Here are three steps to take in HoneyBook to process a project cancellation.
Step 1: Issue any refunds
Depending on the contract you and your client signed, they may be entitled to a partial or full refund. Review your contract language and proceed with the required refunds.
Step 2: Send a cancellation amendment
If your client already signed a contract, you'll likely want to create and send a cancellation amendment. This amendment should:
Terminate all agreed upon obligations between both parties
Address the project changes
Address what's expected to happen with any fees/retainers that have already been paid or that are outstanding
📣 Note
All businesses, projects, clients, and situations are different. Check with a lawyer to confirm the best procedure for the specific situation you encounter.
Step 3: Archive the project
To make sure you continue to have a a record of this project, archive the project instead of deleting it entirely. Archiving a project will:
Stop clients from receiving any automated messages, such as payment reminders
Stop any automated payments
Expire all files within the project
You and your client will still able to access the expired files, but no further action can be taken on them
Remove the project from the active stage of your pipeline
Archiving a project does not delete the project, file, payment, or client information. Outstanding payment information will be removed from your Bookkeeping section, however, any completed payments will still be tracked in both your Bookkeeping and Reports.
All archived projects are available in the Archived stage of your pipeline, and you can un-archive a project at any time.
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!