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Payments and Bank Info
Payments and Bank Info
Setting up your account to get paid, managing client payments, and tracking the' status of payments
36 articles in this collection
Written by
Marika Tabilio
and
MacKenzie Hughes
How do I remove a previously saved Payment Method?
Learn how to remove a saved payment method as a client or member using HoneyBook.
Written by
MacKenzie Hughes
Updated over a week ago
Getting Started with Payments
HoneyBook Payments FAQ
Answers to commonly asked questions around bank accounts, payment processes, refunds, and more
Written by
Marika Tabilio
Updated over a week ago
Getting paid through HoneyBook
Learn more about processing fees and deposit times that you'll see when a client submits a payment
Written by
Marika Tabilio
Updated over a week ago
Connecting your bank account to HoneyBook
Direct incoming funds to the bank account of your choice
Written by
Marika Tabilio
Updated over a week ago
Editing your existing bank account
How to update bank account or business owner information in your bank details
Written by
Marika Tabilio
Updated over a week ago
Why do I need to provide this information in my bank details?
Understanding why HoneyBook collects specific information when verifying your bank account
Written by
Marika Tabilio
Updated over a week ago
Payment processing times
How long it takes for credit card payments and bank transfers to reach your bank account
Written by
Marika Tabilio
Updated over a week ago
Instant Deposits FAQ
Understanding HoneyBook's Instant Deposits feature to get paid even faster
Written by
Marika Tabilio
Updated over a week ago
Understanding HoneyBook Advanced Funds
How to take an advance on a future client payment
Written by
Marika Tabilio
Updated over a week ago
Can I use my own payment processor to accept payments?
Understanding the options for accepting payments through HoneyBook
Written by
MacKenzie Hughes
Updated this week
I do not want to accept payments through HoneyBook — can I turn them off?
Understanding what's possible in HoneyBook payments
Written by
Marika Tabilio
Updated over a week ago
Managing Client Payments
Your clients' payment options in HoneyBook
Easily accept credit card and bank transfer payments
Written by
Marika Tabilio
Updated over a week ago
Editing clients' payment options
Update payment settings — such as payment type, gratuity options, and auto-pay — within Invoices or Proposals
Written by
Marika Tabilio
Updated over a week ago
Recurring payments: set-up and FAQ
Learn how to set up automatic monthly payments in HoneyBook — and make your life easier!
Written by
Marika Tabilio
Updated over a week ago
Cancelling a recurring payment
How to stop any future recurring payments from processing
Written by
Marika Tabilio
Updated over a week ago
Turning gratuity on or off
How to allow your clients the option to add a tip to their payments
Written by
Marika Tabilio
Updated this week
Turning off auto-pay on an Invoice or Proposal that's been sent
How your client can turn off automatic payments on Invoices or Proposals that are already live
Written by
Marika Tabilio
Updated over a week ago
Can my client edit their credit card for future payments?
How your client can update a credit card they're using for auto-pay or manual payments
Written by
Marika Tabilio
Updated over a week ago
Can I have my client pay the transaction fee?
Understanding what's possible with processing fees for credit card and bank transfer payments
Written by
Marika Tabilio
Updated over a week ago
Customizing payment reminder email settings
How to edit the email text and adjust the settings for automated payment reminders
Written by
Marika Tabilio
Updated over a week ago
Sending manual payment reminders
How to manually send payment reminder emails within individual Projects
Written by
Marika Tabilio
Updated over a week ago
Marking payment as paid: payment received differs from payment schedule
How to mark a payment as paid when the payment amount is different than listed in the payment schedule
Written by
Marika Tabilio
Updated over a week ago
Marking payment as paid: client paid outside of HoneyBook
How to record a payment you received in cash or check outside of HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Marking payment as paid: file in draft mode
How to manually record a payment as paid when the file is still in draft mode
Written by
Marika Tabilio
Updated over a week ago
Reversing a payment marked as paid
How to undo or edit a payment you marked as "paid"
Written by
Marika Tabilio
Updated over a week ago
Booking in person or entering payment information for your client
How to use HoneyBook to book a client in person and/or enter payment information on their behalf
Written by
Marika Tabilio
Updated over a week ago
Issuing a refund
Use HoneyBook to issue full or partial refunds to your clients
Written by
Marika Tabilio
Updated over a week ago
Tracking refunds on payments you've manually marked as paid
How to record refunds on payments that came in outside of HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Post-Payment
Reviewing your payments
How to review all received and outstanding payments in your Bookkeeping tool and Projects
Written by
Marika Tabilio
Updated over a week ago
Automatically sync your expenses to HoneyBook
How to connect a business-related bank account (or several!) to HoneyBook for automated expenses tracking
Written by
Marika Tabilio
Updated over a week ago
Why am I seeing different amounts in my Profit & Loss and Payments tabs?
Understanding the calculations behind your Profit & Loss and Payments tabs in your Bookkeeping section
Written by
Marika Tabilio
Updated over a week ago
Why is my payment pending?
Understanding the payment status of "pending"
Written by
Marika Tabilio
Updated over a week ago
I don’t see a payment in my bank account yet
What to look for if payments that have been made haven't been deposited into your account
Written by
Marika Tabilio
Updated over a week ago
Tax documents and IRS reporting
Everything you need to know about tax documents and IRS reporting for your HoneyBook transactions
Written by
Marika Tabilio
Updated over a week ago
Preventing credit card disputes and fraud
Tips to help you avoid credit card disputes from your clients and/or attempts at fraud
Written by
Marika Tabilio
Updated over a week ago
Handling credit card disputes
How credit card disputes are resolved
Written by
Marika Tabilio
Updated over a week ago