The payments widget on your home page gives you a clear overview of your expected payments for the current month, as well as the status of each payment—whether it's paid, processing, upcoming, or overdue.
This bird's-eye view helps you stay aware of your projected revenue, avoiding financial surprises. It allows you to promptly address payment issues and plan ahead for your business. You can also review full invoices and send payment reminders for upcoming or overdue payments using the widget.
Below, you will find definitions and calculation overviews for each section.
This month’s gross payments
The gross payment amount gives you a quick overview of your projected gross payments for the month, so you can address any issues early and confidently plan your business' finances.
The gross payment amount includes:
Green: Paid payments received this month, including tax and tip.
Orange: Payments being processed. ACH payments take 7-8 business days to move from processing to paid. Card payments are instantly moved to the paid stage.
Gray: Upcoming payments expected to be paid this month, based on invoice due dates.
Red: Overdue payments with due dates from this month.
These payments include any discounts, taxes, or fees you’ve applied to invoices. These payments don't include payment processing fees, loan repayments, disputes, or chargebacks.
✅ Note
If a file contains an invoice and contract, payments from that file will be included in this amount only once the contract is signed.
All overdue payments
The total overdue payments amount provides clarity on which payments require immediate attention. It includes all overdue payments from all sent invoices, regardless of whether the file is booked or not, and includes projects from the current month.
Payments by status
The Paid/Processing, Upcoming, and Overdue tabs allow you to dig deeper into each payment by listing individual payments, separated by payment status, from the current month.
When you select a payment, its invoice will open. From there, you can review everything and take necessary actions for any payments that require your attention, like sending a payment reminder or editing an invoice.
View invoices and send payment reminders
You can select any non-overdue payment to view the invoice it's listed on. Selecting an overdue payment will open the payment schedule for that payment's file so you can send a payment reminder.
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!