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.

That's what smart files were built for! When you're creating a smart file that should contain both an invoice and a contract, you'll use service blocks to have the client choose what services they want you to perform. These service blocks will then populate the invoice in real time as the client selects the services they want as well as fill out the contract for them to sign—all within the same file!

When you send a smart file that allows your client to select what services they want to purchase (known as a service block), a dynamic invoice will be generated based on the services they’ve selected. To do this, the smart file template must include both the services block and an invoice page.

You can still include static services (those that your client is billed for regardless of their service selections. Learn more about service blocks and dynamic invoices.

Once the refund you’ve sent has finished processing, you’ll want to archive the project that the outstanding invoice is attached to. This should only be done after your client receives their refund, as doing it too early may stop the refund from going through.

This works by expiring the invoice smart file, so no further actions can be taken on them (in this case, no more payments can be made on the invoice).

You’ll need to reactivate the smart file, then share the file with your client again. If you see the invoice in your project workspace’s Files tab, then follow the steps below reactivate the file and share it with your client.

1. On the invoice smart file’s card, select the triple dot icon → select Configure.

2. In the File Expiration section, select Reactivate File.

3. Select Save & Exit.

4. Select the invoice smart file. Don’t select the triple dot icon.

5. In the top menu, select Share.

6. Personalize your email message with a subject line and email body → select Send.

7. This is also where you can decide if the client needs an access code to view the smart file.

Of course! If you see the invoice in your project workspace’s Files tab, then follow the steps below to share it with your client.

1. Select the invoice smart file. Don’t select the triple dot icon.

2. In the top menu, select Share.

3. Personalize your email message with a subject line and email body → select Send.

4. This is also where you can decide if the client needs an access code to view the smart file.

If you don’t see the file in your project’s Files feed, you can manually send the invoice smart file over to your client.

You can! One of the last steps to share a smart file is adding an email message. When creating the message, you can either type up a one-off message or use an email template you’ve previously created.

If you see the invoice in your project workspace’s Files tab, then follow the steps below to share it with your client.

1. Select the invoice smart file. Don’t select the triple dot icon.

2. In the top menu, select Edit File.

3. Find the Payment Schedule section, then select the Payment Due Date you want to change.

4. From the drop-down menu, select what you want the new due date to be.
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5. From the top menu, select Update & Share.

You can send a static invoice by removing any Services pages from a smart file template, then adding the specific services directly to the invoice. This way, you client won’t need to select any services, as they’ll already be selected and appear on the invoice.

1. From the top navigation menu, select Tools → select My Templates.

2. Select Create New → select Invoice.

3. Start adding your services by selecting + Add a new service.

a. You can also change the name of the My Service line item.

b. If you’ve added any services to your Service hub, you can search for them when creating new line items.

4. Make all the other needed changes to the invoice (like changing its name, styling, adding discounts, etc.).

5. From the top menu, select Update Template → select Use Template.

6. If the project where the client wanted a pre-filled invoice already exists, select Existing project and search for the project using its name. If not, select New project and give it a name.

7. Select Create Smart File.

Your pre-filled invoice will now appear in the project workspace’s Files tab and is available for the client to pay.

While you can create an invoice smart file template (which isn’t connected to any specific project), you must add a new project if you want to actually share an invoice with a client.

Once you’ve created the project (and if you already know what services your client wants), you’ll want to manually add services to the invoice and add your client to the project. Do not add them as a collaborator or team member, as they may run into issues when making a payment.

Yes, but you won't use an invoice for this! An invoice page must always be added with a payment page. You cannot create a file with only an invoice page, or with only a payment page.

If you need to send an estimate without requesting payment, consider creating a smart file with a view-only services block that clearly shows what the client will be paying for down the line!

If your client's payment is eligible for instant deposit(made via card and less than $5,000) AND falls within the instant deposit window (typically up to 24 hours from when the payment was made), you should be able to select it for instant deposit.

Once the standard deposit process begins, or if the payment is otherwise not eligible for instant deposit, there is unfortunately no way to speed up the deposit process. Learn about standard processing times here.