bookeeping

Hi ​@Ada Neikens, I’m Matthew, a brand designer and HB Pro 😊 alright let’s get you sorted, shall we?

Was this just an invoice? Or did it have a contract associated with it? I believe if there’s a contract you won’t be able to delete, but an invoice is easy.

Video Tutorial I recorded for you

First, locate the file in question, either via the search bar at the top of your HoneyBook dashboard, or by navigating to the client’s Project Workspace in question—once in the workspace, click on the Files tab and locate the Smart File (invoice). 

Click into the Smart File’s summary page and go to the Payment section. You can click the three dots to unmark as paid. Then if you still need to delete the invoice, go to the top right of the screen, click the three vertical dots and delete file.

Hope this helps, Ada!