Payments and Finances

Entering your legal entity name

How to correctly enter your legal entity name for bank account verification

Written by Elli Neeld
Updated over a week ago

Understanding payment statuses

Using HoneyBook payment statuses to keep track of your cash flow

Written by Elli Neeld
Updated over a week ago

Restricted businesses

All about the business and product categories HoneyBook supports

Written by Elli Neeld
Updated over a week ago

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

Can I use my own payment processor to accept payments?

Understanding the options for accepting payments through HoneyBook

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

Written by Marika Tabilio
Updated over a week ago

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

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

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 over a week ago

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

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

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

Understanding your Profit & Loss tool

How to find and use your Profit & Loss Bookkeeping tool

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

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

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

HoneyBook Capital FAQ

Understanding the ins and outs of applying for and accepting loans through HoneyBook Capital

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