Finance and Payments
Learn how to get paid, manage client payments, and about other financial features
37 articles
Glossary: Finance and Payments
HoneyBook reports overview: Track revenue, leads, projects, and more
Set a yearly revenue goal
Streamline financial tracking using the Finance Overview page
Add, edit, and import business expenses in HoneyBook
Link a bank account or card to your Finance Overview page
HoneyBook cash flow and project profit: Smarter business insights
HoneyBook Profit & loss tool retired: Use Cashflow graph for income tracking
Connect your bank account for HoneyBook payments
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 your business and bank information in HoneyBook
What American documents you can use when linking your bank account