I am wrapping up some work for the first “hourly” client that I’ve billed through Honeybook, which has presented a few challenges.
I had them sign a contract and pay a deposit on the next page. Their work has wrapped up and they’re not a retainer client that will have ongoing work, so I need to send a final invoice with the total number of hours worked.
Ok, fine. I went in to the original invoice and updated the amount for the total number of hours worked. I’m then required by HB to notify the client that there have been changes made to their invoice so I turned that into an email letting them know their final invoice was ready and sent it off.
My client was NOT happy that when he clicked on the link he was taken directly to the contract, and was insulted that I was showing him the “legalese” when requesting a payment.
Yes, he could’ve clicked “Next” to get to the invoice, but that wasn’t obvious, and he’s an older client, so it’s not as intuitive for them.
My questions are:
- Shouldn’t there be a way to send the invoice separate from the contract?
- Is there a way to indicate that a payment is a deposit so that it will show up as a deduction on a future invoice. For example:
Total hours worked: 10 = $1000
Minus deposit: -$250.00
Total due: $750.00 - Is there ANY way to turn off the “must notify client of changes to an invoice” step? I wanted to adjust his due date as I didn’t mean to set it to the date the invoice was sent, and I really don’t want to have to send him yet another email.
