Invoicing & Payments
Learn how to create professional looking invoices and start getting paid faster.
56 articles
How to create an invoice
How to edit your invoice number
How to add multiple recipients on your invoice
Using bundled invoices to send multiple invoices to clients at once
Adding multiple projects to the same invoice
Invoicing your tracked time
How to add expenses to an invoice
How to apply a discount to a client's invoice
Sending invoices via URL
How to manually mark invoices as paid
Downloading invoices as a PDF
Removing late fees from your invoices
How to change an invoice 'marked as paid' to 'unpaid'
How to set the due date on your invoices
How to invoice your clients with Bonsai
Payment security within Bonsai
The integrated payment methods that Bonsai supports
Payout schedules for invoice payments with Bonsai Payments
Receiving payouts with Bonsai Payments: timing and process
How to receive bank transfers (ACH payments) through Bonsai
Foreign exchange (FX) fees and how they are calculated
Adding custom/offline payment instructions to invoices
How Instant Payouts work
How to apply a partial payment on invoices
Marking partial payments on invoices
Understanding payment categories: outstanding, overdue, pending and paid
Understanding why your PayPal payment is showing as 'pending' in Bonsai
Reasons why your Bonsai Payments balance hasn’t been paid out
Reasons a card/payment method would be declined
Seeing a negative balance in Bonsai
Bonsai business account: verify external bank account using micro-deposits
Restrictions on using a client’s payment method for self-payment with their permission
How to edit the default messages that are sent with your documents
How to schedule an invoice to auto-send
The difference between 'subscription' and 'recurring' invoices
How to stop a recurring invoice series
What to do when a client's payment method fails in a subscription invoice series
Document link expiry
How to add/update default information on invoices (late fees, tax rate, etc.)
Understanding online payment methods and fees at Bonsai
The available payout destinations with Bonsai Payments
How to update your payout destination with Bonsai Payments
Unable to complete verification or add a payout account with Bonsai Payments
Problems connecting your Stripe Account to Bonsai
How to confirm that your client received the email notification for your invoice
Automated reminders for invoices
Updating the currency of your invoices
How to turn off automatic reminders for clients
How to add your VAT or tax ID to invoices
Charging a flat fee on invoices
Payment page layouts on client invoices
Locking attachments until an invoice is paid
How to receive tips on invoice payments in Bonsai