Using HoneyBook Files

Creating, sending, and managing Invoices, Contracts, Proposals, Brochures, Questionnaires, and Timelines

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42 articles in this collection
Written by Marika Tabilio
Sending & Managing Files

Editing your file headers

Customize your file names, header images, and more to help your files match your business and brand
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Written by Marika Tabilio
Updated over a week ago

Editing a payment schedule

Customizing the payment schedule in Invoices or Proposals
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Written by Marika Tabilio
Updated over a week ago

Creating and sending an Invoice

How to create and send a list of services and payment schedule to your client
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Written by Marika Tabilio
Updated over a week ago

Creating and sending a Proposal

How to create and send a file that combines a list of services, a payment schedule, and a service agreement
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Written by Marika Tabilio
Updated over a week ago

Adding individual items to your item bank

How to add standalone items or services to your item bank in Invoices or Proposals
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Written by Marika Tabilio
Updated over a week ago

Creating and sending a Contract

How to create and send your client a legally binding agreement
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Written by Marika Tabilio
Updated over a week ago

Using HoneyBook Brochures

All you need to know about using HoneyBook Brochures
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Written by Marika Tabilio
Updated over a week ago

Transitioning to HoneyBook's new Brochures

Brochures just got a refresh! Here's how to make sure all your Legacy Brochures and existing Workflows get a revamp
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Written by Marika Tabilio
Updated over a week ago

Creating and sending a Brochure

How to create and send a file that lays out your services and allows your client to select which ones they're interested in
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Written by Marika Tabilio
Updated over a week ago

Reviewing your clients' Brochure selections

How to view your clients' Brochure selections once they've been submitted
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Written by Marika Tabilio
Updated over a week ago

Creating and sending a Questionnaire

How to create and send a set of questions to gather more information from your clients
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Written by Marika Tabilio
Updated over a week ago

Creating and sending a Timeline

How to create and send a Project Timeline
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Written by Marika Tabilio
Updated over a week ago

Understanding file statuses

Understanding the status changes on your various file types
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Written by Marika Tabilio
Updated over a week ago

How do I send a quote to a client?

Understanding how to send a price estimate to a client through HoneyBook
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Written by Marika Tabilio
Updated over a week ago

How do I create a mood board in HoneyBook?

Using the Brochure file type to create a mood board that you can share with your clients
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Written by Marika Tabilio
Updated yesterday

How do I create a proofing document in HoneyBook?

Using the Brochure file type to create a proofing document you can share with your clients
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Written by Marika Tabilio
Updated yesterday

Can I send multiple files at a time to a client?

Understanding how many HoneyBook files you can send at a time
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Written by Marika Tabilio
Updated over a week ago

Previewing your clients' view of files

Use Client View to confirm what your clients will see when you send a file
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Written by Marika Tabilio
Updated over a week ago

Automatic file expiration

Setting Invoices, Contracts, and Proposals to automatically expire
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Written by Marika Tabilio
Updated over a week ago

Editing a file that's already been sent

How to edit and resend a previously-sent Invoice, Contract, or Proposal
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Written by Marika Tabilio
Updated over a week ago

Manual file expiration

How to manually expire an Invoice, Contract, Proposal, or other file
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Written by Marika Tabilio
Updated over a week ago

Resending a file to your client

How to resend Invoices, Contracts, Proposals, and more
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Written by Marika Tabilio
Updated over a week ago

How to print files or save files as a PDF

Printing and saving Invoices, Contracts, Proposals, and more
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Written by Marika Tabilio
Updated over a week ago

Deleting a file

How to delete an Invoice, Contract, Proposal, Brochure, Questionnaire, or Timeline
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Written by Marika Tabilio
Updated over a week ago

HoneyBook's Legacy Brochures

We've given our Brochures a facelift—but our Legacy Brochures aren't totally gone yet!
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Written by Marika Tabilio
Updated over a week ago