Once your client makes a payment, you'll get an email and 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 recent payments
From the navigation menu, select Finance > Payments
From here, you'll find 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.
📚 Tips
Overdue payments will appear regardless of whether they come from a booked invoice file, also known as where a payment was already made on the invoice
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 payments report
You're also able to export payment information to a CSV. This report is perfect for getting a detailed overview of your income over a specific period.
From the navigation menu, select Finance > Tax Hub
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
Under "Individual reports," select the download icon by the "Payments completed" report
Your custom CSV report will download to your device, from where you can open it to view all your insights. If needed, you can also export the CSV 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!