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— < Proposals [3J Rebranding Project  (©) Changes Saved < Preview 4 Automation Send Proposal
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Joe Studio sent you a proposal "Creative Design Brief"
Powered by (B) bonsai
New proposal from Joe Studio to review.
Please review my proposal "Creative Design Brief".
1'm truly excited to be working with you and look forward to
your response. Please email me at jdoe.mobbin@gmail.com
with any questions.
All the best,
Joe Doe
View Proposal
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Joe Studio sent you a proposal "Creative Design Brief"

New proposal from Joe Studio to review.
Please review my proposal "Creative Design Brief".
1'm truly excited to be working with you and look forward to your
response. Please email me at jdoe.mobbin@gmail.com with any
questions.
All the best,
Joe Doe

B4 Show Email Preview

Send Proposal
|Send Proposal
<] Send Email Send via URL
4 Auto-create invoices when accepted Valid for the next 7 days
janesmithl.mobbin@gmail.com
Joe Studio sent you a proposal "Creative Design Brief"

New proposal from Joe Studio to review.
Please review my proposal "Creative Design Brief".
1'm truly excited to be working with you and look forward to your
response. Please email me at jdoe.mobbin@gmail.com with any
questions.
All the best,
Joe Doe

B4 Show Email Preview

Send Proposal
|Send Proposal
<] Send Email Send via URL
4 Auto-create invoices when accepted Valid for the next 7 days
janesmithl.mobbin@gmail.com

Joe Studio sent you a proposal "Creative Design Brief"
New proposal from Joe Studio to review.
Please review my proposal "Creative Design Brief".
1'm truly excited to be working with you and look forward to
your response. Please email me at jdoe.mobbin@gmail.com
with any questions.
All the best,
Joe Doe

View Proposal
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Overview & Goals
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Project Deadline: [Project Deadline]
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4 Auto-create invoices when accepted Valid for the next 14 days ~
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janesmithl.mobbin@gmail.com Valid for the next 7 days
Joe Studio sent you a proposal "CreV T E A TSRS AT
Valid for the next 30 days
New proposal from Joe Studio { Valid for the next 60 days
Please review my proposal "Creative Volidfor the next 90 days
I'm truly excited to be working with y Expires Feb 22, 2024
response. Please email me at jdoe.mobbin@gmail.com With any
questions.
All the best,
Joe Doe
B4 Show Email Preview
Send Proposal
|Send Proposal
Your proposal has been sent!


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Editing a subtask

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o Joe Studio created project Design Project with Doe.
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|@) bonsai Q Search
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+ Add Subtask
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|G bonsai Q Search
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Record payment

screenKeywords:
Record Invoice Payment
Please complete your invoice before marking it as paid.
|= < Invoices & Doe Company @ Preview 4 Automation Send Now (]
Overview Record Payment
N ' Download PDF
Status
Duplicate
Amount
Invoice Settings
b Subscription
Manage Reminders
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Delete
x Setup A
80 Doe Company Invoice
INIES -
SIDIC #1001 Display Logo o
Header Image gradienta-... X
FROM TO ISSUED ON Late Fee
Joe Doe Jane Doe Feb 7,2024
Display Tax / VAT ID o
Joe Studio Doe Company
. . DUE DATE
75 Ayer Rajah Crescent, #02-02 Client Address Tax ID / VAT Number TAX-123456
Singapore, Singapore, 139953 Mar 8, 2024
Singapore janesmithl.mobbin@gmail.com .
o bbi i Advanced Settings Edit
jdoe.mobbin@gmail.com Add Recipient
Payments A
Design Project with Doe Studio
Payment Methods
ITEMS QTY PRICE TOTAL
Flyer Design 1 $50.00/hr v $50.00 Enable Online Payments
Design, layout and copy of a flyer based on the brand style guide. A reusable 2
flyer template shall be provided in its raw file.
|= < Invoices & Doe Company @ Preview 4> Automation Send Now (]
Overview
Status Drafted
Amount $70.04
E Subscription @ Every 2 Weeks
Repeat Until Mar 21,2024
x Setup A
—524 Doe Company Invoice
< INES -
STUDIO #1001 Display Logo [ @)
Header Image gradienta-... X
FROM TO ISSUED ON Late Fee
Joe Doe Jane Doe Feb 7,2024
Display Tax / VAT ID o
Joe Studio Doe Company
. . DUE DATE
75 Ayer Rajah Crescent, #02-02 Client Address Tax ID / VAT Number TAX-123456
Singapore, Singapore, 139953 Mar 8, 2024
Singapore janesmithl.mobbin@gmail.com .
o bbi i Advanced Settings Edit
jdoe.mobbin@gmail.com Add Recipient
Payments A
Design Project with Doe Studio
Payment Methods
ITEMS QTY PRICE TOTAL
Flyer Design 1 $50.00/hr v $50.00 Enable Online Payments
Design, layout and copy of a flyer based on the brand style guide. A reusable 2
flyer template shall be provided in its raw file.


Bookkeeping overview

screenElements:
Progress Indicator
Accordion

pageType: Application Application Application Application Application Application

screenKeywords:
@ bonsai
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g“ Invite Team

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|G bonsai
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0% Other Expenses $0.00

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g* Invite Team

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£ Get1Month Free ’?


Response detail

screenKeywords:
<D Jane Studio

Submission Date

Feb 8,2024 - 7:15 PM

Email

janesmithl.mobbin@gmail.com

What is the URL (address) for your business website, if available?

What is the official or legal name of your business, if applicable?

What are you producing?

What medium do you need?

e Logo

e E-newsletter

e Poster

What kind of file do you want?

e PDF

* .png

Will you be wanting this graphic design work for:

e Arework or reimagining of an existing brand ethos and palette?

If applicable, do you have any existing design elements that you wish G
incorporated in the design work we do for you? If so, please share relevant
|— < Forms Create Responses
Date 5 Name Email Address
Feb 8, 2024 -7:15 PM Jane Studio janesmith1.mobbin@gmail.com eee
Feb 8, 2024 - 7:14 PM jsmith.mobbin@gmail.com jsmith.mobbin@gmail.com View Response
View Client
Delete Response
?
|What are you producing?
What medium do you need?
e Logo
e E-newsletter
e Poster
What kind of file do you want?
e PDF
* .png
Will you be wanting this graphic design work for:
e Arework or reimagining of an existing brand ethos and palette?
If applicable, do you have any existing design elements that you wish
incorporated in the design work we do for you? If so, please share relevant
files and screenshots.
Do you have a specific or maximum budget in mind for what we offer? (In
UsD)
200
Please stipulate your preferred method of payment:
e Credit card
When are you planning to kickstart the project?
S Print
|— < Forms Create Responses
Date 5 Name Email Address
Feb 8, 2024 -7:15 PM Jane Studio janesmith1.mobbin@gmail.com oee
Feb 8, 2024 - 7:14 PM jsmith.mobbin@gmail.com jsmith.mobbin@gmail.com eoe
?


Copying referral link

screenPatterns:
Invite & Refer Friends
Share

screenPatterns:
Invite & Refer Friends
Share
Timeline & History
Home
Multi-Column Layout

screenKeywords:
(G bonsai X
Refer your friend and get a free month
Get a free month each time a friend signs up to a paid plan. They'll get a
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Invites Sent Successful Referrals Free Months W
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Your friends' emails (separated by commas) Send Invite
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° Start Free Trial
|(G bonsai X
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% Earn money through our affiliate program.
k ° Yo \ga Laure from Bonsai
Add your Contact form in your website It's the
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|(B) bonsai X
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0 0 0
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% Earn money through our affiliate program.
k @ Your link has been copied. X


Adding subtasks

pageType: Application Application Application Application Application Application Application Application Application Application

screenKeywords:
G bonsai Q Search
82 Dashboard Call Jane to have initial chat
& Clients . . .
= Design Project with Doe
3 Projects >
Tasks Doe Company 4 Automations
Tools
Overview Invoices Tasks Time Tracking Team Settings
@ Invoices — Files
ﬂ Proposals
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™ Joe Doe
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Using invoice generator

screenKeywords:
@ bonsai Already have an account? Login
Create your free account
G Sign up with Google
or
Work Emaiil
you@company.com
Full Name
Jane Smith
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Client Name: aneISt e
Client Address: | 14 University Dr, Menlo Park, CA 94025, USA
Y
Description Quantity UnitPrice  Total
Poster Design 1 3 10.00 .
Subtotal:  10.00
Tax (15%): 1.50
Total:  11.50
Due Date: 15/02/2024
Download Invoice
Creating invoices doesn't need to be tedious and time-consuming! A streamlined billing process can
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Invoice Generator
Client Name:
Client Address:
Y
Description Quantity UnitPrice Total
< < Remove
Subtotal: [0]
Tox (15%): 0
Total: [0]
Due Date: 15/02/2024
Add ltem
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Invoice Generator
Client Name: Jane Studio
Client Address: | 14 University Dr, Menlo Park, CA 94025, USA
Y
Description Quantity UnitPrice Total
< < Remove
Subtotal: [0]
Tox (15%): 0]
Total: [0]
Due Date: 15/02/2024
Add Item
y 0 N
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Client Name: Jane Studio
Client Address: | >26 University Dr, Menlo Park, CA 94025, USA
VY
Description Quantity UnitPrice  Total
Poster Design 1 2 10 2 10.00 .
Subtotal:  10.00
Toax (15%): 1.50
Total:  11.50
Due Date: 15/02/2024
Download Invoice


Archiving a proposal

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Joe Studio Doe Company
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75 Ayer Rajah Crescent, #02-02
Singapore, Singapore, 139953
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Project Name: [Project Name] ?
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Setting proposal expiration date

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screenKeywords:
Proposal Expiration Date
Set an expiration for your proposal.
Bonsai will automatically send your client a
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Feb 22,2024
Confirm Expiration Date
|Proposal Expiration Date
Set an expiration for your proposal.
Bonsai will automatically send your client a
reminder email the day before it expires, as
well as notify you after expiration.
Confirm Expiration Date
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Invoice templates

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pagePatterns:
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screenKeywords:
G bonsai Product Industries  Templates Pricing Resources  Reviews Login Start free
Invoice Mﬁﬁ INVOICE | i‘»‘i LA Invoice
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The Best Way to Invoice Invoice Template Billing Template
Excel Word PDF Excel Word PDF
Try Bonsai
Google Sheets Google Docs Google Sheets Google Docs
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Contract Templc:tes -) Featured contract templates
Proposal Templates Client Contract Template Consulting Engagement Letter Sample
Invoice Templates Free Freelance Contract Template Free Hourly Rate Contract Template
Quote Templates Free Independent Contractor Agreement Template Free Non-Disclosure Agreement Template
Scope of Work Templates Free Online Contract Maker Free Project Management Agreement Template
Brief Templates Free Service Agreement Template Free Simple Contract Template
Free Social Media Contract Sample for Your Business Master Service Agreement Template

Form Templates
All Templates See all templates

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Small businesses Agencies Freelancers
Invoice scHE Company
° YOUR INFORMATION CUENT INFORMATION
Jon Smin Jone o
123 Moin St Anytown, UsA 156 Em St Anyciy,USA
Jemsmitaeompie.com anedoesesamplecom
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Get started with the free customizable invoice template
to create detailed invoices in minutes. Add branding,
send invoices to clients, and get paid online.
Design and Planning 1 $500 $500
Construction Services 1 $1500 $1500
Installation 2 $300 $600
Invoice with Bonsai Get Template jactcnance 3 $200 $600
Consultation 1 $250 $250
Total Amount Due: $3,450
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What is an Invoice Template and
t?
Who Should Use it
An invoice template is a preformatted freelance writers, or anyone who invoices
document businesses can use to bill their  their clients. With invoice templates,
T e e A
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What is an Invoice Template and
°
Who Should Use it?

An invoice template is a preformatted freelance writers, or anyone who invoices
document businesses can use to bill their  their clients. With invoice templates,
customers and request payment for invoicing customers is easier than ever.
products or services. Invoice templates Gone are the days of designing your own
are often used by freelancers, invoices or hiring someone to design
contractors, and businesses to save time them for you. Now you can create,
during the billing process, compared to customize, and send invoices in a matter
creating custom invoices from of minutes, right from your smartphone or
scratch.Ilnvoice templates are great for computer.Read on to learn more about
any business, organization, or individual how to use invoice templates in your
that needs to request payment for goods  business and what to include on your
sold or services rendered. This can invoices to ensure you get paid the right
include lawyers, graphic designers, way.
general contractors, consultants,

Try our Online Invoice Generator for an easy way to create professional invoices.

Downloadable Free Invoice
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Downloadable Free Invoice Templates

O+ Task management O+ Task management O+ Task management

o o o

Free Work Invoice Template Free Retainer Invoice Template Free Photography Invoice

Templates

This is another basic invoice template There are several ways to invoice

that can be used for all types of clients. One way is as a one-off As a photographer, your image is

professions. Designed specifically for project and another is as a retainer. everything. Create professional and

invoicing for work rather than goods, it The Retainer Invoice Template allows aesthetically pleasing invoice

saves time and creates a you to invoice clients on a recurring statements for clients with the

professional-looking invoice quickly. basis while including the type of Photography Invoice Template. There
service offered, a list of materials are so many elements to customize to
used, and other relevant details. suit your business.

O+ Task management O+ Task management

o o

Free Graphic Design Invoice Free Pro Forma Invoice

Templates Templates

From logos to Instagram graphics, Create and send pro forma invoices

brand boards to posters and flyers, to request advance payment from

your graphic design services help customers. The Pro Forma Invoice

businesses grow. Get the money (and Template serves as a receipt of

tips) you deserve with the detailed payment before goods or services are

Graphic Design Invoice Template. rendered, and can include an invoice
number to help you track client
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Word PDF Excel Excel Word PDF Excel Word PDF
Google Sheets Google Docs Google Sheets Google Docs Google Sheets Google Docs
© Word Invoice Template (] Google Docs Invoice Template
Microsoft Word is one of the easiest platforms for The Google Docs Invoice Template provides fields
creating bills and invoices. Invoice clients for a for client details, comes with a date and due date
project, services, or products with the Word section, and is ready to send via email, PDF, or
Invoice Template. The template is fillable, can be direct link. Add pricing, amount owed, service line
saved as a PDF, has a section for payment terms, items, and other details to get paid for your work.
and is suitable for freelancers and businesses
alike.
© PDF Invoice Template © Excel Invoice Template
Need an invoice that can be emailed directly to Microsoft Excel is another fan favorite when it
clients? If so, try out the PDF Invoice Template. This comes to invoicing templates. The Excel Invoice
template can be downloaded as a PDF and even Template allows for logo insertion, custom
has a section for notes or special instructions. branding, and even includes tax calculation
formulas. Make invoicing easy with Bonsai invoice
templates for Excel.
I o FY I
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Contract Templates Featured invoice templates
Proposal Templates Free Basic Invoice Template Free Blank Invoice Template - Create, Edit & Send
Invoice Templates = Free Contractor Invoice Templates Free Custom Invoice Template
Quote Templates Free Invoice Template for Email Free Microsoft Word Invoice Templates
Scope of Work Templates Free Pro Forma Invoice Templates Free Retainer Invoice Template
Brief Templates Free Sample Invoice Template Free Work Invoice Template
Online Invoice Generator

Form Templates
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What are the Benefits of Using a
°
Great Invoice Template?
There are many benefits to using invoice templates for your business. Forget about
designing your own invoices from scratch. The free, downloadable templates from Bonsai
empower you to create professional invoices in just a few clicks.
2]
S i)
Lasting Impression on Increased Likelihood of Importance of
Clients Referrals Professionalism
Generate detailed invoices with Meticulously designed invoice Detailed invoices are important for
your own custom branding to leave templates allow you to show up as accurate accounting and tax
a lasting impression on clients. a true professional. This builds trust management. Use professional
Professional templates help you with your clients, making it more invoice templates to bill your
put your best foot forward and get likely that they'll send new business clients, add sales tax, track
paid faster. your way. payments, and organize your
business financials.
Tracking when Clients View Setting up Online Payments Time Saved Creating an
the Invoice o , Invoice
Give clients access to multiple
e ooy o ralfererE aravers oyl iy payment options with professional Creating an invoice from scratch
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Invoice m?mv
Contractor Invoice T lat
ontractor invoice iempidate — R
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25w e Ao USA o
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Whether you're a WordPress developer, copywriter, “ ’
YouTube video editor, or digital nomad, any o on oot
contractor can use the Contractor Invoice Template
to send detailed invoices to clients. Simply save the
invoice template in the format of your choice, fill out
your business information, calculate the amount pesn and e ! 00 00
: Consructon Services ; s1500 sis00
due, and send to your client. nstaion 2 530 5600
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Word Template: Pros and Cons
Microsoft Word is a well-known document creation tool due to its simplicity and user
interface. However, there are both pros and cons to using Microsoft Word invoice
templates for your business. Here are a few factors to consider:
Pros Cons

o Simplicity and Speed: Word templates are o Error-prone: Manual creation of invoices
easy to use and set up, especially for can lead to mistakes. There's no built-in
those already familiar with Microsoft error checking to ensure you haven't
Word. This allows businesses to quickly missed any important details.

enerate invoices without much of a .. .
Ig . o Limited Features: Word is a document
earning curve. . i
9 creation software, not a dedicated

e Cost-effective: If you already own invoicing tool. That means it lacks many
Microsoft Word, you won't incur additional advanced features that invoicing software
expenses to create invoices. You can offers, such as automated tracking,
simply use the free Word Invoice Template. reminders, and integration with

e Customizable: Templates in Word can be accounting toole.
customized according to your business's o No Automation: Unlike dedicated
branding. You can change colors, fonts, invoicing software, Word won't send
layouts, and add your business logo. invoices automatically. It also can’t remind

you about due dates, nor can it update
your financial records automatically.

o No Built-in Analytics: Specialized invoicing
tools often come with analytics and
reports, providing insights into your
revenue, pending invoices, etc. With Word,
you would have to set this up separately.

Excel Template: Benefits and Limitations
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Downloadable Free Invoice
Want to create detailed invoices for your business? Now you can—with Bonsai's free,
downloadable invoice templates. Design, customize, edit, send, and share invoices with
clients to get paid right away.

v/ Blank Invoice Template v/ Custom Invoice Template v Printable Invoice Template

The Blank Invoice Template is customizable This Custom Invoice Template has a Prefer printed invoices? The Printable Invoice

and is available in multiple formats (e.g., professional design that can be used for any Template is perfect for customers who need

Word, Excel). This makes it easy to design business. Simply add your own branding, a physical copy of their invoice. Simply add

invoices in the file format that works best for logo, fonts, and colors, finalize your invoice, your business details and payment

you and your customers. export the invoice as a PDF (or send via information, business branding, and pricing,

email), and get paid by clients right away. then save the invoice as a PDF. You can then
print the completed invoice to hand off to
your client to send to them via standard
mail.
Invoice ”gm INVOICE | fi - Invoice
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Small businesses Agencies Freelancers
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Adding a comment

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