Files and Templates
Get everything you need to know about HoneyBook's smart files and templates
91 articles
Glossary: Files and Templates
Find your legacy proposal files that were converted to smart files
Find your legacy brochure files that were converted to smart files
Get started building your file
Commonly combined steps in smart files
How clients interact with services in a file
Smart file FAQs
Print or save a smart file as a PDF
Manually mark a smart file as complete
How to use smart files from the mobile app
The differences between smart files and legacy files
Set up a smart file
Edit a file that's already been sent
Quickly elevate your smart files
Edit a file as your client
When to notify clients of file changes
View a client's progress with your files
Send yourself a test file
Share your smart files
Copy, paste, and duplicate content in smart files
Let clients upload files through your smart files and lead forms
Pull project and client info into text blocks using smart fields
Add text to your smart files
Add images to your file
Include your company info in smart files
Give your client a show with videos in your smart files
Content in smart files FAQs
Create and share an invoice
Configure an invoice's settings
Customize an invoice's design
Apply tax to an invoice
Change a payment's due date
Client experience with invoices
Set up a recurring invoice
Share a recurring invoice with an upfront fee
Stop, resume, or cancel a recurring invoice
Edit an already-sent recurring invoice
Create an invoice smart file on mobile
What to do if an invoice's payment plan doesn't match the grand total
FAQ: Invoice functionality
FAQ: Late fees
FAQ: Tips and invoices
FAQ: Recurring invoices
Let your client pick their own payment plan
Add a discount to an invoice
Set up your first invoice template
About view-only file sharing
Set thumbnail image for smart files
Expire a file
Set theme of smart file
Use custom fonts in files
Redirect your clients when they submit a smart file
Your clients' experience with expired smart files
Reactivate an expired smart file
Expire or reactivate a smart file with the app
Set a default email template for sharing a smart file