Finance and Payments
Learn how to get paid, manage client payments, and about other financial features
39 articles
Glossary: Finance and Payments
Mark an invoice payment as paid in HoneyBook
Create and share pay links in HoneyBook
How your clients can pay and what transaction fees apply in HoneyBook
Accept in-person payments with Tap to Pay in HoneyBook
Send manual or automatic payment reminders in HoneyBook
Send manual payment reminders using the mobile app
Track HoneyBook payments
Track payments on a drafted smart file
I don't see my payments in my bank account. Where are they?
Payment statuses and what they mean
Understand payment processing times in HoneyBook
What to do if your client can't pay
What to do if your client pays a different amount
Handle credit card disputes
HoneyBook reports overview: Track revenue, leads, projects, and more
Set a yearly revenue goal
Streamline financial tracking using the Finance Overview page
Add, edit, and import business expenses in HoneyBook
Link a bank account or card to your Finance Overview page
HoneyBook cash flow and project profit: Smarter business insights
HoneyBook Profit & loss tool retired: Use Cashflow graph for income tracking
Connect your bank account for HoneyBook payments
How to fix an issue with your EIN
How to connect your Canadian bank account
Accepted Canadian documents for linking your bank account in HoneyBook
Update your business and bank information in HoneyBook
What American documents you can use when linking your bank account