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Bonsai Help Center : How to apply a partial payment on invoices

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Proposals are essential to your organization’s workflow. They help establish a professional image, outline services or products, and define the project scope, timeline, and budget before Discover if you can CC or copy additional recipients on your contracts.

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Track your expenses and keep your books in order.

How to apply a partial payment on invoices

Organize your tasks for to optimize your daily workflow.

Learn about the steps required to add and manage your expense categories. 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 When you add a new team member, they receive an email inviting them to join your company in Bonsai. They must accept this invitation in order to join your team. Your subscription is

Offering partial payments on your invoices with clients is a simple process with Bonsai! Making it easier for your clients to manage their finances while ensuring you still receive timely payments. When you’re getting paid online through Bonsai, it’s important to understand the different payment methods we support and the fees associated with them. We offer a variety of online and offline On Bonsai, you’re able to delete any of your documents. This includes contracts, proposals, forms and invoices. However, deleting a document is a permanent action and it cannot be recovered

Subscription invoices automatically charge your client based on the billing cycle you set. You only need to send the first invoice manually to initiate the series. Once the client has received and

Explore Bonsai’s subscription plans We provide a range of subscription plans, including both monthly and yearly options as well as valuable add-ons to enhance your experience. Customizing our Standardized or Editable contract templates to fit your needs. To gain access to your agency’s workspace, begin by accepting the invitation sent to you via email. If you are currently utilizing a Bonsai account or are affiliated with multiple companies,

There are 3 ways to send files to your clients through your projects: File Uploads, Link Sharing, and Email Attachments. Bonsai is designed to be versatile and user-friendly across various regions and languages. Here’s a breakdown of the countries and languages supported.

Tracking time internally with Bonsai

To support a smoother financial experience, Bonsai is migrating financial accounts from Evolve Bank & Trust to Fifth Third Bank in collaboration with Stripe. Below are answers to frequently Details on sharing Bonsai with a friend and how to access Bonsai’s referral program.

Alternatively, you can also download a version of the PDF by previewing the Invoice itself and clicking on the „Download PDF“ button on the bottom of the invoice. Clients will also be able to

In the event you’d like to offer a discount to your client on an invoice, it’s a simple process with Bonsai, keeping your invoicing process smooth and professional. How to add time tracking entries that are not recorded by our live time tracking feature.

How to display the progress of a project In Bonsai, you can create a budget and track the progress of your projects with ease. You can share the status of a project with your client by Contractor Management in Bonsai can be accessed through Client Mode and is an all-in-one tool designed for managing contractor relationships.

Contact Pages When you add a client to your Bonsai account, a contact page will automatically be created for that client. Your full list of contacts can be accessed by navigating to Client Exporting data from Bonsai Data from Bonsai can also be exported on the same Integrations & Data settings page. For instructions on how to to export data from Bonsai, check out our article

Worry not, new growers, this is the ultimate guide to bonsai trees and will tell you everything you need to know! Discover how you can integrate Bonsai with other tools and applications. The Estimate builder lets you preview project costs, margins, and timelines, helping you assess profitability.

Each type affects how billing totals, revenue, costs, and profitability are calculated and displayed in Bonsai.

Rate cards in Bonsai are presets of hourly rates organized by role that help streamline your project billing. Available in the Financial Management section, this feature allows you to create To cancel your subscription, login to your Bonsai account and navigate to your profile icon in the bottom left-hand corner. Next, select ‚ Subscription ‚: Once you’re on your Subscription page,

Bonsai’s workflow automations are simple to set up and save you hours each week. The Insights tab offers a comprehensive view of your project’s financial health and overall status. Here, you can track budget evolution, monitor profitability, and assess team performance.

In Bonsai, there are several predefine permissions profiles. Learn more about these roles and the permissions associated with each here. In addition to the predefined roles, Bonsai offers the

Who can track time? Everyone who has a Bonsai account will be able to track time using Bonsai. This includes Project Managers, Collaborators, Partners, Subcontractors and those on our Bonsai Resource Center. 323 likes. Welcome to The Bonsai Resource Center! Whether you’re a beginner or seasoned pro, we’re here to help you grow