HoneyBook

Defining the terms HoneyBook uses for finance and payments.

Glossary: Finance and Payments

Learn how to get paid, manage client payments, and about other financial features

Finance and Payments

Learn how to record payments received outside of HoneyBook and mark them as paid on both sent and draft smart files.

Marked as Paid: Getting Paid Outside of HoneyBook

Instantly request and receive payments with pay links. No full project setup—share through email, text, or messaging apps.

Create and share pay links in HoneyBook

Use Tap to Pay in the HoneyBook mobile app to accept in-person card payments on your phone at a lower rate (2.7% + $0.10). Learn how it works, availability, and…

Accept In-Person Payments with Tap to Pay

Use HoneyBook to send manual or automated payment reminders so clients stay on track—and you get paid faster and more reliably

Send manual or automatic payment reminders in HoneyBook

HoneyBook’s autopay feature streamlines your workflow by automatically collecting client payments on their scheduled due dates. This ensures you get paid on time without sending manual reminders.

Understanding and Managing Autopay

Getting Paid in HoneyBook

Connect your bank account to HoneyBook to get paid faster. Learn how to add bank details, choose your business type, and complete 2-step verification smoothly.

Bank & Business Details: Setup and Verification

See what documents you can upload when you're configuring your bank & business details

Accepted Documents for Identity & Business Verification

Bank Account Info & Verification

How to keep tabs on all of your client payments

View your HoneyBook payments

Learn what different payment statuses mean, how long payments take to process, and what to check if a payment hasn’t reached your bank account.

Payment Statuses & Processing Times

If your client is having trouble making a payment or pays an amount that differs from your schedule, follow these steps to resolve the issue and keep your bookkeeping accurate.

Troubleshooting client payment issues

A look into how disputes are handled in HoneyBook and what the process will look like

Handle credit card disputes

Payment Tracking & Troubleshooting

HoneyBook's Reports page helps you analyze leads, bookings, and revenue; and monitor trends over time

A Guide to HoneyBook Reports & Analytics

How to set an annual financial target for your business

Set a yearly revenue goal

Discover the features of HoneyBook's Finance Overview page to keep your business finances organized and up-to-date

Navigating the Finance Overview page

Track and update expenses on the web or mobile app. Use HoneyBook on desktop to export reports or import from your bank or credit card account.

Track Business Expenses in HoneyBook

See net income and project profit in HoneyBook—view graphs that quickly help you understand your financial health

HoneyBook Cash Flow & Project Profit

Financial Tracking & Reports

Send money back to your clients within the HoneyBook platform

Issue a refund to your client

Update your smart files to track when you handle refunds outside of HoneyBook's platform.

Managing Payments Made Outside of HoneyBook

Refunds

HoneyBook Payroll: Pay your 1099 contractors

Resources for setting up and running payroll in HoneyBook

HoneyBook Payroll

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