Money Talk

Hi all. Can someone help me understand the financial reporting and dashboard? I find it confusing and inaccurate. The Home Screen has one number, my overview says another. HB took away the one way I felt confident in checking the amount of payments received. You use to be able to select a custom date range and see the payment totals for the time period. I feel like that was the most accurate information but HB removed it in a recent update (stop “fixing” stuff that isn’t broken and taking away features that we use). A report of projects booked between this date and this date feels wildly unhelpful as I have clients on reoccurring subscriptions and then other projects that don’t warrant a date because it’s design work.  I use to be so good at always knowing my numbers and sales but now it’s extremely frustrating to track especially as I do quarterly tax payments, etc. HB please bring back the custom date range in the Payment tab and add it to the other financial reports.  Also, perhaps

How do I create SOME ITEMS to be recurring and others to be one-time fees on my invoice?

When will Honeybook begin offering more competitive ACH transfer processing fees? Stripe is 0.8% capped at $5 and Dubsado (direct competitor) is also 0.8% with $5 cap. Link here for reference: https://help.dubsado.com/en/articles/8901346-dubsado-payments-processing-fees

I contacted support about this but thought I’d write it here for the development team to see + anyone that agrees to chime in on. But I’m based in Canada and so automatically have my invoices sent in CAD. However, I work with a lot of US clients and 1. It may be off putting for them to pay in CAD (even though it automatically gets converted to USD) 2. I sometimes miss out on cash when I am estimating the USD to CAD conversion based on their budget, but exchange rates change all the time, so sometimes I may be getting less than their budget.  Long story short it would be great to be able to select what currency you want your invoice be sent in — especially for recurring invoices. What do yall think? 

Has anyone heard an explanation from Honeybook why it takes 7-8 days for ACH payments to post to your bank account? That seems awfully long considering other options like Quickbooks take 24-48 hours to post ACH transactions. I feel 7-8 days is a significant time to take for payments to post. Could be a real problem for many companies cash flow. 

I’ve recently noticed that HoneyBook transactions are not showing up on my QB sales tax liability report. I collect sales tax on all HB invoices, and when I look at the invoices after they are sent to QB I can see the sales tax…. but those transactions are not showing up in my reports. I’ve emailed my CPA about the issue, but would love feedback from someone here who might know if something is wrong on the HB side of things, or a possible fix. Thanks!  

I run a mobile bar business. I give my clients the option to pay the full gratuity and not allow a tip jar at their event. Or, they can pay part of the gratuity, and allow a tip jar on the bar. Is there a way to set this as a selectable option on the invoice?

I was super excited to see the option for instant deposit when looking at my finances. I set everything up and had my first payment go through as such. However, why am I paying for instant deposit when it’s not actually instant deposit? Some invoices I’m paying upwards of $10.00 for instant deposit and to me, that is a deposit within minutes. It’s been almost 24 hours since I paid for an instant deposit and have yet to receive my payment. Frustrating to say the least.

Hi lovely Honeybook Community!!Seems like a lot of us would love to offer a payment plan / split pay option vs. pay in full to our clients in invoices while they are selecting services and scheduling time with us. I found a workaround for this using a “checkout” page I built on my website + Honeybook automations + lead forms. My goal was to be able to do almost everything through Honeybook, especially collecting recurring payments automatically! Although it adds an extra step (and seems a little long on the backend), on the client end it’s looking seamless and actually provides a sense of urgency for them to pay the invoice in order to confirm the service.If anyone is interested message me and I’ll record a Loom video walking you through how I set it up for a new service I’m offering! 

I have created an account in quickbooks that is the same as my checking account but labeled account returns - I can see the account when pulling down the main account for syncing setup - but in the return account set up the only account that comes up is discounts given  

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Hey everyone,If you're in an area with multiple sales tax jurisdictions (state + county + city, etc.), you've probably noticed that HoneyBook's built-in tax reporting doesn't break things out in a way that's actually useful when it's time to remit.I ran into this myself and got tired of manually cross-referencing invoices with payment records in a spreadsheet every quarter, so I built a little browser-based tool that does it for me.You feed it your invoice PDFs and your All Payments CSV (Finance → Tax Hub → All Payments Completed) and it matches everything up, splits the tax out by jurisdiction and rate, flags anything that doesn't line up, and lets you export the whole thing to Excel or PDF.Everything runs locally in your browser — nothing gets uploaded anywhere.I put it up here if anyone wants to check it out: HoneyBook Sales Tax Reconciliation ToolOne heads-up if you try it: when you export invoices from HoneyBook, use Print (Ctrl+P / Cmd+P) → Save as PDF from the print dialog, not

I keep trying to download my 2025 1099 form or the payments processed summary but all I get is a “You’re form has been downloaded” in the upper right hand corner of my screen but I can not find it anywhere. Is there somewhere else I should be looking or something I should be doing?

A few (2-3 months) ago my CPA reached out to me with concerns over the reports I had been sending her saying the numbers are not adding up. Please take a deep dive into your reports. I have to submit monthly taxes to the state which I think is usual through most states. My taxable and non taxable sales are always calculated inaccurately sometimes completely omitting the sale at all and just leaving a zero on all the fields. I have submitted so many tickets with always the response of we see your ticket and we have forwarded it to the “development team” or “engineering team”. I’m not upset with any customer service I’ve received they have all been super attentive and tried to help but this is out of their control which I completely understand. I’ve been unable to get a manager or anyone who has any power to actually address this issue and get it fixed after being patient for months. As a customer I expect these reports to be accurate because it’s not them who will get in trouble for sub

hi all! I created an invoice quickly to a client so she can get onboarded. When she booked a call with me it created a project. I should’ve created the invoice inside of her project but i didn’t think of that. Is there anyway to merge them together?

Hello!  I need expanded reporting that is easy to view. We currently use Shopify for our POS system and online sales and HB for our custom orders and events. What we need to be able to easily view:-Sales for the events that happen each month. Since our final payments are due 30 days prior, the current file reports do not work. We need to see the months events and the dollar amount for the month, not booked revenue.  -Breakdown of items sold- for example- I would like to look back and see what our leading items we sold each month and year were. This helps us with trends, ensuring our delivery fees, rentals and baked goods are all separate in our planning. A break down of each item would be amazing- Total delivery fee, total cookies, total cakes, total rental etc.  I have had nothing but issues the last year with reporting not downloading across my two laptops. I would love to be able to view this online with out downloading, similar to how Shopify is. 

I really need this to be addressed.Currently, my team members are able to see the prices that clients paid for their services. This has consistently created issues, as contractors naturally compare those figures to their own compensation—without any visibility into overhead costs, operating expenses, taxes, or whether I am even able to pay myself in a given year.This crosses significant professional boundaries for me.It would be extremely beneficial—and frankly necessary—for team members to be able to see which services were selected and purchased, without seeing what the client paid for them. Knowing the scope of work is appropriate and operationally helpful; knowing revenue is not.Pricing visibility is internal, sensitive business information. Sharing it with contractors who are not responsible for payroll, expenses, insurance, marketing, software, legal costs, or financial risk creates unnecessary tension and misunderstanding.Please make this an option at the permission level so bus

Hi Honeybook Users! Question in regards to invoices/Payments. When a client makes a payment of say $500, when its in my honeybook balance its only like $492. Does honeybook take a percentage for use of CC? If so, How do I add the percentage to CC payments in my invoices?

In the Smart Invoice system, when a payment is refunded, the refunded amount does not reappear as an outstanding balance. This creates a serious issue for us.Many of our clients choose to pay by check to receive the pay-by-check discount and avoid credit card processing fees. If they accidentally pay by card and the payment is refunded, Smart Invoice is not restoring that payment as due, so the invoice shows as fully paid even when it isn’t.Because I am waiting for the physical check to arrive to manually mark the payment as complete, if the check never comes, the system provides no alert or indication that a balance is still owed. If this is not caught manually, a client could effectively avoid paying, which is completely unacceptable.This functionality needs to be corrected as soon as possible.

Hey everyone! 👋Quick question... has anyone figured out how to link Rocket Money with HoneyBook to better organize expenses for taxes? It would be such a game-changer if there were a way to sync or automate this! Any workarounds, integrations, or tips would be amazing. 🙏

Hi Gang 👋🏼Anyone have a referral for an Accountant / CPA for small business tax prep? Would be great if it were woman-owned but not a deal breaker. Thanks in advance! 

There used to be a "Dues & Subscriptions" as well as "Professional Prints option in the Tax Category drop down on the expenses page and they are no longer available.  How do we bring these options back? Personally, I used these two options the most as a photographer and would love to continue categorizing in this way. 😅

Good Morning, A client’s card was declined for insufficient funds. This has happened once before and she corrected it with no problems. This time she is telling me… When I click on link to go to invoice It says only people in US or Canada can access. Can you please help? 

Any idea why my client is receiving this message? I confirmed the email is the same. We have been emailing back and forth just fine, but for some reason now that she is trying to make her final payment, she is receiving this message. I even tried resending the payment link. 

I wanted to share some feedback regarding how Smart Files handle payment plan selections and how it impacts the “Upcoming Payments” tracking.When a client receives a Smart File and selects a payment plan—let’s say two installments—but doesn’t complete the payment (either because they aren’t ready or plan to choose a different plan like 12 installments later), HoneyBook still reflects that selection as an upcoming payment. For example, if the total is $1200 and they select two payments, my dashboard shows a $600 upcoming payment—even though no payment has actually been submitted and the client never finalized their selection.This creates a misleading view of my actual expected income, because the client might ultimately choose a different plan (like 12 payments) or not pay at all yet. It throws off my ability to track true upcoming revenue.Suggestions: Only reflect upcoming payments once a client has completed payment authorization. Or, show the full amount due as a single figure—or e