When a client has already paid prior to setting up your smart file, you can keep track of this payment on the file by marking it as paid. You have 2 options to track the payment this way:
If the changes you've made are no longer needed, you can delete the current draft, then mark the payment as paid
If you want to keep the changes you made to the file, you can mark the payment as paid, then resend the file to your client for their approval
Delete current draft of smart file
If you delete the current draft of the smart file, the changes you made will be lost. If you'd like to keep the changes, follow the steps in Update and share smart file.
Find and open the file that needs to be adjusted
You can use the search bar or go to the project workspace's Files tab
Select the version menu under the file's name
From here, find the draft version in the "Version history" menu, then select Edit draft
Select the triple dot icon > Delete draft > Yes, Undo Changes
Update and share smart file
You should resend the updated file only if you want to keep the changes you made.
Mark the payment as paid on the draft file
Select Update & Share
Write the email you want to send to your client (or choose an email template to use)
Your client (and others involved in the project) will receive the updated file with the payment marked as paid
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!