The ability to easily Invoice clients is a crucial part of running a business — and, fortunately, something you can do right through HoneyBook! Our Invoice file includes a list of services/prices and a payment schedule, and allows your client to seamlessly make their payment online.
There are several elements involved in Invoice creation, including:
Creating Invoice Templates in advance, to save yourself time and effort.
Creating the Project that requires an Invoice.
Customizing the file's header to fit your brand.
Personalizing the email that you send with the file.
PLEASE NOTE: There is not currently a way to turn off the ability to accept payments through Invoices. If you need to send a file without accepting a payment, try a Brochure, Contract, or another file type!
To send an Invoice:
1. Find or create the Project that requires an Invoice, as Invoices need to be associated with an existing Project.
Find a Project: search via the search icon in the top left corner of your Home page, or select the Projects tab to review your full list of Projects.
Create a Project: learn how here.
2. Once in the Project's Workspace, click the New File button.
3. Select Invoice from the file menu.
4. Choose to start with a blank Invoice, a recently used Invoice, or an Invoice Template.
HoneyBook Tip: Changes you make to this file will only save here. If you started with a recent Invoice or Template, the original files won't be affected!
5. Customize your file header (file name, background image, and more) — you can learn how here.
6. In the Items section, click Add New Item to choose some services. You can:
Select a Package Template, if you've created some (if not, here's how!)
Choose a recently used Item
Add a brand new Item by typing in an Item name, then clicking the Add (+) button (this will also add these items to your Item Bank, for easy selection in the future!)
7. Edit the details for each Item or Package by clicking on the field you'd like to update: name, quantity, price, tax rate, etc.
HoneyBook Tip: You can also rearrange the order of Items: the 6-dot Icon that appears on the left side of the Item indicates a drag-and-drop!
Optional: Apply a discount (either a dollar amount, or a percentage of the Invoice total) by clicking Add Discount and entering your preferred amount.
Optional: If your client has a gift card to redeem, click Enter Code in the Gift Card line item of the totals section, then enter the gift card code. This will deduct the value of the gift card from the Invoice total.
8. In the Schedule Payments section, customize your payment amounts and due dates. Learn more about editing payment schedules here.
9. Click the Client View button in the top right corner to preview what your client will see, or just click Next: Review Email to proceed.
10. Review your email subject line and body, and make any edits you'd like. Learn more about editing your emails here.
11. Click Send! HoneyBook will send the email and Invoice right to your client(s).
PLEASE NOTE: If you've added multiple participants to your Project but you only need to send the Invoice to one (or a certain subset of the participants), you can create a related Workspace within your Project to do so!
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!