Early payment

Question

I have a client whose invoice is set up as 2 payments: retainer and balance. They want to pay a portion of the balance early but there isn’t a place to edit the amount of the payment. How do I do that?

Anonymous · Answer

Hey Toni! I’m Justin, and I work on the help center here at HoneyBook. Let me see if I can help!

Are you trying to edit the payment schedule from the invoice’s file summary? You should be able to make changes to an invoice to add a payment and adjust the amounts when editing the invoice itself:

Go to the project for this client
Select the Files tab
Select the invoice your client wants to partially pay
Under Action Summary, select View Invoice
In the top-left corner of the new screen, select Edit.
Find the Payment Schedule section, then add a payment and adjust the payment amounts as needed. If the retainer payment is on this invoice and your client already paid that, you’ll need to notify your client that you made a change
From there, mark the payment as paid if you already received that partial balance payment

Let me know if that helps!

Sign up

Welcome to the Community

Scanning file for viruses.

This file cannot be downloaded