When reminding a client to complete a payment, it can be tackled automatically by HoneyBook or handled manually by you.
Set up automatic payment reminders (Web)
Automatic reminders help you stay on top of payments without needing to follow up manually. You can also personalize the message to match your tone.
To enable automatic payment reminders:
From the navigation menu, select Settings > Company settings
Select the Preferences tab
In the Payment reminders section, turn on the reminders you want to send automatically
To customize a reminder, select Edit email next to it
When you’re done editing, select Save
📣 Note
All reminders (except for Recurring/Autopay) are only for standard invoices (e.g., Overdue +7 reminder). To send reminders for recurring invoices, turn on the Recurring/Autopay reminder.
Notes about automatic payment reminders
Notes about automatic payment reminders
By default, all automatic payment reminders except milestone based due dates will be turned on
You can customize which automatic payment reminders are sent by toggling each one on or off
You can customize the text of automatic payment reminders
Automatic payment reminders will be sent only for booked files (contract signed and/or payment made)
All payment reminders, except for recurring/autopay, will be sent to all client and collaborator project participants. Recurring/autopay reminders will send only to the client whose card is on file
If your invoice and contract are contained in the same smart file, automatic payment reminders cannot be sent if the invoice comes after the contract.
Manually send payment reminder
You can send manual reminders from both web and mobile. This is useful if you want to send a one-off reminder or if automatic reminders are turned off.
On web
Use the search bar to find the relevant file or go to Projects and select the project
Open the file that contains the payment
In the Action Summary section, locate the payment
Select the three-dot icon > View payment details
In the Payment reminder emails section, select Send reminder now
The reminder will be sent to all project participants. If you only want certain participants like only one of the clients in the project, create a related workspace.
On mobile (iOS & Android)
Open the project:
Search using the search icon, or
Select it from the Projects tab
Go to the Files tab
Open the smart file containing the payment
Under Action Summary, tap the three-dot icon
Tap Send payment reminder
The reminder will be sent immediately to all project participants.
Notes about manual payment reminders
Notes about manual payment reminders
You cannot customize the message at the time of sending a manual reminder. The email content is based on your saved templates:
Before due date → Upcoming reminder
On due date → Due date reminder
After due date → Outstanding reminder
To edit reminder content:
Go to Settings > Company settings > Preferences
Update the corresponding reminder email
Recipients:
Standard reminders go to all clients and collaborators on the project
Recurring/Autopay reminders are sent only to the client with a card on file
Smart file limitations:
If your invoice and contract are in the same file, reminders can only be sent if the invoice comes before the contract
If the invoice comes after the contract, no reminders (manual or automatic) can be sent
Only one payment reminder can be sent per day. If you send a manual reminder, any scheduled automatic reminder that day will not send.
If the file hasn’t been booked (no signed contract or payment made), you can’t send a reminder. You can reshare the file instead.
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!