Understanding your finances is a major key to your business’ success. Keeping tabs on your project payments, spending, and different bank accounts and credit cards can all be done from the Finance “Overview” page.
📣 Note
The “Overview” page is only intended to inform you of your finances and isn't financial advice. Consider consulting with your financial advisor before making any decisions with your business’ finances.
Go to Finance Overview page
While your “Overview” page is your starting point to review your finances, it isn’t where you first land when logging in to your account. From the navigation menu, select Finance > Overview.
HoneyBook payments
The “HoneyBook payments” section is primarily made up of a graph that includes all payments processed in HoneyBook, broken down by 3 categories:
Paid
Overdue
Upcoming
📚 Tip
All non-upcoming payments, regardless of whether they came from booked files (files with a signed contract or invoice with at least one completed payment) will appear here. If a file has an overdue payment but isn’t from a booked file, that payment can also appear here.
With the payments graph, you can:
Hover over a month’s bar to see a breakdown of payments for that month
Use the time filter to pick a specific time frame to view
Select View payments to go to the "Payments" page. Each payment category has the following statuses for payments:
Category | Statuses |
Paid |
|
Overdue |
|
Upcoming |
|
Financial tracker
The “Financial tracker” section is where you can:
Link external accounts and cards to HoneyBook through Plaid, a third-party vendor that uses end-to-end data encryption to ensure your info remains secure
View balances of external accounts and cards, all in one place
Give linked bank accounts and cards nicknames to tell them apart
Learn more about linking external bank accounts and cards to HoneyBook.
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!