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Migrate Client Billing to Bonsai

Transition your clients to Bonsai to take advantage of a suite of freelancing tools, including invoicing, recurring payments, and much more.

This video features an old UI. Updated version coming soon!

We’ve partnered with Bonsai to offer Webflow customers a free one year subscription to Bonsai’s Workflow plan (normally $19 per month) – with a 50% off lifetime subscription afterwards. 

Note: This offer is only available to new Bonsai customers and Webflow customers who were using Client Billing before April 2022.

In this lesson, we’ll cover everything you need to migrate your clients to Bonsai: 

  1. How to create a Bonsai account
  2. How to set up a project and invoice in Bonsai
  3. How to delete Client Billing
Important: Before proceeding with the following steps, we recommend that you reach out to your clients to let them know you’re migrating your payment platform from Webflow to Bonsai. Communicating these changes ahead of time will help your clients know what to expect and prevent misunderstandings in the future. 

How to create a Bonsai account

  1. Visit the Webflow + Bonsai sign-up page to claim your Bonsai Workflow plan with the special discount offer for Webflow customers who used Client Billing
  2. Use the same email address associated with your Webflow account for sign-up
  3. Fill out your information according to the on-screen prompts
  4. Select Create an invoice as your final sign-up step to redirect you to your Bonsai dashboard
  5. Select the Payments tab from the left-hand menu in your Bonsai dashboard under Invoices
  6. Choose a payment method (e.g., Bonsai Payments, Stripe, or PayPal) according to your preferences and region
  7. Click Add New Account under Payout Destination
  8. Choose “debit card” or “bank account” as your Payout Destination and enter your payment information
The final step in Bonsai’s sign-up process asks, “What do you want to do first?” The mouse points to “Create an invoice.”
Bonsai’s Payments tab provides the option to “Add New Account” under Payout Destination.

How to set up a project and invoice in Bonsai

When you migrate your clients to Bonsai, you can add them individually, or import them directly into Bonsai with a comma separated values (CSV) file. Then, you can create new projects (e.g., The Platinum Store’s website) and create and customize invoices on a schedule that works for you and your client.

Add clients 

To add clients to Bonsai individually: 

  1. Open your Bonsai dashboard
  2. Select the Clients tab from the left-hand menu
  3. Click New Client to add a new individual client and enter their information
The “New Client” button is highlighted to indicate how to create a new client in Bonsai’s Clients tab. 

Import clients

To use CSV import to add multiple clients to Bonsai simultaneously: 

  1. Open your Bonsai dashboard
  2. Open the Account dropdown menu in the top right and click Settings
  3. Click the Integrations & Data tab and scroll down to the Account Data > Import Data section
  4. Choose Clients from the dropdown for the type of data you want to import
  5. Click Download a CSV template for importing Clients data to download a template with supported fields for your CSV data 
  6. Open the CSV template in any spreadsheet software (e.g., Google Sheets, Microsoft Excel, or Numbers)
  7. Enter the names and email addresses (and, optionally, company name) of each of your clients within the CSV template
  8. Download your spreadsheet in CSV format
  9. Return to Bonsai’s Account Data > Import Data page and upload your CSV file
  10. Match your CSV file headers (e.g., Name, Email) to Bonsai’s data structure and click Upload
The link to “Download a CSV template for importing Clients data” is highlighted on Bonsai’s “Import Data” screen.
A sample “Clients from Webflow” spreadsheet. The menu option File > Download > Comma Separated Values (.csv) is selected to export in CSV format.
The “Upload a CSV to import” section is highlighted and a CSV file has been added for import on Bonsai’s “Import Data” screen.
After importing a CSV file, Bonsai’s “Import Data” screen requires you to match your file headers to their data structure. 

Create a project

Once your clients have been imported, you can create Bonsai projects for each of your Webflow sites to keep your invoices organized.

To create a new project in Bonsai: 

  1. Open your Bonsai dashboard
  2. Click the “plus” icon in the top right corner of the left-hand menu, then click Add Project
  3. Choose the client associated with this project from the Client dropdown
  4. Give your project a name (e.g., The Platinum Store’s website)
  5. Choose the currency that matches the invoice you send to your client
  6. Click Create Project to save your new project
Pro tip: To keep your invoices organized, we recommend giving your Bonsai project the same name as the corresponding Webflow site.
Bonsai’s “Create New Project” screen provides options to enter a project name and choose a client and currency.

Set up an invoice

Bonsai allows you to create single invoices from scratch or automate recurring invoices to provide a seamless and efficient experience for both you and your clients.

Note: Check out Bonsai’s documentation to choose the invoice type that’s right for you and your clients.

To create an invoice: 

  1. Open the Bonsai dashboard and choose your new project from the Projects section of the left-hand menu column 
  2. Open the Invoices tab, then click the “plus” icon inside to create an invoice
  3. Choose the appropriate Invoice Type (e.g., Single, Recurring, Subscription, or Bundled)
  4. Choose your invoice frequency from the dropdown menu next to Invoice Type 
  5. Choose an Invoice Until option and click Create Invoice to redirect you to a preview of the invoice you’ve just created 
  6. Add any items (e.g., site hosting, design changes, etc.) and associated rates you’d like to include as an itemized list in your invoice, and adjust the invoice as needed for you and your client
  7. Choose to send your invoice to your client Now (e.g., send now) or Schedule Later (e.g., send at a future specified time) 
Bonsai’s “Create an invoice” screen provides options for invoice type and frequency, and when to stop invoices.
An itemized list of services and their related costs within Bonsai’s invoice creation screen.
Bonsai’s invoice creation screen provides options to “Schedule Later” or “Send Now.”
Pro tip: To see what else you can do with Bonsai, or for any troubleshooting support you may need, check out Bonsai’s FAQ site

How to delete Client Billing

Once you’ve moved all your clients’ information to Bonsai and have set up payments for your sites, you can cancel Client Billing for the Webflow site to ensure your clients aren’t double-charged.

Important: Before you delete Client Billing from your sites, we strongly advise you to download your past invoices and make note of their billing frequency (e.g., monthly or yearly) and billing cycle dates. Once Client Billing has been deleted, these invoices cannot be recovered.

How to download Client Billing invoices

  1. Visit Account Settings > Billing Tools and click name of the site you’d like to remove Client Billing from
  2. Go to the Site’s settings > Billing tab
  3. Scroll down to the Client Billing section 
  4. Click Get invoice > Download PDF to download an invoice from the Past invoices area
The Billing Tools tab of Webflow Account Settings shows a list of Current Clients with their names and corresponding sites.
The Billing tab of Webflow Site Settings. “Get Invoice” is highlighted within the Client Billing section.

How to delete clients

You can cancel Client Billing for any individual site from your site’s Billing tab by deleting the associated client. Once you delete the client, the site will remain published (no downtime), but the hosting subscription will transfer to the credit card on file for your account. 

Note: You will need to repeat these steps for each site connected to Client Billing.

To delete the client: 

  1. Click the Account dropdown menu in the top right of your Webflow Dashboard
  2. Visit Account Settings > Billing Tools tab and click the name of the site you’d like to remove Client Billing from
  3. Go to the Site’s settings > Billing tab
  4. Scroll down to the Client Billing section
  5. Click the “pencil” icon to edit the Client Billing settings
  6. Scroll to the Charge Summary section
  7. Click Delete Client to open the confirmation modal
  8. Click Delete customer to confirm
he Billing tab of Webflow Site Settings. “Edit” is highlighted within the Client Billing section.
The “Delete Client” button is highlighted in the Charge Summary within a Webflow site’s Client Billing settings.
The “Delete Customer” confirmation screen within Webflow’s Client Billing settings provides the option to delete customer or cancel the action.

How to delete your Client Billing account

After you’ve canceled Client Billing on all your sites, you’ll need to delete your Client Billing account. You can also delete your Client Billing account if you haven’t yet added any clients.

Important: You must cancel Client Billing on all sites that use it, or you will not be able to fully delete your Client Billing account. Please also keep in mind that deleting your Client Billing account will also remove access to Client Billing invoices, payouts, and profit details. If you have pending profit payouts, refunds, or other open issues in your Client Billing account, please wait until these are resolved to delete your account. Additionally, to ensure you don’t lose track of any important billing records, we recommend that you download all invoices for your sites with Client Billing and make note of the billing frequency for each site before canceling Client Billing on your projects.

To delete your Client Billing account: 

  1. Click the Account dropdown menu in the top right of your Webflow Dashboard
  2. Visit Account Settings > Billing Tools tab
  3. Scroll to the bottom of the page and click Delete Client Billing account and type “DELETE” to confirm
Note: Once you’ve deleted your Client Billing account, you cannot reactivate it at a later time. 
The “Delete Client Billing Account” button is highlighted within the Billing Tools tab of Webflow Account Settings after deleting all Current Clients from Client Billing.
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