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 cannot |
✓ 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, 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 |
X You cannot 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/services)
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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
Here, you can adjust:
Invoice type: Set the invoice type and payment cadence (standard or recurring) (invoice page only)
Payment method: Set which payment methods you’ll accept (credit card, ACH bank transfer, or both)
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
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 are not 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!