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Set up your account to get paid

Get your HoneyBook account set up to get paid, learn about tracking your payments, and find out what you should do next.

Updated over a week ago

Getting paid through HoneyBook means you can keep every part of your business in one place, with no need to handle payments or track down clients on the side. Both you and your clients win here: your business gets more efficient, freeing up time to do what you like most; and your clients get a sleek, professional booking experience, inspiring trust that you’ll treat them right.

To get paid, though, there’s some steps you’ll take in your account:

  1. Set up your security phone number (to help keep your account safe)

  2. Enter your bank and business owner details (so HoneyBook knows where to send your money)

  3. Set up instant deposit (so you can get your money faster)

  4. Find where your payments are tracked (so you can see their statuses)

Once you’re done with these, you’ll get some next steps to learn how to create an invoice so you can get paid and turn on payment reminders so you don’t have to manually track down clients.


1. Set up your security phone number

To keep your account and your money safe, you’ll want to set a security phone number. HoneyBook will send a code to this phone number any time someone wants to update your bank account info or your personal account info.

Your security phone number is set in your account settings. Learn how to set your security phone number.


2. Enter your bank details

Supplying your bank and business owner details lets HoneyBook know where to send your money. If you’re already receiving payments and haven’t entered those details yet, the funds will sit safely with HoneyBook until you let us know which bank to send them to.

Your bank and business owner details are set in your company settings, under the Bank Details tab. Learn how to enter your bank details.

Note

If you have an Employer Identification Number (in the US) or a Business Number (in Canada), you’ll want to have that available when you enter your bank details.

What to know about payment processing

Before you move on to setting up instant deposits, you’ll want to know a bit about payment processing through HoneyBook. First off, whether your client pays with a credit card or a bank transfer (when your client connects a bank account) changes the transaction fees and the payment processing time of your payment. Generally, bank transfers have a lower transaction fee but take longer to process.

📚 Tip

Learn more about payment processing times and the exact transaction fee for each payment method, like how they differ depending on the client payment method. If you set up instant deposits, though, you’ll usually get your money within a day! Learn more about instant deposits in the next section.


3. Set up instant deposit

Setting up instant deposits gives you access to your funds typically within 24 hours instead of needing to wait up to 8 business days. This works by adding a debit card to your HoneyBook account, which is where HoneyBook will send the transfer.

📚 Tip

If you want to use instant deposits, there is an additional 1% processing fee (min $5 USD), and is only available when your client pays via credit card.

You’ll have total control over whether HoneyBook will instantly deposit funds for each payment, or can turn it on for all eligible payments. Learn how to set up instant deposits.


4. Track your payments

When payments start coming in, you’ll get notified via email and in HoneyBook. You can track a payments path from Upcoming (when the payment is requested) to Paid (when you’ve received the payment, everything in between, and if there was an issue with the payment.

To track your payments, select Tools from the top nav menu > select Payments. Learn more about the different payment statuses.


Next steps

Now that your bank details are added and instant deposits are turned on, payments you receive will now begin transferring to the bank account you linked. Here are some next steps to keep your onboarding going:

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!

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