Invoicing clients is essential for business operations, and you can conveniently do it through the HoneyBook mobile app. Using the app, you can create customized invoices from scratch or templates. You can then send, save, and edit invoices that include a list of services, prices, and a payment schedule.
Your clients can make payments from any device when they receive the invoice. Editing recurring invoices and invoices with service selections is not currently possible on the mobile app.
Add an invoice to a smart file or template
The invoice and pay block will be what adds invoicing capabilities to your smart file. When you add this block to your smart file, a new page will be created that holds the payment capabilities.
To increase your chances of booking, you will not be able to add an invoice to a page that already contains a contract, services, or Scheduler.
Select the plus ( + ) icon to add a new block > select Invoice & Pay
From here, either:
Select + Start from blank > select your invoice type (standard or recurring)
Select an existing smart template to pull in its invoice
Select Done
📣 Note
An invoice page must always be added with a payment page. You cannot create a file with only an invoice page, or with only a payment page.
Add services, items, or packages to the invoice
In the invoice block, select + Add item/package
Select the search bar in the first empty service item field to start adding:
Add existing items, services, or packages (any that you’ve sent to clients before) by selecting from the available list or typing to search for something specific
Add something new by typing in the name of the item/service > select + New
Edit the details for each item or package by clicking on the field you'd like to update: name, image, quantity, price, tax, etc.
Even though you can toggle the visibility of columns on or off by selecting the column headers, you’ll need to have columns toggled on in order to edit what you're adding
Continue adding items or services by selecting + Add an item/package
Add sub-items by selecting the item > select Add a Sub-Item
Selecting an individual item will allow you to edit further: you can check or uncheck tax and toggle the image on and off in the right side bar; click the move icon to rearrange the order of items with drag and drop; and delete items with the trash can.
Configure the invoice's settings
Once you're happy with what the invoice holds, you'll need to adjust the invoice's settings.
In the invoice block, pull up on the bottom toolbar
From here:
Rearrange where the invoice block appears on the page by tapping the arrows icon
Use an invoice from another template by tapping Reuse an invoice from a template
Set the invoice block's background color
Set the block's margins
When you're finished, select Done
Customize the invoice
Once the settings are where you want them, it's time to set up the invoice to match your company's branding. Each section below will show you how to edit the invoice header, item displays, invoice summary, and payment options.
Invoice header setup
Invoice header setup
Tap the invoice header > select the gear icon > pull up on the bottom toolbar
Toggle these options on or off:
The invoice's title
The purchase order (PO) for the invoice
Whether the "Bill to" info should appear on the invoice
If the "Bill to" option should appear, pick which project participant's info should appear there
You can also create a new contact for this field
Select Done
Adjust invoice header's title, PO, and "Bill to" info as needed
Invoice summary setup
Invoice summary setup
Tap the invoice summary > select the gear icon > pull up on the bottom toolbar
Toggle whether a discount or taxes should be applied to the invoice
Edit each discount or tax you've applied by selecting the pencil icon
Invoice item displays
Invoice item displays
Tap the invoice items > select the gear icon > pull up on the bottom toolbar
Select whether the column headers (e.g., QTY) should use the invoice's theme color or not
You'll only see this change on desktop
Set the visibility for each piece of info by tapping the eye icon next to them
Change the tax info (if you've already toggled taxes on for this invoice)
Edit the invoice's payment schedule
You're almost done. Next up, you'll edit the invoice's payment schedule (the details for how your client can pay).
Tap the payment schedule section > tap the gear icon that appears
From here, adjust the amounts and due dates for the payments
You can also let the client pick their own payment plan
Amount options
Select the dollar amounts to edit the values. You can choose from:
Custom amount: the dollar value of your choice
Percentage: automatically calculate dollar amounts based on percentage of the total
Divide equally: the total invoice amount, divided equally across all payments
Due date options
Select the dates to edit the values. You can choose due dates from:
Invoice date: payment due on the date the invoice is sent
Custom date: select a fixed due date on the calendar
Smart date: due date is based on a variable such as specific number of days, weeks, or months before a project date, after a project date, or after the invoice has been sent
Mid-project payment: halfway between the day the invoice is sent and the project date
Project date: the date your project is set for. If your project has a start and an end date, this will pull in the project start date
Milestone payment: manually request payment once a project milestone is completed (e.g. completion of a deliverable). If selecting this option, be sure to enter the Milestone name
Client-picked payment plans
If you opt for the client to pick their own payment plan, you can still set some boundaries on what they can set up.
Set when first payment is due: set when they'll need to make their first payment
Max payments: Choose up to how many payments they can split the invoice into
Offer discount for paying in full: Toggle this on to give your client a discount if they decide to settle the invoice all at once (then set the discount amount)
Share the smart file
The final step: send your smart file to the client so you can get what you need. Learn how to share a smart file on mobile.
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!