Honeybook is a powerful project management and invoicing tool for freelancers and small businesses. One of its key features is the ability to link your bank account to Honeybook, allowing you to easily manage your finances and receive payments from clients. In this article, we will outline the steps involved in adding a bank account to Honeybook and linking it for use with invoices.
How To Add Bank Account To Honeybook
Step 1: Log in to Honeybook To begin, log in to your Honeybook account. If you do not have an account, you can sign up for a free trial.
Step 2: Navigate to the Settings section Once you are logged in, click on the “Settings” tab located on the main navigation menu. From the drop-down menu, select “Banking.”
Step 3: Connect your bank account Click on the “Connect Bank Account” button located on the Banking page. Honeybook supports a wide range of banks, so select your bank from the list provided. You will then be prompted to enter your login details for your bank account. Enter your credentials and click “Connect.”
Step 4: Confirm bank account details Once you have connected your bank account, Honeybook will automatically import your transactions. Review your bank account details to ensure they are correct and then click “Save.”
Step 5: Set up your bank account in Honeybook To set up your bank account in Honeybook, go to the “Banking” section and select your bank account from the list. From here, you can specify your account type, the account name, and the opening balance.
Step 6: Link your bank account to invoices To link your bank account to invoices in Honeybook, go to the “Invoices” section and select the invoice you wish to edit. In the “Payment Method” section, select your bank account from the drop-down menu. You can also specify the payment due date and the payment reference.
Step 7: Save and send the invoice Once you have linked your bank account to the invoice, save the changes and send the invoice to your customer. Your customer can now pay you directly into your bank account using the payment details provided.
Adding a bank account to Honeybook and linking it to invoices is a straightforward process that can be completed in just a few steps. By connecting your bank account, you can easily manage your finances and receive payments from clients without having to manually transfer funds. Whether you are a freelancer or a small business owner, Honeybook is a great tool for managing your finances and invoicing customers.