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Edit your clients' payment method options

Adjust whether your client can use credit cards and bank accounts to make a payment to your invoices

Updated over 2 weeks ago

HoneyBook allows you to offer several payment options to your clients, so you can decide what works best for your business. Payment settings can be set on the template level, or adjusted on a file-by-file basis when sharing a smart file with a client.

You can:

You can't:

  • Create any payment schedule (payment amounts and due dates) that works best for you and your business

  • Send a standard or recurring invoice

  • Allow clients to pay by credit card, ACH bank transfer (U.S. accounts only), or both

  • Choose if clients can add gratuity to their payment or not

  • Require clients to opt in to automatic payments, or just keep it as an option

  • Let clients make custom, partial payments toward the grand total

  • Opt for your clients to only use credit card payments or bank transfers when they’re making a payment

  • Set up a late fee percentage between 1–10%

  • Place a hold on a client's card for services, damages, or cancellations. Instead, consider collecting a deposit and setting a reminder to refund following the event or service.

  • Turn off payments through HoneyBook

  • Create an invoice without the option of ACH bank transfer or credit card payments

  • If you’re based in Canada, allow clients to pay by ACH bank transfer

  1. From within the smart file you've created, either:

    • Navigate to the invoice page, then click the outline of the invoice block to open the settings sidebar > Set payment options

    • Navigate to the payment page, then click the outline of the payment block to open the payment settings

  2. Here, you can adjust:

    1. Invoice type: Set the invoice type and payment cadence (standard or recurring) (invoice page only)

    2. Payment method: Set which payment methods you’ll accept (credit card, ACH bank transfer, or both)

    3. Client can add a tip: Allow your client the option to add gratuity/tip, then select if this option will be turned on for all payments, or just the last payment

    4. Client must use Autopay: Automatically charge clients on the due dates set in the payment schedule

      • You can toggle required autopay on, which will require clients to opt in to autopay before they’re able to submit payment to you

      • If toggled off, clients won’t be required to opt in to automatic payments, but they’ll still have the option to

📣 Note

At the moment, ACH bank transfers aren't available for Canada-based members.

When your client receives the file and proceeds to the payment options, they'll now be able to make their payment using whatever settings you saved. Here's what the process looks like for them.

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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