The ability to easily invoice clients is a crucial part of running a business—and, fortunately, something you can do right through the HoneyBook mobile app! From the mobile app, you can create (start from scratch or use a template), customize, send, save, and edit & re-send smart files that include an invoice & pay block: a list of services, prices, and a payment schedule. Once your client receives the file, they can easily make their payment(s) from any device.
📣 Note
At this time, editing recurring invoices and invoices with service selections is not supported on the mobile app.
Need to do this on desktop instead? Check out how to create & share smart files for invoicing & payments from your computer.
This article references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!
Adding an invoice & pay block from the mobile app
To add an invoice & pay block:
1. First, follow the steps here to add a smart file to a project.
2. In your smart file, tap the plus (+) sign, then Invoice & Pay.
3. Either select a template to reuse its invoice or tap + Start from blank to add a blank invoice & pay block.
4. Tap Done.
Customizing your invoice & pay block from the mobile app
To customize your invoice & pay block:
1. First, add an invoice & pay block to a smart file.
2. From here, you can customize the:
To customize the invoice settings:
1. Tap the invoice block, then pull up on the bottom toolbar.
2. From here, you can:
Delete the invoice & pay block: Tap the trash can icon
Rearrange the invoice & pay block: Tap the arrows icon
Replace the invoice & pay block with another: Tap Reuse an invoice from a template
Select a background color
Customize the top & bottom margins
When you’re all set making changes, tap Done.
To customize the invoice header:
The invoice header is the top section of your invoice block. It contains important information like the recipient(s), invoice number, and more.
1. Tap into the invoice header section, then the gear icon that appears.
2. Pull up on the bottom toolbar.
From here, you can toggle the following on or off:
Title
Purchase order (PO)
“Bill to” info
You can also adjust:
Pull contact info from: Either select a project participant from the drop-down, or tap Create new contact to add a new “Bill to” recipient (who will also be added as a project participant)
You can only adjust the “Pull contact info from” field if Bill to is toggled on.
When you’re all set making changes, tap Done.
3. In the invoice header section, tap into the following fields (surrounding by dotted lines) and type to adjust the text as needed:
Title
Bill to
PO #
To customize the invoice display:
This is where you’ll go to edit the appearance and content of the invoice columns.
1. Tap into the invoice items section, then the gear icon that appears.
2. In the bottom toolbar that appears, you can adjust:
Column title appearance: Select plain or apply the theme color
The changes that you make to the column title appearance will only be visible on desktop.
Tap the eye icon to edit the visibility of each item/package’s:
Image
Quantity and price
Unit
Customize tax(es):
You’ll only be able to customize a tax from this area if it has already been toggled on under the invoice summary section.
Tap the eye icon to edit the visibility
Tap the pencil icon to change the name, percentage, and/or dollar amount
When you’re all set making changes, tap Done.
To add and customize packages and items:
1. Tap into the invoice items section, then + Add item/package to add a new package or item.
2. Tap the Search for items or packages field to start adding. From here, you can:
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 and tapping the + Create button
3. Edit the details for each item or package by tapping on the field you'd like to update: name, image, quantity, price, tax, etc.
4. Continue adding items or services by tapping + Add an item/package.
To delete a package or item, tap the trash can icon by the corresponding package or item name, then Delete. To reorder packages and items, tap Reorder items, then use the six-dot icons to drag and drop into the preferred order.
To customize the invoice summary:
The invoice summary is where you’ll go to set tax(es) and a discount.
1. Tap into the invoice summary section, then the gear icon that appears.
2. In the bottom toolbar that appears, toggle the visibility on or off for:
Discount
Tax(es)
3. Tap the pencil icon by a tax or discount to customize further. From here, you can:
Toggle whether the discount or tax should be applied to the invoice on or off
Type to edit the name (tax only)
Edit the percent or dollar amount
When you’re done making changes, be sure to tap Save.
Customizing the payment schedule from the mobile app
To customize the payment schedule:
1. First, make sure that you’ve added all your packages and items!
2. Next, tap into the payment schedule section, then the gear icon that appears.
3. Build out your payment schedule:
Reuse a payment schedule from a template: If you’d like to reuse a payment schedule from an existing smart template, tap Reuse a payment schedule from a template. Select the corresponding smart template name, then tap Done.
Add a new payment: Tap + Add payment
Delete a payment: Tap the three-dot icon by the corresponding payment, then Delete payment
4. Customize each payment’s amount and due date by tapping the Amount and Due date fields.
Customizing the payment options from the mobile app
To customize the payment options:
1. First, make sure that you’ve added all your packages and items!
2. Next, tap into the payment schedule section, then the gear icon that appears.
3. Tap the payment icon to the top right of your screen, then See payment options.
HoneyBook Tip: You can also adjust payment options via the payment block—just navigate to the payments page, then tap the payment block.
4. Here, you can adjust:
Payment method: Set which payment methods you’ll accept for the smart file (credit card, ACH bank transfer, or both)
Gratuity: Toggle on to allow your client the option to add gratuity/tip
Autopay: Automatically charge clients on the due dates set in the payment schedule. You can toggle required autopay on, which will require clients to opt in to autopay before they’re able to submit payment to you. If toggled off, clients won’t be required to opt in to automatic payments, but they’ll still have the option to.
5. When you’re all set adjusting the payment options, tap Done.
Once your invoice & pay block is good to go, you can always add additional blocks and elements to your smart file by following the steps here.
Sharing your invoice from the mobile app
To share your invoice:
When your file is built out to your liking and ready to share with the project participants, just follow these steps to send it out!
Want to learn how to create & share an invoice from desktop? Check out this article.
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!