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:
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Only reflect upcoming payments once a client has completed payment authorization.
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Or, show the full amount due as a single figure—or even a baseline like $100—until a payment plan is confirmed. This would reflect the minimum payment possible, since many clients choose longer installment plans.
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Or, rename this section to something like “Proposal Amounts” or “Pending Selections” to clarify that it’s not locked-in revenue yet.
I hope this can be improved, as it would help keep my financial projections more accurate and reduce confusion. This is also included in overdue payments. maybe when should have a setting to turn off or on for including potential client selection in forecasts - upcoming, overdue... etc.???
Can someone explain maybe I’m missing something? I'm seeking understanding before sending as idea. Thanks!
