To pay for expenses like salaries or invoices, you can directly transfer funds to external accounts. Keep in mind when transferring funds that:
Daily transfer limit: $10,000 USD
Monthly transfer limit: $100,000 USD
Transfer money
🔥 Stop
You can’t cancel a transfer once it's started, so make sure you're sending the correct amount to the correct recipient before you finalize your transfer.
In the top navigation menu, select Finance > Balance
Select TRANSFER
Choose One-time transfer or Recurring transfer
Select an existing transfer recipient, or add a new one
You can add new recipients at the bottom of the dropdown menu
The first time you transfer money out of HoneyBook Balance, you must add the bank you linked in your HoneyBook account settings as the first transfer recipient. After that, you can add whoever should receive your transfer.
Select NEXT
If needed, confirm the recipient's email is correct, then select CONFIRM DETAILS
Enter the transfer's amount and reason for transferring, then select NEXT
Review the transfer details, then select VERIFY YOUR IDENTITY
Enter the two-factor authentication (2FA) code, then select VERIFY YOUR IDENTITY
Select DONE
The money transferred will land in the recipient's account within 2–3 business days. If the funds aren’t received in that time frame, contact support by selecting the Question Mark icon in the bottom-right corner.
Add new transfer recipient
📣 Note
You can’t edit or delete recipient information. If a recipient's information changes, you should add their new information as a new recipient.
In the top navigation menu, select Finance > Balance
Select TRANSFER
Choose One-time transfer or Recurring transfer
Under the Select recipient dropdown, select Add recipient +
Enter the requested information, like the recipient's bank account and routing numbers
Take extra care when entering the recipient's information, and double-check that the numbers you've entered are correct before going to the next step
Select ADD RECIPIENT
Continue on to transfer money to the new recipient
Transfer money using the mobile app
Send money to vendors faster and easier by transferring funds from the mobile app.
🔥 Stop
You can’t cancel a transfer once it's started, so take your time to make sure you're sending the correct amount to the correct recipient before finalizing your transfer.
From the bottom navigation menu, tap Tools > Balance
At the top of your screen, tap the 3-dot menu icon > Transfer Money
Enter the 6-digit verification code sent to your phone, then tap Next
Select a transfer recipient
You can’t add new recipients from the app
If needed, confirm the recipient's email is correct, then select Confirm Details
Enter the transfer's amount and reason for transferring, then select Next
Review the transfer details, then select Verify Your Identity
Enter the two-factor authentication (2FA) code, then select Verify Your Identity
Select Done
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!
HoneyBook is a software company, not a bank. Banking services are provided by Lincoln Savings Bank, Member FDIC. HoneyBook Visa Debit cards are issued by Lincoln Savings Bank, Member FDIC. HoneyBook is not FDIC insured. FDIC insurance only covers the failure of an insured bank.