HoneyBook does not currently have a way to pass the payment processing fee onto your client. If you want to do this, consult with your legal counsel, as passing processing fees onto clients may actually be illegal in your state.

If your state does allow this, you’d need to manually add the processing fee as a line item on your invoice. Keep in mind that HoneyBook’s payment processing fees are different depending on whether your client uses a credit card or a bank transfer to make a payment, so you should ask them how they plan to pay if you want to pass the fee on and it is legal to do so.

Smart files are designed specifically for this purpose. When creating a smart file with both an invoice and a contract, utilize service blocks to allow clients to select the services they require. These service blocks will instantly update the invoice as clients make their selections and also fill out the contract for them to sign, all within a single file.

When you send a smart file with a service block, your client can choose the services they want to purchase. This will generate a dynamic invoice that includes the selected services. To enable this, the smart file template must include both the services block and an invoice page.

You can also include static services that your client will be billed for regardless of their service selections. Learn more about service blocks and dynamic invoices.

Once the refund you've sent is processed, archive the project associated with the outstanding invoice. However, ensure that the client has received the refund before archiving, as archiving too early may hinder the refund process. To archive, expire the invoice smart file, which will prevent any further actions or payments on the invoice.

To share an invoice with a client, you need to create a project and manually add services to the invoice. Make sure to add your client to the project, but avoid adding them as a collaborator or team member to prevent payment issues.

An invoice page should always accompany a payment page. It is not possible to create a file with only an invoice page or only a payment page. If you need to send an estimate without requesting payment, you can create a smart file with a view-only services block that clearly displays the services the client will be paying for in the future.

If your client reports that they never got the invoice, you can manually share it with them. Learn how to share any smart file.