Creating a HoneyBook Smart File Invoice
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- Опубліковано 26 сер 2024
- Do you need smart file help? Learn how to create HoneyBook smart files with ease by following our simple tutorial. Create smart file client invoices within HoneyBook to help organize your small business.
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Very Helpful, Kristi - Thanks.
Thorough and clear.
Happy it helped! :)
Hello these are helpful been trying to figure it out myself what a adventure what are the graphic sizes for I upload files and they get cut off and I cant figure it out
It depends on where you are trying to add the graphics! Do you mean the header, thumbnail, invoice line item icon, all of the above??
Thank you this helped
You're welcome! So happy it helped!
Can you save an invoice you created in honeybook without sending it? invoice was sent directly and we don't want to resend it. How can I save so it shows up on my invoices sent and outstanding invoices? I don't want it to be a draft as customer received hard copy of invoice already and doesn't want to do it through email.
Unfortunately, for financial data to be reported in HoneyBook, the invoice must be sent through email to the client. That does not mean they have to pay it via HB though! You can manually mark it as paid. But draft invoices will not count towards your financial reporting.
Hi - Is it possible to retrieve an invoice just by the invoice number alone? How would I go about doing that? Thanks in advance
Currently it is not, you need to search for the project and find the invoice that way.
Hey ☺️ Should you create an invoice for each package you create?
It depends how many packages you have! If you have only a few then I would say yes. If you have a lot, then I would suggest having one invoice that you can add items to from the "Packages" section.
HI, Can I decactivate the Payment Page. For eg I want to send a client an invoice but i dont want them to pay yet, is there a way that i can send only invoice and not have them pay ?
Currently no, if you have an invoice you must have a payment page. If you want it to be more of a "Proposal" feel. Then I would recommend just sending a Smart File with a service blocks section :)
Hi there! I just issued my first refund and don’t know how to cancel the remaining balance/project. How do I do that? 😅
Hey! There is a "stop recurring" button that you can press, and if you expire the file then it will shut off the payments. Hope that helps! You can always chat with HB support through the chat in the bottom right corner as well and they can double-check that everything is turned off for you.
Can you automate the invoices once the client selected a package or service?
In this case, I would recommend having a smart file with the first page being package selection, then they can just move on to the following pages with contract and invoice.
If you have multiple clients, do you override the info on the invoice from the original client? What if you have to go back and look at the previous invoice and the info is gone? If I created different invoices, it seems excessive to have a bunch of invoices saved if I had 10+ clients.
I suggest having an invoice template. If all of the pricing and deliverable info is the same, then one template works. Once you add it to a client portal, then that invoice is unique to the client, but the invoice still exists in the template center. Also, the invoice is not gone once it is sent to the client, you can always go back into their project to reference their invoice.