What happens if a client pays me before I connect my bank account to HoneyBook?
What happens if a client pays me before I connect my bank account to HoneyBook?
If your client makes a payment before you’ve connected your bank account to HoneyBook, the funds will securely sit with HoneyBook until you’ve added your bank details and they’re verified. Once this happens, your funds will start making their way to the account you connected.
What should I do if my client pays with cash or a check?
What should I do if my client pays with cash or a check?
If your client paid you outside of HoneyBook, you’ll want to manually mark the payment as paid.
Can I remind my clients to make their payments?
Can I remind my clients to make their payments?
Yep! You can both set up automatic payment reminders and manually send payment reminders. Manual payment reminders can also be sent via mobile app.
How can I review all my payments in the same place?
How can I review all my payments in the same place?
Review all your payments in the same place by using your Bookkeeping tool’s Payments page.
How is the taxable amount calculated?
How is the taxable amount calculated?
In your downloadable reports, you may see a column for taxable amounts. Here’s how these amounts are calculated:
(full payment amount - payment tax) * taxable percent of total file value
Taxable percent of total file value
invoice total taxable amount / invoice subtotal
📚 Tip
Taxable represents what is checked as a taxed package or item on any given invoice. Non-taxable represents what packages or items are left unchecked—or, not taxed!
Where can I find information on tax documents or IRS reporting?
Where can I find information on tax documents or IRS reporting?
You can learn more about the tax forms HoneyBook provides here, including whether or not you’ll get one. If you're eligible, here's where you can retrieve your Form 1099:
Select your profile photo > select Company Settings
In the left menu, select Tax Information
Download your Form 1099
Why is my payment processing?
Why is my payment processing?
If you see a payment marked as processing in HoneyBook, then your client paid using HoneyBook's bank transfer option. Bank transfers generally take 7-8 business days to process, since the funds need to clear your client's bank account first.
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!