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Dubsado to Honeybook with existing client invoice

  • August 18, 2024
  • 7 replies
  • 43 views
IJORERE

I’m new to honeybook and I have existing clients invoices that I need to move from Dubsado to Honeybook. I’m not sure if I existing invoices to Honeybook, so I can edit it as needed. 

Best answer by Carmel Arad

Hi
Carmel from the product team. Once you subscribe to HoneyBook you can use our file setup service to convert all your active invoices to HoneyBook invoices. You just upoad a CSV with those invoice details and we create projects with those invoices for you to continue tracking in HoneyBook. You can read more about this here.

Happy to have you join HoneyBook. We're here to make your transition as smooth as possible.

    7 replies

    Carmel Arad
    HoneyBook Employee
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    • Carmel AradHoneyBook Employee
    • HoneyBook Employee
    • Answer
    • August 18, 2024

    Hi
    Carmel from the product team. Once you subscribe to HoneyBook you can use our file setup service to convert all your active invoices to HoneyBook invoices. You just upoad a CSV with those invoice details and we create projects with those invoices for you to continue tracking in HoneyBook. You can read more about this here.

    Happy to have you join HoneyBook. We're here to make your transition as smooth as possible.

      IJORERE
      • IJORERE
      • Author
      • Newcomer
      • August 18, 2024

      Thank you so much Carmel, I will try to do follow your instructions. I thought I read somewhere that the file setup service is an one time thing though?

      Cassie H of Premier Ops Spot
      Community Legend
      Forum|alt.badge.img+7

      Thank you so much Carmel, I will try to do follow your instructions. I thought I read somewhere that the file setup service is an one time thing though?

      Hey there! File setup service is a one time offering, but if you didn't know about the Open invoice option, or if you're past the technical due date, they will still do it for you ❤️ 

      Here's a video I made to walk you through it: https://youtu.be/hgoszSqpJtA?si=BCvEKW13WEu7k2el

      HB Pro | Process Optimization & Business Consulting
        Carmel Arad
        HoneyBook Employee
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        • Carmel AradHoneyBook Employee
        • HoneyBook Employee
        • August 18, 2024

        It should be available for 14 days after you start uploading files. If you are not sure about your status you can reach out to our support team and see if they can assist. 

        IJORERE
        • IJORERE
        • Author
        • Newcomer
        • August 19, 2024

        I’m definitely pass the 14 day deadline. The issue is that on Dubsado, I can only download the invoices in PDF format not excel or csv and when I’ve attempted to convert is doesn’t work, so I’m a bit frustrated right now. I feel like I need to start up an invoice all over again. 

        Cassie H of Premier Ops Spot
        Community Legend
        Forum|alt.badge.img+7

        I’m definitely pass the 14 day deadline. The issue is that on Dubsado, I can only download the invoices in PDF format not excel or csv and when I’ve attempted to convert is doesn’t work, so I’m a bit frustrated right now. I feel like I need to start up an invoice all over again. 

        How many open invoices do you have? Can you manually enter them into the csv file? 

        HB Pro | Process Optimization & Business Consulting
        IJORERE
        • IJORERE
        • Author
        • Newcomer
        • August 25, 2024

        I have just 2 but 1 of them is very extensive, so I was trying to avoid manually inputting them, but I guess I have no choice. 

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