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Testing Your Own Process with $0.00 Invoice

  • January 25, 2024
  • 3 replies
  • 43 views

Erin Taylor
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Is there a way to test your own process without actually entering your credit card information? 

 

Even when I add a 100% discount, it requires credit card. The web developer fake credit card numbers for testing don’t have expirations or CVCs. Does Honeybook have a number we can use for testing? I understand I could just enter my own number but I don’t feel like that is an acceptable solution, especially when I explain the process to clients or those interested. 

3 replies

Vinasweet
  • January 29, 2024

I’m having this issue as well. It wants credit card information on a free consultation. Like how can this be avoided unless they're paying for an additional service. 


Megan Herron
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  • Newcomer
  • January 29, 2024

Are you meaning for a lead form? If so, I would just add a workflow to a test project, skip the lead form! If you’re meaning for a proposal you send after the client inquires, manually mark the payment as paid and then after you’re done, you can “undo mark as paid” using the payments tab in the project! 


Megan Herron
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  • Newcomer
  • January 29, 2024

@Vinasweet if it’s a free consultation, don’t include an invoice/payment page in your lead form!