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Editing a payment schedule or include taxes AFTER I've already send the invoice?

  • September 30, 2024
  • 1 reply
  • 26 views

MANNY BTS

I’ve been trying to adjust a payment schedule and includes taxes on the invoice but I can’t seem to find it in the help center. Is this possible?

Best answer by Sally Florey

Hey @MANNY BTS—Sally here from the marketing team. 

Is this a recurring invoice?

If so, there’s a really helpful article here in our help center about how to do this. “You can still make edits to a recurring invoice after you've sent it, regardless of whether the client has completed a payment, unless the invoice is overdue.”

If not, then there’s some tips in this article for how to edit your smartfile after it’s been sent.  

I hope this helps!

1 reply

Sally Florey
HoneyBook Employee
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  • HoneyBook Employee
  • Answer
  • October 10, 2024

Hey @MANNY BTS—Sally here from the marketing team. 

Is this a recurring invoice?

If so, there’s a really helpful article here in our help center about how to do this. “You can still make edits to a recurring invoice after you've sent it, regardless of whether the client has completed a payment, unless the invoice is overdue.”

If not, then there’s some tips in this article for how to edit your smartfile after it’s been sent.  

I hope this helps!