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Editing default values (Invoices)

appName: Bonsai

appCategory: Business

appTagline: Business and invoicing management solution

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Scroll Vertically

hotspotType: Keyboard Input

hotspotType: Click

pageType: Application Application Application Application

allAppCategories: CRM Finance Business

screenKeywords:
G bonsai Invoice Defaults Save Changes
Changing the default values for invoices created in the future.
82 Dashboard
& Clients
O Projects Processing Fees
Tasks Note: Only available when client pays via Bonsai Payments, Stripe (credit card or ACH) or PayPal.
Tools Client will pay transaction fees on payments
@ Invoices
< Proposals Default Late Fee (%) 0.0
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[ﬂ] Services
Default Tax Rate (%)
@} Forms 0.0
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Days Until Due 30
GJ Bookkeeping The default days after the invoice issued date before it is overdue. Bonsai's default setting is 1
month.
VAT/Tax ID Number
TAX-123
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Default Note
Thank you for your business
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£ Get1Month Free ?
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Default Tax Rate (%) 50
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Days Until Due -_—
The default days after the invoice issued date before it is overdue. Bonsai's default setting is 1 @ Your changes have been successfully X
month. saved.
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@ Get 1 Month Free VAT/Tax ID Number TAX123 9
If you require a VAT/Tax ID Number, you can set your default value for new invoices.
|G bonsai Invoice Defaults Save Changes
Changing the default values for invoices created in the future.
82 Dashboard
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@ Time Tracking
[ﬂ] Services
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Days Until Due 30
GJ Bookkeeping The default days after the invoice issued date before it is overdue. Bonsai's default setting is 1
month.
VAT/Tax ID Number TAX123
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Default Note
Thank you for your business
& Invite Team 2
£ Get1Month Free ?
|G) bonsai Q  Search @ Track Time + New A
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Default Late Fee (%) 00
Late fees are added to the invoice total the day after a due date has passed, then every month ’
thereafter.
Default Tax Rate (%) 00
Additional taxes are calculated based on the invoice subtotal minus any applied discounts. ’
Days Until Due
30
The default days after the invoice issued date before it is overdue. Bonsai's default setting is 1
month.
& Invite Team
ﬁ Get 1 Month Free VAT/Tax ID Number TAX123 9
If you require a VAT/Tax ID Number, you can set your default value for new invoices.


Adding a service to library

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Divider
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Chip

screenPatterns:
Browse & Discover
Pricing

hotspotType: Hover

screenElements:
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pageType: Application Application Application Application Application

screenKeywords:
Service Templates %
Build up your library of services
with our customizable
templates. 1:1 Coaching Session $100.00 / hour Coaching +
Determination of coaching outcomes for the client. Weekly sessions of 60
All Templates 371 to 90 minutes. Weekly feedback regarding performance and
achievement of key milestones.
Architecture 7
Marketing 66 3D Design $100.00 / hour Design +
Accounting & Finance 41 Create 3D designs for product visualization, concept prototyping, and
virtual experiences. This is done based on client objectives and budget.
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Design . 3D Modeling Architecture $150.00 / hour Architectural Design +
Coaching 24 Create 3D models of architectural projects and buildings, including the
use of various software tools.
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Photography & L 3D Visualization $250.00 / hour Architecture +
Videography . . . . .
Create 3D models and renderings of a project to help visualize the design
and layout. This includes creating realistic visuals and animations.
Sales 12
Development 1
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documentation to ensure secure and reliable data exchange and
integration with other platforms.
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Home Services 6
Account Reconciliation §75.00 / hour Accounting -+
|Service Templates %
Build up your library of services
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templates. Cross-functional team management and collaboration $120.00 / hour Product Management -+
Manage cross-functional teams involved in product development. Ensure
All Templates 371 effective communication and collaboration between teams to ensure
timely and efficient product development.
Architecture 7
Marketin 66 .
9 Persona development $1,000.00 / item Product Management -+
Accounting & Finance 41 Conduct user research and analysis to gain insights into user behaviors,
needs, and preferences. Develop user personas that represent target user
Legal 35 groups and their characteristics.
Design 29
Product feature prioritization and backlog management $100.00 / hour Product Management -+
Coaching 24
Prioritize features and tasks based on user needs and business goals.
Consulting 20 Manage product backlog and ensure that product development stays on
track.
Photography & 18
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Development " functional teams and alignment with business goals.
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Creation of a detailed product roadmap that outlines the timeline and
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templates. Cross-functional team management and collaboration $120.00 / hour Product Management -+
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All Templates 371 effective communication and collaboration between teams to ensure
timely and efficient product development.
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9 Persona development $1,000.00 / item Product Management -+
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. Add to library
Design 29
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Logo Design $800.00 Design eoe
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Website Design $150.00 / hour Marketing voe
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£ Get1Month Free Website Redesign $800.00 / day Design - ?
|Service Templates %
Build up your library of services
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templates. Cross-functional team management and collaboration $120.00 / hour Product Management +
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All Templates 371 effective communication and collaboration between teams to ensure
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9 Persona development $1,000.00 / item Product Management +
Accounting & Finance 41 Conduct user research and analysis to gain insights into user behaviors,
needs, and preferences. Develop user personas that represent target user
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Design 29
Product feature prioritization and backlog management $100.00 / hour Product Management +
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track.
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Web Development 1 Product roadmap creation $5,000. @ Service added to your library. Click to edit
Creation of a detailed product roadmap that outlines the timeline and
Product 6 milestones for a product's development and release. Includes
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Adding a new goal

appName: Strava

appCategory: Health & Fitness

appTagline: Track & share with friends

platform: android

hotspotType: Tap

screenPatterns:
Goal & Task
Charts

screenKeywords:
12:00 V41
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Editing notification settings

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8+ Invite Team
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Searching templates

pageType: Application Application Application

screenKeywords:
Select a Template Q, Search templates X
Get a headstart with one of
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pageType: Marketing

pagePatterns:
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pageType: Marketing Marketing

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Subscribing to Starter plan

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

screenKeywords:
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. . Starter Plan (change)
Subscribe to Bonsai
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Subscription Plans
Starter Professional Business
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@ Your subscription has been updated! X
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v All Templates v Remove Bonsai Branding v Subcontractor Management
v Client CRM v Workflow Automations v Subcontractor Onboarding
v Invoicing & Payments v Branded Client Portal v Subcontractor Payments
v Proposals & Contracts v QuickBooks Integration v Unlimited Subcontractors
v Scheduling & Forms v Time Tracking Insights
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s + Find tax deductions automatically to save hundreds a year.
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Subscribe to Bonsai
Credit card details visa weors, @ AEasLY MONPRY
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VISA Visa 7065
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Blog

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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing Marketing

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@ bonsai Product Industries  Templates Pricing Resources Reviews Login
Small businesses Agencies Freelancers
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Template detail

screenElements:
Table of Contents
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pageType: Marketing Marketing Marketing Marketing Marketing Marketing

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Interior Design Quotation HTML Quotation Freelance Quotation
ﬂ Quotes q Quotes q Quotes
Free Interior Design HTML Quotation Free Freelance
Quotation Template Template Quotation Template
Digital Marketing Quotation eCommerce Website Quotation Editable Quotation
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Free Digital Marketing eCommerce Website Editable Quotation
Quotation Template Quotation Template Template
Formal Quote Contractor Quote Coaching Package
ﬂ Quotes q Quotes q Quotes
Formal Quote Free Contractor Quote Coaching Package
Template Template Template
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Interior Design Quotation HTML Quotation Freelance Quotation
ﬂ Quotes q Quotes ﬂ Quotes
Free Interior Design HTML Quotation Free Freelance
Quotation Template Template Quotation Template
Digital Marketing Quotation eCommerce Website Quotation Editable Quotation
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Free Digital Marketing eCommerce Website Editable Quotation
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Why you must have an eCommerce website
quotation Design — What kind of page design and layout does your client want? Also,
How to create an eCommerce website bear in mind that installing an already existing template is different from a
quotation full custom design.
Factors to consider in determining your pricing . . . . .
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platform. Find out from your client, the functions desired. Custom
functionalities should increase your service charge.
Integration — Every eCommerce website requires a payment system.
Whether your client is going for ERP integration or any other third-party
payment system, it should also affect the total cost.
eCommerce Website Quotation
Rating: 4.9
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eCommerce Website
Quotation Template
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|Frequently Asked Questions
Questions about this template.
How do you write a quote from a website?
You write a quote for a website by including the costs associated with building the site (hosting, domain name, etc) and then add
an itemized list of additional services like maintenance and design
What should be included in a website quote?
Based on the needs of the client, the size and complexity of the website, and any additional factors. Your quotation should be
carefully thought out and show clients.
What is a quote in eCommerce?
In eCommerce, a price quote is a quotation sent by the seller to the customer for the provision of the good or service. Bonsai can
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With the vital role websites play in the online branding of a business, it's no
Table of contents surprise how website design is currently among the highest-selling gigs in
Wiy you imust howe an aCiomamende webelte the freela nf:ipg ma rket. Ecomr’perce websites, for instance, are ir? high
quotntion demand, giving its usefulness in the selling of products and services,
e incrfaqsing ma rketing qctivitie§, and others. All this translates fco higher
quotation design projects and a large clientele base for freelance website designers.
Factors to consider in determining your pricing  Amjd the anticipation for a new website design project, one vital document

you should have is your eCommerce website quotation. This document is a

summary of the service you are offering your potential client and your

service charges. Having this document handy and professionally crafted is

an advantage for every freelance website designer.
< Customize your eCommerce Website Quotation Template Enter your email


Editing branding settings

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Form responses

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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
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Signing a contract

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11.6 Signatures. The Client and the Designer must sign this document using Bonsai’s e-signing system. These Overview
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under this Contract, without regard to conflict of law principles of that state. tatus inalize
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This Contract is between Doe Company (the "Client") and Joe Studio, a California sole proprietorship (the "Designer").
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1. WORK AND PAYMENT.
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|Sign Contract
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Overview
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1.5 Invoices. The Designer will invoice the Client at the end of the project. The Client agrees to pay the amount owed
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outstanding amount.
1.6 Support. The Designer will not provide support for any deliverable once the Client accepts it, unless otherwise
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Scheduling

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Services

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Filtering contact templates

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Time Tracking

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