Payments and Finances

Setting up your account to get paid, managing client payments, and other financial features

Marika Tabilio avatar Elli Neeld avatar MacKenzie Hughes avatar
34 articles in this collection
Written by Marika Tabilio, Elli Neeld, and MacKenzie Hughes
Getting Started with Payments

HoneyBook Payments FAQ

Answers to commonly asked questions around bank accounts, payment processes, refunds, and more
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Entering your legal entity name

How to correctly enter your legal entity name for bank account verification
Elli Neeld avatar
Written by Elli Neeld
Updated over a week ago

Payment processing times

How long it takes for credit card payments and bank transfers to reach your bank account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Understanding payment statuses

Using HoneyBook payment statuses to keep track of your cash flow
Elli Neeld avatar
Written by Elli Neeld
Updated over a week ago

Editing your existing bank account

How to update bank account or business owner information in your bank details
Marika Tabilio avatar
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
Marika Tabilio avatar
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
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

I do not want to accept payments through HoneyBook—can I turn them off?

Understanding what's possible in HoneyBook payments
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Restricted businesses

All about the business and product categories HoneyBook supports
Elli Neeld avatar
Written by Elli Neeld
Updated over a week ago
Managing Client Payments

Your clients' payment options in HoneyBook

Easily accept card and ACH/bank transfer payments from clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Editing clients' payment options

Update payment settings—such as payment type, gratuity options, and autopay—within invoices
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Can my client edit or remove their credit card?

How your client can update a payment method they're using
Marika Tabilio avatar
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 card and ACH/bank transfer payments
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Sending manual payment reminders

How to manually send payment reminder emails within individual projects
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Troubleshooting client payments

What different payment error messages mean and how to help your client resolve them
Elli Neeld avatar
Written by Elli Neeld
Updated over a week ago

Reversing a payment marked as paid

How to undo or edit a payment you marked as "paid"
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Issuing a refund

Use HoneyBook to issue full or partial refunds to your clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago