Bonsai : Streamline Your Invoicing Process

We can all agree that Act! is a complete CRM and offers a very wide range of features. Here are some of the most important ones: Contact management, Sales Pipeline Management, Reporting and Analytics, Collaboration and Communication, Customization, Mobile Access, Integrations and more.

Let’s dig into some of them to have a clearer idea of how it can benefit you and your team. 

The instant payout feature of Bonsai allows us to pay our sales representatives or affiliates in real-time for completed sales or conversions. This feature can help to incentivize sales teams and improve cash flow for businesses by eliminating the need to wait for payment processing times.

With instant payout, sales reps or affiliates can receive their commissions or rewards immediately upon the completion of a sale or conversion, typically through an electronic payment system. This allows them to have quicker access to their earnings, which can improve motivation and morale, leading to better performance.

Overall, the instant payout feature is a valuable tool for businesses that rely on commission-based sales or affiliate marketing to drive revenue. It can help to streamline the payment process, increase sales team productivity and boost the bottom line.

The invoice templates feature of Bonsai allows us to create and customize professional invoices for our clients. This feature can help to streamline the billing process and improve client communication by providing a clear and concise breakdown of the services provided and associated costs.

With invoice templates, we can choose from a variety of pre-designed templates or create our own custom invoice format. We can add our logo, business information, and specific terms and conditions to ensure that clients have all the information they need to understand the services provided and the associated costs.

Additionally, invoice templates can be used to track and manage payments, including due dates, late fees, and payment reminders. This helps us to stay organized and avoid any confusion or misunderstandings with clients.

Overall, the invoice templates feature is a valuable tool for businesses that need to create and manage invoices efficiently and professionally. It can help to improve communication with clients, increase efficiency in the billing process, and maintain accurate records of payments and expenses.

With Bonsai's tax management feature, you can manage your finances, including invoicing, payments, expenses, and taxes. The feature allows you to create and send professional invoices, set up automated payment reminders, and track payments from customers.

You can also track expenses and categorize them for easy tracking and reporting. Additionally, the feature offers a range of financial reports that provide insights into the financial health of the business, such as profit and loss statements and balance sheets.

Bonsai's finance management feature also includes tax management tools, which help you manage your tax obligations. You can set up tax rates for different regions and automatically calculate taxes on invoices and expenses. The feature also generates tax reports, making it easy to file tax returns.

Overall, Bonsai's finance management feature is a powerful tool for businesses looking to streamline their financial processes, improve cash flow, and gain insights into their financial performance.