If you receive a payment outside of HoneyBook — through cash, check, Venmo, PayPal, or another method — you can manually mark the payment as paid in HoneyBook to keep your records accurate. From there, you can also mark it as refunded or reverse it entirely if needed.
Mark a payment as refunded
If you process a refund outside of HoneyBook for a payment that was originally made outside of HoneyBook, you can record it in HoneyBook to keep your records up to date.
📣 Note
You can only mark a payment as refunded if it was originally made outside of HoneyBook. If the payment was made through HoneyBook, you'll need to process the refund through HoneyBook instead.
How to mark a payment as refunded
Open the file that holds the payment using the search bar or the project workspace's Activity or Files tabs
Look for the Invoice section in the file's Action Summary
Find the payment > select the three dot icon > select Mark as refunded
Enter the amount refunded outside of HoneyBook
Select the refund method and date
Select Mark as Refunded to confirm
Once marked as refunded, no further adjustments can be made to that payment. The payment's status will appear as Refunded to both you and your client, and the refund will be tracked in your Bookkeeping section.
Reverse a payment marked as paid
If you manually marked a payment as paid and need to undo it, you can reverse it at any time.
Use the search bar or select Projects from the navigation menu to find the project
Open the smart file's File Summary by selecting it
Locate the payment > select the triple-dot icon > select Undo mark as paid
Confirm by selecting Undo $$$
The payment will no longer be marked as paid.
📚 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!