The ability to invoice your clients using a smart file provides yet another way to reduce friction for your clients and make sure you get paid with no back and forth. For individual or one-off payments, you can, of course, create a single invoice; but if you have recurring payments, subscription fees, or anything that lasts longer than a single invoice, you can create a recurring invoice instead!
Recurring invoices will automatically bill your client at the cadence of your choice—so you don’t have to remember to create and send a new invoice each time a payment is due—saving you time, and ensuring you collect payments faster and more effectively.
For your clients, the process is just as simple: they’ll either receive an invoice on the specified dates, which they can quickly pay through any device; or, for those on autopay, they’ll get a reminder before each payment processes, and a copy of their receipt.
Your account look a little different? You might have a different version of files! Check out this article for more info on recurring payments in with legacy invoices. Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!
In this article, we’ll review:
Creating a recurring invoice
2. Find or create the page where you want the invoice to go. You can:
Open your Pages menu and click Add Page. From here, you can start from a blank page, then add an invoice & pay block; or add pages of an existing smart file template that contain an invoice & pay block
Add the invoice & pay block to an existing page
PLEASE NOTE: Adding an invoice will add just that—an invoice—and it will also add a payment page to your smart file!
3. Click the outline of the invoice block to open the invoice settings, then make sure to toggle the recurring setting on.
4. Edit your invoice as necessary. You can:
5. Click the payment schedule below the invoice to edit the recurring invoice settings.
PLEASE NOTE: The option to turn on a gratuity field is not currently available for recurring invoices.
6. Select the invoice frequency. You can set invoices to recur:
Weekly: select any day off the week to repeat the invoice
Monthly: select a day of the month to repeat the invoice
Yearly: select a month & day to repeat the invoice
Custom: choose a custom cadence (e.g. every 2 weeks on a Tuesday, every 3 months on the 15th, etc.)
PLEASE NOTE: Due to the time bank transfers take to process, the interval between invoices that can accept bank transfers must be 10 days or more.
7. Set the due date for the first invoice.
8. Choose an end date (if necessary). You can select:
Never: no end date (though you can always pause or cancel manually!)
On: recurring invoice will end on the selected date
After: recurring invoice will end after the selected number of invoices have been sent
HoneyBook Tip: Below the settings, you’ll find more information on this recurring invoice, including the next invoice date, the final invoice date (if applicable), and the total number of invoices (if applicable).
You can also click Preview to see the full list of upcoming, sent, and paid invoices.
When you’re ready, you can send it off to your client! Here’s what they’ll experience with recurring invoices.
Editing a recurring invoice
If you’ve already sent your recurring invoice but need to make some changes, never fear—you can edit, even if your client has already made a payment!
To edit a recurring invoice you've already sent:
1. Find the smart file containing the invoice, and click to open. You can search using the search bar, or locate the smart file from within the project’s Activity or Files tabs.
2. Click Edit file.
3. Make any necessary updates to the invoice (and/or other elements of the smart file). You can change the payment amount for future payments, change the schedule moving forward, etc.
HoneyBook Tip: Click Preview to view all completed and upcoming invoices.
4. When you’re ready, click Publish Changes.
5. Email your client to alert them to the updates. They’ll see the adjustments next time they open the smart file, and will be prompted to accept the changes before they proceed.
Pausing, resuming, or cancelling recurring invoices
If life (or a client) throws a curveball that requires you to pause a recurring invoice, not to worry—it’s easy to pause or resume recurring invoices at any time. You can, of course, stop them entirely, too!
To pause a recurring invoice:
1. Click to open the smart file, then click Stop Recurring under the recurring invoice summary section.
2. You’ll be prompted to email your client to alert them to the change. Make any necessary edits to the email text, then click Send and Pause Recurring.
Your client will still be able to review the smart file and take action on the next upcoming payment, but will not receive any further invoices from this smart file (unless you resume it again!).
To resume a paused recurring invoice:
1. Click to open the smart file, then click Resume Recurring in the invoice summary section.
2. Review the payment settings for the recurring invoice, as they might need adjustments after a pause.
3. Click Publish Changes when you’re ready.
4. You’ll be prompted to email your client to alert them to the change. Make any necessary edits to the email text, then click Send & Publish.
To cancel a recurring invoice:
To cancel a recurring invoice, you will need to expire the smart file containing that invoice.
Once a smart file is expired, your client will be able to view it, but not take any action. Expiring will also stop any automatic payments, cancel any future payments not set to autopay, and stop payment reminders.
Remember that you can click Preview when setting a smart file's expiration to check out what your client will experience!
Using services with recurring invoices
If you’ve created a services block that allows (or requires) your clients to make a service selection, including a recurring invoice on a subsequent page of the smart file will dynamically pull in your client’s selections and automatically calculate the total amount for the recurring payment!
Smart files that contain selectable services and an invoice will automatically include this dynamic section of the invoice (no need to add it manually), even if you began with an invoice template.
Client experience with recurring invoices
Your clients’ experience with the initial recurring invoice will be nearly identical to their experience with single invoices. They’ll simply review the smart file, input their payment information, and submit their payment.
PLEASE NOTE: If a client inputs payment information before the initial payment due date, the first payment will process on the day the information is added, not on the first invoice due date. Following payments, however, will only be able to occur when the next invoice is due.
For subsequent invoices, your client will receive automatic email reminders that a payment is coming up—and will also be prompted to pay with a link to the smart file — or, if the client has set payments to autopay, they’ll be notified via email when their payment processes.
Your client will be able to:
Review past invoices
Pay via credit card or bank transfer (depending on the settings you chose)
Change their own bank or credit card information
Turn on autopay for themselves
Your client will not be able to:
Make a payment early
Change, pause, or cancel their own recurring invoice (they’ll need to reach out to you to make any adjustments)
Want to learn more?
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!