The smart file invoicing feature allows you to streamline the payment process for your clients and ensure timely payment without any unnecessary communication. Whether you choose to include additional features like contract signing, client questions, scheduling options, or just create a visually appealing invoice, this feature always simplifies the payment process for your clients.
Add an invoice to a smart file or template
The invoice and pay block will be what adds invoicing capabilities to your smart file. When you add this block to your smart file, a new page will be created that holds the payment capabilities.
The invoice page is where you create and specify the services you are charging for, along with the payment schedule. On the payment page, you can customize payment settings such as payment methods and the option for clients to add gratuity.
Add the invoice block to an existing page
To increase your chances of booking, you will not be able to add an invoice to a page that already contains a contract, services, or Scheduler.
While creating your smart file, select the large plus ( + ) button to add a new block
Select Invoice & Pay
From here, either:
Select + Start from blank > select your invoice type (standard or recurring)
Select an existing smart template to pull in its invoice
Add the invoice block to a new page
At the top of the builder, select the page icon > select Add page
From here, either:
Select + Start from blank to add a blank page > select Invoice & Pay
Select pages of an existing smart file template that contain an invoice
đź“Ł Note
An invoice page must always be added with a payment page. You cannot create a file with only an invoice page, or with only a payment page.
Add services, items, or packages to the invoice
Select the search bar in the first empty service item field to start adding:
Add existing items, services, or packages (any that you’ve sent to clients before) by selecting from the available list or typing to search for something specific
Add something new by typing in the name of the item/service > select + New
Edit the details for each item or package by clicking on the field you'd like to update: name, image, quantity, price, tax, etc.
Even though you can toggle the visibility of columns on or off by selecting the column headers, you’ll need to have columns toggled on in order to edit what you're adding
Continue adding items or services by selecting + Add an item/package]
Add sub-items by selecting the item > select Add a Sub-Item
Selecting an individual item will allow you to edit further: you can check or uncheck tax and toggle the image on and off in the right side bar; click the move icon to rearrange the order of items with drag and drop; and delete items with the trash can.
Configure the invoice's settings
Once you're happy with what the invoice holds, you'll need to adjust the invoice's settings. Learn how to update invoice settings, add tax details, and set payment options.
Customize the invoice's design
Once the settings are where you want them, it's time to set up the invoice to match your company's branding. Learn how to customize an invoice's design.
Edit the invoice's payment schedule
You're almost done. Next up, you'll edit the invoice's payment schedule (the details for how your client can pay).
In the payment schedule section, you can adjust the amount and date of each payment; add payments to the plan by selecting + Add A Payment; or remove by selecting a payment > select the trash can icon.
Amount options
Select the dollar amounts to edit the values. You can choose from:
Custom amount: the dollar value of your choice
Percentage: automatically calculate dollar amounts based on percentage of the total
Divide equally: the total invoice amount, divided equally across all payments
Due date options
Select the dates to edit the values. You can choose due dates from:
Invoice date: payment due on the date the invoice is sent
Custom date: select a fixed due date on the calendar
Smart date: due date is based on a variable such as specific number of days, weeks, or months before a project date, after a project date, or after the invoice has been sent
Mid-project payment: halfway between the day the invoice is sent and the project date
Project date: the date your project is set for. If your project has a start and an end date, this will pull in the project start date
Milestone payment: manually request payment once a project milestone is completed (e.g. completion of a deliverable). If selecting this option, be sure to enter the Milestone name
Share the smart file
The final step: send your smart file to the client so you can get what you need. Learn how to share a smart file.
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!