When you're setting up a payment schedule in HoneyBook, you can, of course, choose to have your clients manually make their payments on any timeline — or, you can save yourself time and effort by automatically billing your customers on a regular basis! 

Recurring payments are perfect for contracts that have your client paying a fixed amount each month, such as those that include a retainer or a subscription plan. This feature will automatically bill your client on your selected date each month, so you don’t have to remember to regularly invoice — saving you time, and ensuring you collect payments faster and more effectively.

For your clients, the process is just as simple: they won't need to repeatedly approve new Invoices, instead just approving the recurring payment schedule once. Everybody wins!

In this article, we'll review:

Setting up recurring payments

1.  Create your Proposal or Invoice, or if you're editing a file, navigate to the Project that contains the file to which you'd like to add recurring payments.

2.  Scroll down to the Payment Plan / Scheduled Payment section.

  • The payment plan will default to a Scheduled Payment, unless you have selected a template or recent file that already had a recurring payment set.

3.  Click Recurring to switch the payment schedule to recurring payments.

4.  Click the Date field to adjust when you'd like the billing to begin, and set an end date for the payments if you'd like.

  • Subsequent monthly payments will occur on that same day of the month, every month.

PLEASE NOTE: Recurring payments must be submitted either via credit card or ACH bank transfer, since at this time, the option to manually mark a payment as paid for an out-of-HoneyBook payment is not available for recurring payments.

What’s the experience like for my client?

When you send a recurring invoice, your clients will need to accept the recurring payment before entering their desired method of payment (credit card or bank account). Once they’ve entered their payment information, the charge will process within one business day following the payment due date.

After the first payment has been made, your clients will get a reminder every month, one day before payment is due, after which the payment will be automatically charged on the recurring payment date. 

Your clients will not have the ability to change the due date or amount — you're in control of that — but they’ll have the ability to change the credit card on file at any time.

When do recurring payments process?

If a client has already saved their payment information, payments will process within 24 hours of the payment due date — generally, you should see that the payment has been processed by the following morning.

If a client hasn't saved payment information and their payment becomes overdue, the payment will process within 24 hours of payment info being added.

How can my client edit their credit card on file?

If your client wants to change the payment method at any point, they can access their file through any of the previous emails you’ve sent them. 

Once in the file, they can scroll down to the Payment Plan section and click the 3-dot icon to the right of the payment, which will give them the option to change their payment method.

What if my client didn’t approve the payment and the first due date has passed?

The payment will not process if the client hasn't approved the recurring payment plan. 

Once they have approved and added their payment information, the overdue payment will process within one business day.

Can my client cancel a recurring payment?

If your clients want to cancel recurring payments, they’ll need to reach out to you. You can expire the file that includes the payments to prevent any future payments from processing.  

What do the payment statuses mean?

There are two statuses you may see:

  • Upcoming: a payment that’s part of the recurring payment plan, but hasn’t been paid yet. 

  • Paid: a completed payment. For these, you have the option to view the payment receipt, print the receipt, or refund the payment.

How do recurring payments show up on my bookkeeping and reports tabs?

The next scheduled payment will show as Upcoming and charged payments will show within the Paid Payments section. 

Can I edit the payment cadence or amount after the payment is set?

At the moment, you can only set monthly recurring payments.

It's currently not possible to edit the amount of the payment after the original Invoice has been sent, but you can change the amount by stopping the payments and sending a new file with the desired amount.

Can I charge my client on the last day of each month?

Sure! If you will set the payment date for 31st of the month, the payments will go through on the last day of every month — whether that's the 28th, 30th, or 31st of a month.

Why is my client's payment still marked as "overdue" if they already made their payment?

If a client hasn't saved payment information and misses their payment due date, this will move their payment to the overdue state. Once the client adds their payment info and submits the payment, it will process within 24 hours and the overdue status will remain until it processes.

If your client added payment info for a recurring payment and it has not processed or moved out of the overdue state after 24 hours, please reach out to our Concierge team for help! Click the Question Mark icon on any HoneyBook page.

Want to learn more?

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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