Issuing a refund in HoneyBook is fee free. For payments that have already been processed to your linked account, HoneyBook will charge your account for the exact amount of the refund.
There are two ways to give a refund: through the project workspace or through the Payments screen.
Some things to keep in mind:
Always issue a refund before making any changes to the services or payment schedule. Once the refund is given, HoneyBook will automatically adjust the payment schedule for you.
All refunds are done through bank transfers. They can't be processed using a credit card. If you're not able to add an account for any reason, contact Support for help with your refund.
Refunds are issued directly back to the client's original payment method within 7-14 business days.
Issue a refund from the project workspace
1. Find and open the file that holds the payment you want to refund by using the search bar or accessing the project workspace's Activity or Files tabs
2. Look for the Invoice section in the file's Action Summary
3. Find the payment you want to refund > select the triple-dot icon > select Refund a custom amount
a. If the payment was processed outside of HoneyBook, choose Mark as refunded instead
4. Enter the amount to be refunded
a. If you don't refund the entire payment now, you can come back later and refund the rest
5. Select Refund Now
a. If this is your first time giving a refund, select Connect Bank Account and follow the instructions (you can use the same bank account you use to receive payments, but it won't automatically appear here)
b. If you have given refunds before but want to use a different bank account, choose Use a Different Bank Account
Your client should see the full refund (the entire amount they paid) back in their account within 7-14 business days. This is also the time when you should edit the services or payment schedule in the smart file now that the refund has been sent.
📣 Note
All refunds are done through bank transfers. You cannot use a credit card to give a refund. If your bank account for refunds was not accepted for any reason, contact Support by selecting the Question Mark icon for help giving a refund to your client.
Issue a refund from the Payments screen
You can also give a refund while reviewing all of your paid payments.
From the top menu, select Finance > select Payments
Select the payment you want to refund
Under the payment's Total, select Issue Refund
Enter the amount to be refunded
If you don't refund the entire payment now, you can come back later and refund the rest
Select Refund Now
If this is your first time giving a refund, select Connect Bank Account and follow the instructions. You can use the same bank account you use to receive payments, but it won't automatically appear here
If you have given refunds before but want to use a different bank account, choose Use a Different Bank Account
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!