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Question

Deleting an invoice

  • June 19, 2024
  • 4 replies
  • 30 views
Eugenia LaRue

Early in June, I invoiced a client two days in advance of their first paid session. Upon receiving the invoice, they canceled and are not moving forward with coaching at this time. I need to delete the invoice. I’ve searched and researched how to do this. I can’t find anything. I’ve tried editing the invoice by removing the service, removing the quantity, and moving the due date far in the future, but HB keeps sending me notices that it’s past due. I am afraid they are also harassing the client with these messages which may affect my ability to get them into future coaching. I’ve also emailed a HB rep but have not received in a response in a week. Can anyone please assist me? I’ve done only three invoices in HB (two were paid on time as normal.) It’s becoming very frustrating that an anomaly is this hard to overcome and help is this difficult to find.

      4 replies

      A
      • Anonymous
      • June 20, 2024

      Your option would be to archive the project and mark it as “project canceled.” This will also stop sending payment reminders to your client as well. Hope that helps! 

        Laura Murphy-Find Your Freedom
        Forum|alt.badge.img+3

        @Eugenia LaRue as Mike said you can archive the project but then you would have to unarchive if they wanted future coaching. Simply go to the client’s project, click the files tab, and when you see the invoice you sent, hit the 3 dots on the right and click delete.

         

         

          Eugenia LaRue

          Mike, Thank you so much! I’m trying to learn the dynamics of Honeybook as I go so I wasn’t sure how to accomplish what I needed. This worked perfectly and was a huge help!

            A
            • Anonymous
            • June 20, 2024

            You’re welcome! If you’re new to HoneyBook, it can be a little bit of a learning curve at first, but once you get the hang of it, it’s a great tool for your business! Also, just an fyi, you mentioned you emailed HoneyBook but haven’t had a response? Try the live chat option next time if you’re stuck on an issue, they are usually pretty responsive on chat! Hope you have a great day! 

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