Predefined Payment Terms (Net 15, Net 30, etc.) Per Customer or Invoice
Support predefined payment terms (Net 15, Net 30, Net 60, Due on Receipt, etc.) at customer and invoice level. Setting a default term on a customer auto-populates the due date on every invoice raised for that customer, calculated from the invoice date. Today the due date is set manually as a calendar date on each invoice. Predefined terms remove the need to calculate the date each time and keep terms consistent per customer relationship.
John Bromley 5 days ago
Predefined Payment Terms (Net 15, Net 30, etc.) Per Customer or Invoice
Support predefined payment terms (Net 15, Net 30, Net 60, Due on Receipt, etc.) at customer and invoice level. Setting a default term on a customer auto-populates the due date on every invoice raised for that customer, calculated from the invoice date. Today the due date is set manually as a calendar date on each invoice. Predefined terms remove the need to calculate the date each time and keep terms consistent per customer relationship.
John Bromley 5 days ago
Customer-Assigned Tax Rates
Assign a default tax rate to each customer so the correct rate is applied automatically when invoicing them, rather than entering it manually each time. Also support marking customers as tax-exempt so no tax is applied to their invoices. Particularly relevant for US sales tax (where rates vary by county/state and customer location determines the applicable rate) and any other jurisdiction where tax is customer-specific rather than business-specific. Complements the existing per-line-item tax entry, which handles taxable vs non-taxable items, while this entry handles the customer-level rate assignment.
John Bromley 5 days ago
Customer-Assigned Tax Rates
Assign a default tax rate to each customer so the correct rate is applied automatically when invoicing them, rather than entering it manually each time. Also support marking customers as tax-exempt so no tax is applied to their invoices. Particularly relevant for US sales tax (where rates vary by county/state and customer location determines the applicable rate) and any other jurisdiction where tax is customer-specific rather than business-specific. Complements the existing per-line-item tax entry, which handles taxable vs non-taxable items, while this entry handles the customer-level rate assignment.
John Bromley 5 days ago
Edit Invoice Number Per Invoice
Let users edit the invoice number on individual invoices, not just set a starting number for the workspace. Useful when migrating from another invoicing system that has gaps in the sequence, when matching invoice numbers to an external numbering scheme (e.g. QuickBooks Desktop), or when an invoice needs to be reissued with a specific number. Today the starting invoice number can be set, but individual invoices follow the auto-incremented sequence without an option to override.
John Bromley 5 days ago
Edit Invoice Number Per Invoice
Let users edit the invoice number on individual invoices, not just set a starting number for the workspace. Useful when migrating from another invoicing system that has gaps in the sequence, when matching invoice numbers to an external numbering scheme (e.g. QuickBooks Desktop), or when an invoice needs to be reissued with a specific number. Today the starting invoice number can be set, but individual invoices follow the auto-incremented sequence without an option to override.
John Bromley 5 days ago
Toggle Stripe Payment Methods Per Invoice or Customer
Let users control which Stripe payment methods (credit card, ACH, etc.) are available on a per-invoice or per-customer basis, rather than having all Stripe methods enabled across all invoices. Common use case: high-value invoices where users want ACH-only to avoid card processing fees, while still allowing credit card on smaller recurring invoices. Today there's no way to toggle this without going into Stripe settings directly.
John Bromley 5 days ago
Toggle Stripe Payment Methods Per Invoice or Customer
Let users control which Stripe payment methods (credit card, ACH, etc.) are available on a per-invoice or per-customer basis, rather than having all Stripe methods enabled across all invoices. Common use case: high-value invoices where users want ACH-only to avoid card processing fees, while still allowing credit card on smaller recurring invoices. Today there's no way to toggle this without going into Stripe settings directly.
John Bromley 5 days ago
Upload Custom Icons for Payment Methods
Let users upload a custom icon or logo for each payment method so the payment page shows branded visuals (e.g. Interac for Canadian e-Transfer, PayNow for Singapore, regional bank logos) rather than a generic icon. Particularly useful for the "Custom payment" type, where the underlying method isn't a known platform with a default logo, and for region-specific payment options that customers recognise by their brand.
John Bromley 6 days ago
Upload Custom Icons for Payment Methods
Let users upload a custom icon or logo for each payment method so the payment page shows branded visuals (e.g. Interac for Canadian e-Transfer, PayNow for Singapore, regional bank logos) rather than a generic icon. Particularly useful for the "Custom payment" type, where the underlying method isn't a known platform with a default logo, and for region-specific payment options that customers recognise by their brand.
John Bromley 6 days ago
Rename Payment Methods with Custom Labels
Let users set a custom customer-facing label for each payment method. For example, displaying "Stripe" as "Credit Card" or "Card Payment" on the payment page, since end customers don't always recognise the underlying processor name. Should apply to all payment method types (Stripe, custom payment, bank transfer, etc.) without affecting the underlying integration or how the method works.
John Bromley 6 days ago
Rename Payment Methods with Custom Labels
Let users set a custom customer-facing label for each payment method. For example, displaying "Stripe" as "Credit Card" or "Card Payment" on the payment page, since end customers don't always recognise the underlying processor name. Should apply to all payment method types (Stripe, custom payment, bank transfer, etc.) without affecting the underlying integration or how the method works.
John Bromley 6 days ago
Reorder Payment Methods on the Payment Page
Let users rearrange the order in which payment methods appear on the invoice payment page. Today methods display in the order they were added, with no way to change them after the fact. Useful when adding a new preferred method that should sit at the top of the list, or simply organising the layout to match how users want customers to see their options.
John Bromley 6 days ago
Reorder Payment Methods on the Payment Page
Let users rearrange the order in which payment methods appear on the invoice payment page. Today methods display in the order they were added, with no way to change them after the fact. Useful when adding a new preferred method that should sit at the top of the list, or simply organising the layout to match how users want customers to see their options.
John Bromley 6 days ago
Make Customer Address Optional
Allow customers to be created and saved without requiring an address. Today the form blocks customer creation if an address isn't entered. Plenty of service businesses (consulting, online services, repeat retail customers, etc.) don't need a customer address on file or on the invoice. Making the field optional removes friction during customer creation and on invoices where the address isn't relevant.
John Bromley 6 days ago
Make Customer Address Optional
Allow customers to be created and saved without requiring an address. Today the form blocks customer creation if an address isn't entered. Plenty of service businesses (consulting, online services, repeat retail customers, etc.) don't need a customer address on file or on the invoice. Making the field optional removes friction during customer creation and on invoices where the address isn't relevant.
John Bromley 6 days ago
client portal
A client portal that allows clients to conveniently access their accounts by logging in, designed for seamless integration into the website.
An Anonymous User 16 days ago
client portal
A client portal that allows clients to conveniently access their accounts by logging in, designed for seamless integration into the website.
An Anonymous User 16 days ago
Different Line Items on the First Invoice in a Recurring Schedule
Support recurring schedules where the first invoice includes additional or different line items compared to every subsequent recurring copy. Common use case: a one-off setup or implementation fee on the first invoice alongside the standard recurring fee, then only the recurring fee on every invoice after that. Today this requires creating two separate invoices (one for setup + first cycle, one recurring with the next date set in the future). Native support would let users define the whole arrangement on a single recurring schedule.
John Bromley 17 days ago
Different Line Items on the First Invoice in a Recurring Schedule
Support recurring schedules where the first invoice includes additional or different line items compared to every subsequent recurring copy. Common use case: a one-off setup or implementation fee on the first invoice alongside the standard recurring fee, then only the recurring fee on every invoice after that. Today this requires creating two separate invoices (one for setup + first cycle, one recurring with the next date set in the future). Native support would let users define the whole arrangement on a single recurring schedule.
John Bromley 17 days ago
Merge Tokens in Invoice Payment Instructions
Support template tokens (e.g. {customer_name}, {customer_reference}, {invoice_number}, {due_date}, {amount_due}) inside the invoice payment instructions text block. Write the payment text once with dynamic placeholders that auto-fill per invoice. Particularly useful for manual bank transfer flows where users want to instruct customers to include a specific reference on the transfer (e.g. "Please use reference {customer_reference} on the payment") so incoming transfers can be matched back to the right customer or invoice.
John Bromley 17 days ago
Merge Tokens in Invoice Payment Instructions
Support template tokens (e.g. {customer_name}, {customer_reference}, {invoice_number}, {due_date}, {amount_due}) inside the invoice payment instructions text block. Write the payment text once with dynamic placeholders that auto-fill per invoice. Particularly useful for manual bank transfer flows where users want to instruct customers to include a specific reference on the transfer (e.g. "Please use reference {customer_reference} on the payment") so incoming transfers can be matched back to the right customer or invoice.
John Bromley 17 days ago
Customer Reference Field
Assign each customer a unique reference identifier (e.g. "ACME-001", "CUST-2026") from the customers list. The reference sits on the customer record itself and becomes available across the product wherever a customer is involved (invoices, templates, exports, bank transfer reconciliation, etc.). Particularly useful for matching incoming bank transfers to the right customer when invoices are paid manually rather than through a payment processor.
John Bromley 17 days ago
Customer Reference Field
Assign each customer a unique reference identifier (e.g. "ACME-001", "CUST-2026") from the customers list. The reference sits on the customer record itself and becomes available across the product wherever a customer is involved (invoices, templates, exports, bank transfer reconciliation, etc.). Particularly useful for matching incoming bank transfers to the right customer when invoices are paid manually rather than through a payment processor.
John Bromley 17 days ago
Customise Which Metrics Show in Analytics Top Tiles
The top of the analytics view shows four fixed tiles (Unpaid, Collection Rate, Overdue Rate, Cancellation Rate). Let users choose which four metrics appear in those top slots from a wider list including invoices sent, invoices paid, average payment time, top customer, total revenue, and others currently shown lower down or not at all. Different users care about different headline numbers, so locking everyone into the same four limits how useful the dashboard is at a glance.
John Bromley 17 days ago
Customise Which Metrics Show in Analytics Top Tiles
The top of the analytics view shows four fixed tiles (Unpaid, Collection Rate, Overdue Rate, Cancellation Rate). Let users choose which four metrics appear in those top slots from a wider list including invoices sent, invoices paid, average payment time, top customer, total revenue, and others currently shown lower down or not at all. Different users care about different headline numbers, so locking everyone into the same four limits how useful the dashboard is at a glance.
John Bromley 17 days ago
Auto-Generate QR Codes from Payment Link URLs
When adding a payment link, have HoneyBill auto-generate the QR code from the URL rather than requiring users to screenshot the QR from their bank app and upload it manually. Removes the save-and-upload step and ensures the QR always matches the link it sits next to.
John Bromley 18 days ago
Auto-Generate QR Codes from Payment Link URLs
When adding a payment link, have HoneyBill auto-generate the QR code from the URL rather than requiring users to screenshot the QR from their bank app and upload it manually. Removes the save-and-upload step and ensures the QR always matches the link it sits next to.
John Bromley 18 days ago
Add Payment Links Directly to Invoices
Add a one-off payment link to a specific invoice without first setting it up as a reusable workspace payment method. Particularly useful for bank and payment apps where each link has a fixed amount tied to a single invoice (Monzo Business, Wise, Revolut, PayPal request links, etc.), where creating them as workspace-wide payment options doesn't fit the workflow.
John Bromley 18 days ago
Add Payment Links Directly to Invoices
Add a one-off payment link to a specific invoice without first setting it up as a reusable workspace payment method. Particularly useful for bank and payment apps where each link has a fixed amount tied to a single invoice (Monzo Business, Wise, Revolut, PayPal request links, etc.), where creating them as workspace-wide payment options doesn't fit the workflow.
John Bromley 18 days ago
Completed
Set a custom starting invoice number
Allow users to set the starting invoice number for their workspace, so anyone migrating from another invoicing system (or continuing a long-running numbering sequence) can preserve continuity. Example: a freelancer is currently at invoice 600 in their previous system. When they switch to HoneyBill, the next invoice should be 601, not 1, so their accountant and audit trail stay clean. Useful for: - Migrating from another invoicing tool (FreshBooks, QuickBooks, Xero, spreadsheets, etc.) - Continuing an existing numbering sequence after reincorporation or rebrand - Resetting numbering at the start of a financial year Worth considering alongside: the ability to edit the number on a specific invoice if the sequence needs a one-off adjustment.
John Bromley about 1 month ago
Completed
Set a custom starting invoice number
Allow users to set the starting invoice number for their workspace, so anyone migrating from another invoicing system (or continuing a long-running numbering sequence) can preserve continuity. Example: a freelancer is currently at invoice 600 in their previous system. When they switch to HoneyBill, the next invoice should be 601, not 1, so their accountant and audit trail stay clean. Useful for: - Migrating from another invoicing tool (FreshBooks, QuickBooks, Xero, spreadsheets, etc.) - Continuing an existing numbering sequence after reincorporation or rebrand - Resetting numbering at the start of a financial year Worth considering alongside: the ability to edit the number on a specific invoice if the sequence needs a one-off adjustment.
John Bromley about 1 month ago
Completed
Download time tracker entries to CSV
Allow users to be bale to download a CSV of all the time tracked entries based on filters applied.
John Bromley about 1 month ago
Completed
Download time tracker entries to CSV
Allow users to be bale to download a CSV of all the time tracked entries based on filters applied.
John Bromley about 1 month ago
Completed
Email Branding
I’d like to replace the HoneyBill logo at the top of the emails with my own logo. I’d also like to see the ability to remove the “if you have any questions…” portion on the bottom/footer of the email with our own contact information so our clients would contact us if there is a problem instead of HoneyBill directly. I don’t mind a small powered by HoneyBill on the bottom of the email with a possible option to turn it off. See notes in red on the image below.
Denise W about 1 month ago
Completed
Email Branding
I’d like to replace the HoneyBill logo at the top of the emails with my own logo. I’d also like to see the ability to remove the “if you have any questions…” portion on the bottom/footer of the email with our own contact information so our clients would contact us if there is a problem instead of HoneyBill directly. I don’t mind a small powered by HoneyBill on the bottom of the email with a possible option to turn it off. See notes in red on the image below.
Denise W about 1 month ago
Import Historical Invoices
Bulk-upload your existing invoice history from another tool (FreshBooks, Xero, QuickBooks, Invoiless, etc.) into HoneyBill so you have one place for past, current, and future billing rather than juggling two systems. Useful when migrating to HoneyBill: import customers, then their historical invoices alongside, so client invoice history is complete from day one. Upvote if you'd use this and drop a comment with what tool you're migrating from so we can shape the build.
John Bromley about 1 month ago
Import Historical Invoices
Bulk-upload your existing invoice history from another tool (FreshBooks, Xero, QuickBooks, Invoiless, etc.) into HoneyBill so you have one place for past, current, and future billing rather than juggling two systems. Useful when migrating to HoneyBill: import customers, then their historical invoices alongside, so client invoice history is complete from day one. Upvote if you'd use this and drop a comment with what tool you're migrating from so we can shape the build.
John Bromley about 1 month ago
Custom fields on invoice line items
Add support for custom attributes on invoice line items (e.g. size, colour, SKU, material, dimensions) so each item can carry information beyond the default name, quantity, and rate fields. Useful for users selling physical goods with variants, or anyone whose work needs structured detail per line item that the standard fields don't capture. Different from reusable products and services (which is about saving items to a catalog for reuse). The two could work together, where custom attributes are defined once on a saved product and pulled in automatically.
John Bromley about 1 month ago
Custom fields on invoice line items
Add support for custom attributes on invoice line items (e.g. size, colour, SKU, material, dimensions) so each item can carry information beyond the default name, quantity, and rate fields. Useful for users selling physical goods with variants, or anyone whose work needs structured detail per line item that the standard fields don't capture. Different from reusable products and services (which is about saving items to a catalog for reuse). The two could work together, where custom attributes are defined once on a saved product and pulled in automatically.
John Bromley about 1 month ago