We'll cover how to remove or update a payment method below.
For example: If your client needs to update their card on file for a payment schedule, send them this article for instructions
Update a card on a payment schedule
Have your client open their client portal by clicking any link in any HoneyBook email you've sent them
For example: The link to a file you've sent, or the direct link to your client portal
Open the file with the payment schedule in question and navigate to the Payment page
From the Payment page, click pay in advance
This will open the payments screen
This will not automatically make a payment
From the Credit card section, click Edit
Click the trash can icon that appears in order to remove the card > Confirm*
When the client is ready, they can enter the information for the new credit card, opt back in to auto-pay (if needed), and click Pay
This will process the next payment in the schedule immediately and save the new credit card to the client's account
📣 Note*
If autopay is turned on, clicking the trash can icon by the card on file for autopay will turn autopay off. The client can opt back in to autopay when they manually make the next scheduled payment with the appropriate card, by following step 6.
Remove a previously-saved payment method
From any page, click your profile photo > select My Account
Scroll to the Manage Payment Methods section at the bottom of the page
Hover over the payment method you'd like to remove and click the trash can icon
You will only be able to manage your own payment methods here
If a payment method is currently in use for autopay, we will let you know with a pop-up message before you delete it
If you'd still like to move forward with deleting the payment method, we recommend you set a reminder for yourself to add a new payment method on your next due date to avoid any late payments, at which time you can opt back in to autopay
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!