General Questions & Overview

Get all your general questions about using Bonsai answered.

Alex avatar Matt Nish avatar Déborah Rodrigues avatar
55 articles in this collection
Written by Alex, Matt Nish, and Déborah Rodrigues

How Can I Edit My Client's Contact Person's Email Address?

Edit Client Contact Email Address
Alex avatar
Written by Alex
Updated this week

How Can I Add A Background To My Proposals and Invoices?

Add Logo and Background Images To Documents
Alex avatar
Written by Alex
Updated this week

How Can I Rename My Project?

Change Project Name
Alex avatar
Written by Alex
Updated this week

How Can I Benefit From Bonsai's Referral Program?

Details On Sharing Bonsai With A Friend And How To Access Bonsai's Referral Program
Alex avatar
Written by Alex
Updated this week

How Can I Enable White Labeling?

Activate White Labeling
Alex avatar
Written by Alex
Updated this week

What are collaborators in projects?

Available for both Plus and Premium plans
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What features are available for the "Limited" plan?

Learn more about the Limited plan on Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Can I track time internally?

Tracking time without invoicing the client
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Is it possible to add more than one email to a client?

Discover how you can add more email addresses for your client.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I set default messages when I send a proposal, contract, or invoice to my client?

Step by step guide to setting up default messages for sending a proposal, contract, or invoice to your client.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How do I delete my account?

Deleting my account data and GDPR compliance
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Does Bonsai have a native spell checker?

Learn if Bonsai has a native spell checker.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my subscription plan?

Discover how your current subscription plan can be changed.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

​​​How can I change the ​payment method of my subscription?

If you want to change the credit card used to pay your Bonsai subscription, follow these steps.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's logo?

Step by step guide to changing your company logo.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my default currency?

Discover how the default currency can be updated.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's address?

Steps you can follow to update your company address.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my company's name?

Discover how you can make changes to your company name.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I change my personal information?

How can I change my name, email, profile picture and notifications.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Can I send my hours I've worked on a project?

Billing timesheets for your time tracked
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I collaborate on projects?

Working with clients and team members on projects
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What is "Dual Mode", "Contractor Mode" and "Client Mode"? How can I switch?

Understanding contractor vs client mode
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Can clients see my unbilled time entries?

Are my hours and timesheets visible to my clients?
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How are Contracts and Payments for freelancers related?

Discover the relation between contracts and payments for freelancers.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What does it cost to get paid via Bonsai?

Explore how much it will cost you to get paid via Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What does Bonsai cost freelancers?

What are the prices for a subscription to Bonsai?
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I turn on / off sounds for the Mac OSx time tracker?

Managing my sound preferences for Mac OS
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I edit a client's info?

Details on how to add, edit, and delete clients from the client list
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Can I take notes in Bonsai?

Adding private comments on my projects
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I complete or archive a project?

Archiving projects that have ended
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I delete a proposal / contract / invoice?

Deleting my project documents permanently
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Can I add multiple clients to a project or document?

Find out if multiple clients can be added to the same project or document.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

Can I recover or undelete a deleted proposal / contract / invoice etc?

Discover if you can recover or undelete a proposal, contract, invoice, etc. that has been deleted.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Does Bonsai provide 1099 forms?

Discover if Bonsai generates or provides 1099 forms.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I contact Bonsai?

Discover how you can contact Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What is Bonsai white labeling?

Learn all there is to know about Bonsai white labeling.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I sign my W-9 Form?

Learn if you can use Bonsai to sign your W9 Form.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Where can I find my receipts for my Bonsai subscription?

See where you can find and download receipts for your Bonsai subscription.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I import data into Bonsai?

Importing clients and paid invoices into Bonsai
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I export or download my invoice, client, or project data?

Explore how your invoices or client and project data can be exported from Bonsai.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I edit my project details like currency, start and end date, etc?

Learn where you can edit project details such as start or end date and currency.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What apps does Bonsai have for iOS, Android, and Mac?

Download the Bonsai mobile app for iOS, Mac or Android.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I delete my Bonsai account?

Steps you can follow to permanently delete your Bonsai account.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Why is my card / payment method being declined?

Understanding credit card payment failures
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I turn off notifications and reminders for my project?

Learn how notifications and reminders can be turned off for your projects.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I end or archive a project?

Learn how an active project can be archived or ended.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I turn off automatic invoice reminders?

Learn how you can disable automatic invoice reminders to yourself or your clients.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

How can I add new vendors?

Managing new vendors within Bonsai
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How can I cancel my subscription?

Managing my Bonsai subscription
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

How does the free trial work?

Making use of your free trial on Bonsai.
Déborah Rodrigues avatar
Written by Déborah Rodrigues
Updated over a week ago

What is your refund policy?

Bonsai's refund policy explained.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Which countries and languages does Bonsai support?

Languages, countries, localization, internationalization
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Do my clients need Bonsai accounts to sign contracts or pay invoices?

Discover if your clients need a Bonsai account to pay invoices or sign contracts.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

Does Bonsai offer a referral or affiliate program?

Discover all there is to know about Bonsai's referral and affiliate program.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago

What is Bonsai's Secure Messaging?

Read all there is to know about Bonsai's secure messaging feature.
Matt Nish avatar
Written by Matt Nish
Updated over a week ago