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Question

Adding service AFTER payment

  • April 10, 2024
  • 2 replies
  • 24 views

Ariel Reyes

Hello all,

 

A client has signed the contract and made a payment, but afterward decided to add another service. Is there a way for them to do this on their own or what’s the workflow for something like that?

 

Additionally, the amount she paid was based on the total of the selection of services. Can the additional amount be collected afterward as well?

 

Thanks

2 replies

Diana The Finer Points
Luminary
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She needs to fill out a new one. 

  1. the contract doesn’t include the new service because she already signed. 
  2. this is the equivalent of checking out on any online platform and forgetting an item. We have to start over. 

Can you resend a new file to them so they can add the new service they want?

 

You can edit the file FOR them and add it if you want, but they need to APPROVE changes


Octavia Elease
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Hey there Ariel👋🏾

 

I’m Octavia, a HoneyBook Pro!

 

You will have to make the changes in the smart file and resend it.

  1. Go to the smart file in question and click to open. You can search using the search bar, or locate the file from within the project’s Activity or Files tabs.
  2. Click Edit File to the top right of your screen.
  3. Make any updates you need, then click Publish Changes.
  4. Now, you can choose to email the client to alert them to the updates, or not! They’ll see the changes next time they open the smart file either way—but we do recommend letting them know with an email.
  5. If you’re emailing the changes to your client, update the email copy as necessary and click Send.

 

Here is an article to help if you need: https://help.honeybook.com/en/articles/5356616-editing-resending-a-smart-file#h_d41ec8abdf

 

If you need any further help, I offer free clarity calls: https://calendly.com/octaviaeleasedesigns/clarity-call