To set up a one-time fee combined with the first recurring payment in HoneyBook, follow these steps. Once your client has made the first payment, edit and re-publish the smart file to remove the one-time amount.
Include both the recurring amount and the one-time, upfront fee in your services block
Share the invoice with your client
All invoices will show the one-time fee, which is expected—you'll edit the file once the client completes their payment that includes the fee
Once the payment that includes the fee is completed, edit the recurring invoice to delete the fee from the services block
The upcoming invoices should only show the recurring amount
When you're done, select Publish Changes
Send the email letting your client know a change was made to the recurring invoice
From here, your client will get the email notifying them of a change. They’ll see the adjustments next time they open the smart file, and will be prompted to accept the changes before they proceed.
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!