HoneyBook invoices let you control how you bill clients and get paid. You can customize invoice settings, add taxes, discounts, and service charges, choose payment methods, and set payment schedules that fit your business.
Use the sections below to customize your invoices in HoneyBook:
Configure payment details, including updating payment due dates
Apply charges such as:
Edit an invoice with HoneyBook AI
You can use HoneyBook AI inside the invoice block to:
Add or update services
Adjust quantities, prices, or units
Modify taxes or service charges
Select 
Edit your invoice with AI while building your invoice. If needed, you can ask HoneyBook AI to undo changes.
Access invoice settings
Invoice settings control tax rates, service charges, discounts, payment schedules and invoice types, accepted payment methods (card or ACH), autopay requirements, late fees, and tipping options.
To access invoice settings:
Desktop: From the navigation menu, select Projects
Mobile: Select Projects
Find and open a project
Select a smart file with an invoice > Edit file > the invoice block
Make updates within the invoice block or right-side toolbar
As you adjust settings, all financial changes recalculate totals in real time
Configure payment details
Use payment settings to control how and when you get paid. From choosing your invoice type to setting due dates, autopay requirements, and late fees, these options let you tailor the payment experience to your business and your clients.
đź“Ł 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.
Invoice type | Choose how you want to bill:
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Payment methods | Select which payment methods you’ll accept:
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Payment schedule | Set how and when your client pays. You can define:
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Autopay | Automatically charge clients on scheduled due dates. You can:
If required, clients must opt in before completing payment. |
Late fees | Add a late fee to encourage on-time payment |
Client tipping | Enable an optional gratuity field |
Change a payment due date (after sending)
You can update a payment’s due date even after sharing the invoice.
Open a smart file with an 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
The updated file must be reshared with your client
Add a discount to your invoice
You can apply a discount to reduce your invoice subtotal before taxes are calculated. Discounts apply to the entire invoice (not individual line items) and can be set as either a flat dollar amount or a percentage. The discount is automatically deducted from the subtotal, and if your invoice includes taxable services, the discount is applied first—then tax is calculated on the reduced amount.
Open a smart file with an invoice
Select Edit file > the invoice block > + Add discount
Enter a percentage or flat dollar amount
Changes will save automatically
✨ Add a service charge to your invoice
You can add a percentage or flat rate service charge directly to your invoice subtotal—no separate tax line or manual workaround required. Service charges are commonly used for administrative fees, operational fees, or venue service charges. You can mark the charge as taxable when needed to support compliance in regulated jurisdictions.
Service charges can be added or removed at any time, and you can also update the percentage and turn taxability on or off. All totals recalculate automatically, and if you remove the service charge, any associated tax is removed as well.
Add a service charge on desktop
Open a smart file with an invoice
Select Edit file > the invoice block > + Add service charge
Enter a percentage or flat dollar amount
Turn Taxable on or off
Add a service charge in the mobile app
Open a smart file with an invoice
Select Edit file > the invoice block > Subtotal > Service charge (SVC) details > + Add service charge (SVC)
Enter a percentage or flat dollar amount
Turn Taxable on or off
Select Save
Add tax to your invoice
You can apply tax to specific goods, services, service charges, and packages.
Open a smart file with an invoice
Select Edit file > the invoice block > + Add tax
Name the tax (optional)
Enter a percentage or flat dollar amount
If you want to apply tax to specific packages or items, select the checkbox under the "Tax" column
If you don’t see the "Tax" column, enable it in the right-side toolbar by selecting Design > Show/Hide columns > Tax
You can add multiple taxes or fees, and delete a tax as long as no line items are using it
đź“Ł Note
When tax is added to an invoice and your client pays, you receive the full amount that was paid, minus any fees. The only amounts withheld from deposits are:
Processing fees
Instant deposit fees, if applicable
Capital loan repayments, if applicable
HoneyBook doesn’t withhold collected tax funds.
Include billable hour details
Invoice totals display hours and rates, but detailed time logs (dates and tasks) don’t automatically appear. If your client needs a breakdown:
Add a billable hours details page
At the top of the smart file builder, select
Manage your pagesSelect + Add page
Select:
+ Start from blank, or
To rename the page to, for example, “Billable Hour Details,” select the
three-dot menu icon by the page > RenameSelect Layouts, then choose a layout
Enter your time entries
This page will be included when you send the file to your client
Example
(June 10, 2025) – Created emblem 4 hours × $40/hour = $160 | (June 12, 2025) – Set up initial page layouts 3 hours × $40/hour = $120 |
(June 10, 2025) – Presented emblem + layouts 1 hour x $40/hour = $40 | (June 16, 2025) – Made edits to emblem + page layouts, submitted for second review 6 hours x $40/hour = $240 |
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!