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Files and Templates
Get everything you need to know about HoneyBook's smart files and templates
88 articles
How to use legacy proposal files that were converted to smart files
How to use legacy brochure files that were converted to smart files
How to start building your smart file
Commonly combined steps in smart files
How to schedule a smart file send
How clients can access and submit smart files
How clients interact with services in a smart file
How clients interact with view-only smart files
FAQ: Smart files
How to print a smart file or save it as a PDF
How to 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
What to do if you need to edit a smart file
Best practices to elevate your smart files
Set up an invoice smart file
How to configure an invoice's settings
How to customize an invoice's design
How to apply tax to an invoice
Change a payment's due date
What to know about using service blocks and invoices together
How clients interact with invoices in a smart file
How to create a recurring invoice
Share a recurring invoice with an upfront fee
How to stop, resume, or cancel a recurring invoice
Edit an already-sent recurring invoice
How to use legacy invoice files that were converted to smart files
Set up an invoice smart file with the app
What to do if your invoice expires before you got paid
Fix the error that an invoice's payment plan doesn't match the grand total
FAQ: Invoice functionality
FAQ: Late fees and invoices
FAQ: Tips and invoices
FAQ: Recurring invoices
Undoing an action in a smart file
Deleting an item from your item bank
Using reusable blocks and pages
Letting your client decide their own payment plan
Creating and sharing a contract
Adding services to a file
Adding services with scheduling
Adding and editing text in a file
Adding images to a file
Adding questions to a file
Adding videos to a file
Adding a company info block to a file
Adding a content block to a file
Adding a page to a file
Using buttons in smart files
How a services block works with invoices and contracts
Copying and pasting blocks and elements
Adding a client file upload block
Using smart fields in text blocks
Configuring a smart file's settings
Editing a smart template's email settings
Turning access codes for smart files on or off
Setting thumbnail images for your smart files
Setting a smart file's expiration
Automating an invoice draft from a client's service selection
Setting a smart file default name format