When reminding a client to complete a payment, it can be tackled automatically by HoneyBook or handled manually by you.
📣 Note
Only one payment reminder can be sent per day. For example, if you manually send a payment reminder, but an automatic payment reminder would've been sent later that day, the automatic payment reminder won't get sent.
Set up automatic payment reminders
When you automate a payment reminder, you can personalize the reminders and the message within them to maintain your own tone.
From the top navigation menu, select your profile photo > select Company settings
Select the Preferences tab
In the Payment reminders section, toggle which payment reminder emails you want to be automatically sent
Edit the email message for each automatic payment reminder you turn on by selecting Edit Email
When you're done editing the email, select Save
📣 Note
All of these options except for "Recurring/Autopay" are only for standard invoices (for example, the "Overdue +7" setting). If you want to have payment reminders sent for your recurring invoices, you'll want to turn on the "Recurring/Autopay" setting.
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 a payment reminder
If you currently have automatic payment reminders turned off but would like to send one manually, or if you'd like to send a one off reminder to a client, you can do so using a manual payment reminder.
Use the search bar to find the file you want to send a payment reminder for
You can also select Projects from the top navigation menu > select the project you want to send a payment reminder in
Select the file that holds the payment you'll send a reminder for
Find the Action Summary section
Next to the payment you want to send a reminder for, select the triple-dot icon > select View payment details
In the Payment Reminder Emails section, select Send Reminder Now
From here, the payment reminder email will be sent to your project participants. If you only want certain participants (like only 1 of the clients in the project), create a related workspace.
Notes about manual payment reminders
Notes about manual payment reminders
You cannot customize the text of manual payment reminders through the send process. The email that sends will pull the payment reminder language from your preferences, based on when the reminder is being sent:
Sent before due date: Upcoming reminder.
Sent on due date: Payment due date reminder.
Sent past due date: Outstanding reminder.
If you need to edit the subject or body of a manual payment reminder, select your profile photo > select Company settings > select the Preferences tab > edit the email message for the corresponding reminder email (for example, the upcoming email if you'll send a manual reminder before the due date).
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, you can only send manual payment reminders if the invoice comes before the contract.
If your invoice comes after the contract, neither manual nor automatic payment reminders can be sent.
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!