HoneyBook 101, Lesson 5: Sending Files & Managing Payments
Section 2:
Accepting payments in (and out of!) HoneyBook

Time for the fun part: getting paid!

In this section, we'll review:

  • Accepting payments via HoneyBook

  • Tracking payments outside of HoneyBook

Payments via HoneyBook

Through HoneyBook, your clients can make payments via credit card or ACH bank transfer (they're able to connect to thousands of banks and credit unions to do so). 

When a payment is successful, we’ll send you a few notifications: you’ll receive an email; an alert in your HoneyBook Notification Center (if you have those notifications turned on); and, if you have the app downloaded, a push notification on your mobile device. 

Then, we’ll automatically send payments to the bank account that you set up in your Bank Details! Credit card payments usually take 2-3 business days to reach your bank account, and bank transfer payments usually take 7-8 business days (since the funds need to clear your client's bank account first). You can learn more about payment processing times here.

Remember that once your client has made a payment, you can review the estimated deposit date of the payment via the Payments tab of your Bookkeeping tool; in the Payments tab of the individual Project; or in the Payment Schedule section of the file itself.


Payments outside of HoneyBook

While the easiest way to get paid is directly through HoneyBook, sometimes, clients need to pay via cash, check, or some other payment method. Fortunately, it's easy to record those payments in HoneyBook as well, making it simple to track anything coming in outside of HoneyBook both within the individual Projects and in your Bookkeeping section.

To manually mark a payment as paid:

1.  From your HoneyBook home page, navigate to the Project for which you'll be adjusting the payment.

  • You can search for a specific Project via the search icon, or click the Projects tab to review your full list of Projects.

2.  Once you've opened your Project, click the Files tab.

3.  Locate the Invoice or Proposal you'll be editing, and click to open.

4.  In the Scheduled Payment section, click the 3-dot icon next to the payment you'd like to edit.

5.  Select Mark as Paid.


6.  Select the method and date of the payment, then click Mark as Paid.


The status of the payment will now adjust to Paid, which both you and your client will be able to see! All manual payments will also be tracked in your Reports and Bookkeeping.

For more info on marking payments as paid when the file is in draft mode, check out this article!

For more information on editing a payment schedule before marking a payment as paid, check out this article!

Only one more section to go! In the last section of this course, Managing Payment Changes & Refunds, we’ll review making changes to payment schedules, including editing amounts and dates, as well as issuing refunds. 

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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