While the easiest way to receive money is directly through HoneyBook, sometimes clients may need to pay with cash, check, or another method. Luckily, you can still keep track of these payments in HoneyBook.

This is the process when you’ve already sent the file to your client. If your smart file is still a draft, you won’t be able to “mark it as paid” until file has been sent to the client.

1. Find and open the file you need to adjust by using the search bar or accessing the project workspace's Activity or Files tabs

2. Look for the Invoice section in the file's Action Summary

3. Select the payment you want to mark as paid

4. Select Mark as Paid

5. Select the method and date of the payment > select Mark as Paid

6. Now, the payment will show as Paid in the file's Action Summary

a. Your Bookkeeping tool, and it will be included in your reporting

For bookkeeping purposes, if you are using the HoneyBook and QuickBooks integration and receive a payment outside of HoneyBook (via cash, check, ACH, or other methods), you can manually mark the payment as 'Paid.' If the payment has been deposited or received into the bank account connected to your QuickBooks dashboard in HoneyBook, a 'match' will appear in QuickBooks under your bank feed, aligned with the corresponding transaction. Learn more about how to match HoneyBook invoice payments in QuickBooks.

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!