Payments and Bank Info

Setting up your account to get paid, managing client payments, and tracking the' status of payments

Marika Tabilio avatar
24 articles in this collection
Written by Marika Tabilio
Managing Client Payments

Your clients' payment options in HoneyBook

Easily accept credit card and bank transfer payments
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Editing clients' payment options

Update payment settings—such as payment type, gratuity options, and auto-pay—within Invoices or Proposals
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Setting up recurring payments

Learn how to set up automatic monthly payments in HoneyBook—and make your life easier!
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Sending payment reminders

How to set up automated payment reminders for your clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Turning payment reminders off or on

How to adjust the setting for automatic payment reminders
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 this week

Marking payment as paid: client paid outside of HoneyBook

How to record a payment you received in cash or check outside of HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Marking payment as paid: file in draft mode

How to manually record a payment as paid when the file is still in draft mode
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

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 this week

Booking in person

How to use HoneyBook to book a client in person
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