Payments and Bank Info

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

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33 articles in this collection
Written by Marika Tabilio
Getting Started with Payments

HoneyBook Payments FAQ

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

Understanding HoneyBook Advanced Funds

How to take an advance on a future client payment
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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
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Written by Marika Tabilio
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
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Written by Marika Tabilio
Updated over a week ago
Managing Client Payments

Your clients' payment options in HoneyBook

Easily accept credit card and bank transfer payments
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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
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Written by Marika Tabilio
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!
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Written by Marika Tabilio
Updated over a week ago

Cancelling a recurring payment

How to stop any future recurring payments from processing
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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
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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
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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
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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
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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
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Written by Marika Tabilio
Updated over a week ago

Sending manual payment reminders

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

Booking in person

How to use HoneyBook to book a client in person
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Written by Marika Tabilio
Updated over a week ago

Issuing a refund

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