HoneyBook invoices give you full control over how you bill clients and get paid. You can configure tax rates, discounts, service charges, payment methods, autopay, late fees, and payment schedules — all within the invoice block.
Access invoice settings
To edit any invoice settings:
Use the search bar or select Projects from the navigation menu, to find the project and open the smart file that holds the invoice
Select Edit file > the invoice block
Make updates within the invoice block or the toolbar
All financial changes recalculate totals in real time as you make edits
Use HoneyBook AI to edit an invoice
Select 
Edit your invoice with AI while building your invoice to use HoneyBook AI. AI can help you:
Add or update services
Adjust quantities, prices, or units
Modify taxes or service charges
If you don't like a change, ask HoneyBook AI to undo it.
Configure payment details
Use payment settings to control how and when you get paid — from invoice type and due dates to payment methods, autopay, and late fees.
📣 Note
Canada-based members can currently accept credit card payments only. You can’t place a temporary hold on a client's card for damages or cancellations. Instead, collect a deposit upfront and issue a refund later if needed.
Setting | Options |
Invoice type | Standard (one-time) or recurring |
Payment methods | Credit card, ACH bank transfer, or both |
Autopay | Optional or required before payment submission |
Late fees | Add a late fee to encourage on-time payment |
Client tipping | Enable an optional gratuity field |
Change a payment due date after sharing
You can update a payment's due date even after you've shared the invoice with a client.
Find the project, then open the smart file that holds the invoice
Select Edit file > the invoice block
Under “Payment plan,” select the due date > Edit invoice
Choose a new due date
Select Save > Update & share, then re-share the updated invoice with your client
Add a discount
Discounts reduce the invoice subtotal before taxes are calculated. They apply to the entire invoice — not individual line items — and can be set as a flat dollar amount or percentage.
📣 Note
If your invoice includes taxable services, HoneyBook applies the discount first, then calculates tax on the reduced taxable amount.
Find the project, then open the smart file that holds the invoice
Select Edit file > the invoice block > + Add discount
Enter a percentage or flat dollar amount — changes save automatically
Add a service charge
Service charges are commonly used for administrative, operational, or venue fees. They can be added as a percentage or flat rate, marked as taxable, and removed at any time. All totals recalculate automatically.
On the web
Find the project, then open the smart file that holds the invoice
Select Edit file > the invoice block > + Add service charge
Enter a percentage or flat dollar amount
Turn Taxable on or off
In the mobile app
Find the project, then open the smart file that holds the invoice
Select Edit file > the invoice block > Service charge (SVC) details > + Add service charge (SVC)
Enter a percentage or flat dollar amount
Turn Taxable on or off
Select Publish
Add tax
Tax in HoneyBook is applied to specific services and line items. You can set tax at the template level so the correct rate is pre-applied every time you use the template — and adjust it on individual smart files as needed.
Find the project, then open the smart file that holds the invoice
Select Edit file > the invoice block > + Add tax
Name the tax (optional), and enter a percentage or flat dollar amount
For each taxable line item, select the checkbox under the “Tax” column
If you don't see the “Tax” column, enable it in the sidebar by selecting Design > Show/Hide columns > Tax
You can add multiple taxes or fees (such as a service charge)
To delete a tax, select the tax >
Delete (trash icon) — make sure no line items have that tax applied first
📣 Note
When a client pays an invoice with tax, you receive the full amount paid minus processing fees. HoneyBook doesn’t withhold collected tax funds.
Include billable hour details
Invoice totals show hours and rates, but detailed time logs (dates, tasks, and breakdowns) don't appear automatically. If your client needs a full breakdown, add a separate page to the smart file.
Add a billable hours details page
At the top of the smart file builder, select
Manage your pagesSelect + Add page > + Start from blank (or choose a template)
Select the
three-dot menu icon next to the page > Rename (for example, “Billable Hour Details”)Select Layouts, then choose a layout that fits your content
Enter your time entries — this page will be included when you share the file
Example format
(June 10, 2025) – Created emblem 4 hours × $40/hour = $160 | (June 12, 2025) – Set up initial page layouts 3 hours × $40/hour = $120 |
📚 Tip
The invoice page already shows total hours, hourly rate, and invoice total — the details page is just for the breakdown your client needs.
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!