While the easiest way to get paid is directly through HoneyBook, you may occasionally receive payments outside the platform—such as cash, check, or other offline methods. In these cases, you can manually mark payments as paid to keep your invoices, reports, and bookkeeping records accurate.
📣 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. To enable the 'Mark as Paid' option, switch to a Preset Plan.
Mark an invoice payment as paid
Use this method if the smart file has already been sent to your client.
Open your project files.
Open the file containing the invoice you want to Mark as paid.
Scroll to the Invoice section.
Click the â‹® icon to the right of the invoice status.
Click Mark as paid.
Confirm the client's payment method, date, and amount.
Click Mark as paid.
The payment will now appear as Deposited in the 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.
đź“Ł Note
If you don't see the option on a payment to Mark as paid, ensure you don't have a payment before it that isn't paid. Invoices can only be paid in order.
Mark a payment as paid on a drafted smart file
If a client has already paid before you finalized your smart file, you can still record that payment.
Open your project files.
Open the draft file containing the invoice you want to Mark as paid.
Scroll to the Payment Plan section.
Click the â‹® icon to the right of the invoice status.
Click Mark as paid.
Confirm the client's payment method, date, and payment amount.
Click Mark as paid.
Click Share in the upper-right corner, enter or confirm your client's info, and click Send.
Your client (and any collaborators) will receive the updated file with the payment marked as completed.
How to reverse a payment marked as paid
If you manually marked a payment as paid and need to undo it, you can reverse the action at any time.
Open your project files.
Open the file containing the invoice Marked as paid that you want to change back to unpaid status.
Scroll to the Action Summary section.
Click the â‹® icon to the right of the invoice status.
Click Undo mark as paid.
Confirm by selecting Undo $.
đź“š Tip
Reversing a payment marked as paid won't send an email to your client.
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!