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How to track refunds on payments made outside of HoneyBook
How to track refunds on payments made outside of HoneyBook

How to record refunds on payments that came in outside of HoneyBook

Updated yesterday

If you received a payment through a method outside of HoneyBook (such as cash, check, Venmo, PayPal, or another method) and you manually marked that payment as paid in your HoneyBook account, you can also need mark it as refunded later.

Once you've issued the refund outside of HoneyBook:

1. Open the file that holds the payment you want to mark as refunded 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. Find the payment you want to refund > select the triple-dot icon > select Mark as refunded

4. Enter the amount to be refunded

5. Select the refund method and date

6. Select Mark as Refunded

a. Once you mark the payment as refunded, you can’t make any further adjustments to it

b. The payment's status will appear as Refunded to both you and your client within the project

7. The refund will also be tracked in your Bookkeeping section

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!

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