While the easiest way to get paid is directly through HoneyBook, you can still track payments received outside the platform, such as cash, check, or other offline payment methods. This helps keep your invoices, reports, and bookkeeping records accurate.
This article explains how to mark an invoice payment as paid after the file has been sent to your client. HoneyBook doesn’t support PayPal, Venmo, or personal Stripe accounts, so any payments received outside HoneyBook must be recorded manually to reflect the correct payment status.
📣 Note
You can only mark a payment as paid when the invoice uses a Preset plan in the payment plan settings. This option isn’t available if the invoice is set to Client selects plan.
Mark an invoice payment as paid
Use the search bar to find and open the smart file you need to adjust, or select Activity or Files in the project workspace
Look for the "Invoice" section in the smart file
Select the payment you want to mark as paid > Mark as paid
Select the payment method and date > Mark as paid: $[payment amount]
The payment will now show as "Deposited" in the smart file's action summary
For bookkeeping purposes, if you’re using the HoneyBook and QuickBooks integration and receive a payment outside of HoneyBook, manually marking the payment as paid allows QuickBooks to match the transaction in your bank feed when applicable.
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!