invoice.
With this option, you can select multiple invoices from a client and bundle them onto one invoice. These individual invoices can be in either drafted or outstanding (sent) state. Subscription Invoices, the ones with auto-payment enabled, won't appear here in this list.
When you try selecting invoices that need to be bundled, we show some warning messages. That means the invoices with warnings cannot be added to the bundle and you need to resolve those warnings before being able to add them to the Bundled Invoice.
Some of the reasons for the warnings are:
The invoice total is less than $1
The invoice has no line items
If the currency on an invoice doesn't match the currency of the first selected invoice in the bundle. This means you cannot bundle invoices with different currencies.
Once you add the invoices to the bundle and continue, your Bundled Invoice looks like this:
The below screenshot has 3 invoices bundled of which 2 are drafted and the other is overdue (already sent to the client separately and waiting for payment).
You can edit or delete this bundle using the options below. You can also view the bundle as your client :)
Sending the invoice bundle is similar to sending a single invoice. You'd need to select the email address or addresses of the client contacts.
Note: Adding additional recipients manually is not an option yet in Bundled Invoices
Your clients can see the Bundled Invoice as shown below:
Note: Clients can only pay the full amount of the bundle. There are no partial payments for the bundle available yet.
On the contractor's invoice list, a new icon has been added to indicate that the Invoice is included in a bundle. The bundle detail can be accessed through the dropdown menu on the Invoice item.
Bundled Invoices FAQ
Can I manually mark a Bundled Invoice as paid (fully or partially)?
Not at the moment. It can only be paid by your client using an integrated payment method. Offline payment won't be reflected on the Bundled Invoice and there isn't a way to mark them as paid yet.
Are partial payments available on Bundled Invoices?
Clients can only pay the full amount of the bundle. There are no partial payments for the bundle available yet.
Can I bundle invoices of different currencies?
You can't mix currencies on the same bundle. If you decide to update the currency on an Invoice, we will sync the currency with all of the Invoices on the same bundle.
What happens to the "Client pays transaction fee" setting I have on my Invoice setting page when my client pays the Bundled Invoice?
We'll also sync up the "Client pays transaction fee" setting and the Payment Methods for all of the Invoices on a Bundle. In order to keep things more straightforward, all of the Invoices must have these same settings. We'll get the settings to reference from the first Invoice of the Bundle.
What about refunds? How can I refund a Bundled Invoice payment?
The refunds must be processed individually on each of the invoices
Does the Bundled Invoice follow the same auto-reminders schedule as regular invoices?
We've not yet implemented the auto-reminders on the Bundled Invoices. You need to use the 'Send Reminder' button on the sent Bundled Invoice to remind your clients manually.
When my client views the Bundled Invoice, I don’t seem to get any notification about it unless the client views each of the individual invoices in the bundle. Why?
We haven't yet implemented the client view notifications for the Bundled Invoices and the client email log is also not available.
If I add an overdue invoice (that’s already sent to my client) to a new Bundled Invoice and when my client pays the Bundled Invoice, would the previously sent invoice’s status automatically changes to paid from overdue?
Yes, it does :)
How can I access a Bundled Invoice that’s already been sent to a client if I want to send a reminder for the bundle?
On the contractor's invoice list page, a new icon has been added to indicate that the Invoice is included in a Bundle. The Bundle detail can be accessed through the dropdown menu on the Invoice item.
