Finance and Payments
Learn how to get paid, manage client payments, and about other financial features
36 articles
Glossary: Finance and Payments
Payment processing times, transaction fees, and client payment options
Track HoneyBook payments
What to do if your client can't pay
Payment statuses and what they mean
I don't see my payments in my bank account. Where are they?
Track payments on a drafted smart file
What to do if your client pays a different amount
Send manual payment reminders using the mobile app
Track your client paying outside of HoneyBook
How to reverse a payment marked as paid
Turn autopay on or off
How bank holidays can delay payment processing
Prevent credit card disputes and fraud
Handle credit card disputes
How autopay works in HoneyBook and when to use it
Link a bank account or card to your Finance Overview page
Streamline financial tracking using the Finance Overview page
Set a yearly revenue goal
Set up late fees
Let clients add a tip
Create and share pay links in HoneyBook
Track and manage business expenses in HoneyBook
Connect your bank account to HoneyBook
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 business information, bank details, and owner information in HoneyBook
What American documents you can use when linking your bank account