Once your client makes a payment, you'll get an email and a notification. You can also track their payment in the Payments section of your HoneyBook account.
The payment processing time and fees will vary depending on how your client paid. You can see the status of your payments from your Bookkeeping screen.
Track your recent payments
From the top navigation bar, select Finance > Payments
From here, you'll find your outstanding and paid payments, as well as their statuses, due dates, and amounts. Once your client makes their payment, the payment status will switch from Upcoming or Overdue to Processing, then to Paid once the payment is complete.
📚 Tip
Overdue payments will appear here regardless of whether they come from a booked invoice file (aka where a payment was already made on the invoice).
📚 Tip
Want more details on your client’s payment method, or looking to issue a refund? Select the payment in question to open additional information.
Download a report of your payments
You're also able to export payment information in a CSV file. This report is perfect for getting a detailed overview of your income over a specific period.
From the tap navigation bar, select Finance > Reports
Locate the Reports and insights section > click Download reports
Select the Payments completed report type
Select the time frame for the data you’d like to show in your report
If you select Custom, make sure to enter the date range in the From and To fields
Click Download
Your custom CSV report will download to your device, from where you can open it to view all of your insights. If needed, you can also export the CSV file as a PDF from your device.
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!