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Note that you can only mark a payment as refunded if the payment was originally made outside of HoneyBook.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.
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
Look for the Invoice section in the file's Action Summary
Find the payment you want to refund > select the three dot icon > select Mark as refunded
Enter the amount that you refunded outside of HoneyBook
Select the refund method and date
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.
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!