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Mark a refund on a payment originally made outside of HoneyBook
Mark a refund on a payment originally made outside of HoneyBook

Update your smart files to track when you handle refunds outside of HoneyBook's platform.

Updated over a month ago

If you receive a payment outside of HoneyBook (through cash, check, Venmo, PayPal, or another method), you can manually marked the payment as paid in HoneyBook. Then, if you process a refund for that payment down the line, you can also mark it as refunded.

Note that you can only mark a payment as refunded if the payment was originally made outside of HoneyBook. If a payment was made through HoneyBook, you can process a refund through HoneyBook, but cannot track a refund made outside of the system.

  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 three dot icon > select Mark as refunded

  4. Enter the amount that you refunded outside of HoneyBook

  5. Select the refund method and date

  6. Click Mark as Refunded to confirm

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

The payment's status will appear as Refunded to both you and your client within the project. The refund will also be tracked in your Bookkeeping section.

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