The invoice settings handle the logistics of the invoice, like tax rates and payment options.
While building your invoice, select the invoice block
From here, adjust the invoice's tax details and payment options
When you're done, continue building your invoice
Add tax details
If not already added, select + Add tax to add a tax or fee and rename the field if you’d like. Select into the field below to adjust the amount. You can set a dollar amount, or a percentage of the total taxed packages/items. Once you've added tax and set the rate, remember to apply the tax to all of the appropriate packages/items.You can apply tax by selecting the checkbox under the tax column by the package/item in question.
You can also select + Add tax to add an additional tax or fee, such as a service charge, to the invoice summary. Name the field in the settings sidebar, and click the field below to adjust the amount. You can delete any tax by selecting the trash can icon next to its name. Make sure no line items have the tax applied before deleting.
Set payment details
Invoice type: Set the invoice type and payment cadence (standard or recurring)
Payment method: Set which payment methods you’ll accept (credit card, ACH bank transfer, or both)
Late fees: Add a late fee to your invoice to encourage your clients to pay on time
Client can add a tip: Allow your client the option to add gratuity/tip, then select if this option will be turned on for all payments, or just the last payment
Client must use Autopay: Automatically charge clients on the due dates set in the payment schedule. You can toggle required autopay on, which will require clients to opt in to autopay before they’re able to submit payment to you. If toggled off, clients won’t be required to opt in to automatic payments, but they’ll still have the option to
📣 Note
At the moment, HoneyBook cannot process ACH bank transfers for Canada-based members—only credit card payments can be accepted for these accounts.
What you cannot do with an invoice
You cannot place a hold on a client's card for services, damages, or cancellations (instead, consider collecting a deposit and setting a reminder to refund following the event/services)
You cannot allow clients to pay any amount on any date (you'll need to create a set payment schedule
If clients want to pay a different amount and/or on a different date, they'll need to reach out to you to edit the schedule)
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!