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How to send manual payment reminders using the mobile app
How to send manual payment reminders using the mobile app

How to manually send payment reminder emails within individual Projects from the iOS or Android app

Updated over a week ago

To ensure that you get paid on time, you can use the mobile app to send your clients quick reminder emails about their payments. You can manually send reminders from your iOS or Android app if you prefer to control who receives reminders and when (payment reminders can also be handled automatically).

By default, automated payment reminders are turned on and will contain pre-written email language. The content of the email will depend on when you send the reminder. For example, if the payment's due date has not yet passed, HoneyBook will send a reminder that the payment is upcoming. You can change the message or turn off the reminders when working on your computer.

📣 Note

If your invoice and contract are in the same smart file, you can only send manual payment reminders if the invoice comes before the contract. If the invoice comes after the contract, you cannot send manual or automatic payment reminders.

Manually send a payment reminder

  1. Locate and open the project in which the payment was made. You can:

    • Search via the search icon at the top of your app's home screen

    • Locate the project from the Projects tab

  2. Go to the Files tab

  3. Open the smart file that contains the payment

    1. If the file has not been "booked" (no payments have been made or the contract has not been signed), you cannot send a payment reminder

    2. In this case, you can reshare the file with your client

  4. Under Action Summary, tap the triple-dot icon > tap Send payment reminder

  5. An email will be sent immediately to all participants involved in the project

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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