HoneyBook

How to send a smart file to yourself for review

Sending yourself a test smart file

How to access all versions of a sent smart file using version history

How to record refunds on payments that came in outside of HoneyBook

How to create an email and/or smart file now, but schedule to send at a later date and time

How to stop automatic payments for an invoice that's already live

How to record manual payments and share or manually publish files to add the income to your bookkeeping

Understanding the various methods of sending a smart file to a client

All of the different edits that will or will not require client approval

Understanding what your clients see when you send a smart file

Where to view your clients' actions within a smart file

How to edit and resend a smart file that your client has already received—and how your client can edit a completed file!

How to print and and download PDFs of smart files and client responses

How to use folders and filters to organize your files

Understanding how many HoneyBook files you can send at a time

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