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Question

setting up invoice to take Deposits?

  • February 20, 2024
  • 2 replies
  • 40 views

Shannon Depenza

How do you set up the payment portion of your invoice on Honey Book to take Deposits?

2 replies

Shannon Depenza

How do you set up the payment portion of your invoice on Honey Book to take Deposits?


kitzzy
HoneyBook Employee
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  • HoneyBook Employee
  • March 18, 2024

Hi Shannon,

When creating the invoice template, you can use the Payment Schedule section to add in installments with separate due dates. To collect a deposit upfront, you can set the first payment to be due on the invoice date for the amount of your deposit. Then you can have 1 other payment for the remainder due on the project date or other date, or add multiple ones if you want to collect payment at different intervals throughout the project. 

Check out this help article for more details: https://help.honeybook.com/en/articles/5189729-creating-and-sharing-an-invoice#h_50aa1476e0

Let me know if that helps solve it.

Thanks,

Kitzzy