Payments and Bank Info

Setting up your account to get paid, managing client payments, and tracking the' status of payments

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31 articles in this collection
Written by Marika Tabilio
Managing Client Payments

Your clients' payment options in HoneyBook

Easily accept credit card and bank transfer payments
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Written by Marika Tabilio
Updated over a week ago

Editing clients' payment options

Update payment settings—such as payment type, gratuity options, and auto-pay—within Invoices or Proposals
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Written by Marika Tabilio
Updated over a week ago

Recurring payments: set-up and FAQ

Learn how to set up automatic monthly payments in HoneyBook—and make your life easier!
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Written by Marika Tabilio
Updated this week

Cancelling a recurring payment

How to stop any future recurring payments from processing
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Written by Marika Tabilio
Updated over a week ago

Turning gratuity on or off

How to allow your clients the option to add a tip to their payments
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Written by Marika Tabilio
Updated over a week ago

Turning off auto-pay on an Invoice or Proposal that's been sent

How your client can turn off automatic payments on Invoices or Proposals that are already live
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Written by Marika Tabilio
Updated this week

Can my client edit their credit card for future payments?

How your client can update a credit card they're using for auto-pay or manual payments
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Written by Marika Tabilio
Updated this week

Can I have my client pay the transaction fee?

Understanding what's possible with processing fees for credit card and bank transfer payments
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Written by Marika Tabilio
Updated over a week ago

Sending payment reminders

How to set up automated payment reminders for your clients
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Written by Marika Tabilio
Updated over a week ago

Turning payment reminders off or on

How to adjust the setting for automatic payment reminders
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Written by Marika Tabilio
Updated over a week ago

Marking payment as paid: payment received differs from payment schedule

How to mark a payment as paid when the payment amount is different than listed in the payment schedule
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Written by Marika Tabilio
Updated over a week ago

Marking payment as paid: client paid outside of HoneyBook

How to record a payment you received in cash or check outside of HoneyBook
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Written by Marika Tabilio
Updated over a week ago

Marking payment as paid: file in draft mode

How to manually record a payment as paid when the file is still in draft mode
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Written by Marika Tabilio
Updated over a week ago

Reversing a payment marked as paid

How to undo or edit a payment you marked as "paid"
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Written by Marika Tabilio
Updated over a week ago

Booking in person

How to use HoneyBook to book a client in person
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Written by Marika Tabilio
Updated over a week ago

Issuing a refund

Use HoneyBook to issue full or partial refunds to your clients
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Written by Marika Tabilio
Updated yesterday