If you have a HoneyBook Balance Checking Account, you can use the funds in that account to cover client refunds. This allows you to issue refunds quickly without needing to move money between accounts.
You can also use a linked external bank account instead, giving you flexibility in how you handle refund transactions.
Before you start
You’ll need an active HoneyBook Balance Checking Account
Make sure your Balance account or linked bank account has enough funds to cover the refund
The process for initiating a refund is the same regardless of which account you choose
📣 Note
If your Balance account doesn’t have sufficient funds, you’ll only be able to process the refund from your linked bank account.
Process a refund using your HoneyBook Balance Checking Account
Start a refund as you normally would
You can initiate a refund directly from the client’s project or Payments page in HoneyBook
Choose the funding source for the refund. When prompted, select whether to use:
Your HoneyBook Balance Checking Account, or
A linked bank account on file
Confirm your refund details
Review the refund amount, recipient, and funding source before you submit
Submit the refund
Once submitted, HoneyBook will automatically deduct the funds from your selected account
Refunds typically process within the standard HoneyBook refund timeline
Verify completion
If you select Finance > Balance from the navigation menu, you can confirm refund status from the “Transactions” table
If your refund doesn’t process or you see an error when selecting a funding source, contact our Support team for help:
Select the Question Mark icon on any HoneyBook page
Select Message us > Send us a message
To connect with a person, enter “Talk to a person”
Include the following details:
The project name
The refund amount
The account you tried to use
Example scenarios
Scenario | What happens |
Your Balance account has enough funds | Refund is covered automatically from your Balance account |
Your Balance account has insufficient funds | Refund can only be processed using your linked bank account |
You prefer not to use Balance for refunds | Select your linked bank account during the refund process |
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!
HoneyBook is a software company, not a bank. Banking services are provided by Lincoln Savings Bank, Member FDIC. HoneyBook VISA Debit cards are issued by Lincoln Savings Bank, Member FDIC. HoneyBook is not FDIC insured. FDIC insurance only covers the failure of an insured bank.