Tackling the planning and implementation of large client projects? With this template, you can create custom invoices in minutes.
Managing social media channels and email campaigns? Use this template to create a professional invoice for your services.
Handling your clients administrative tasks, like invoicing and customer relationship management? This invoice has all the fields you need to bill clients quickly and easily.
Whether you strictly handle administrative tasks, or you manage everything from social media calendars and blogging to bookkeeping -- being a successful virtual assistant is a lot of work. And the more clients you take on, the more juggling it requires.
HoneyBook makes it easier to run your business, by simplifying the tedious, time-consuming tasks you deal with daily. You can organize your clients’ information in HoneyBook’s CRM to make communication faster. You can use a custom proposal template and a virtual assistant client intake form to prose a new client engagement. You can use a virtual assistant contract template and an invoice template to accelerate client onboarding and invoicing. And you can accept client payments -- via debit card, credit card, or bank transfer -- in a secure online portal to make bill pay easier on everyone. Best yet, you can access all of these tools from anywhere with HoneyBook’s mobile app.
This means you can focus your attention on helping your clients onboard, communicate with, and invoice their clients, rather than dealing with your own.HoneyBook for Virtual assistants
Start by selecting a virtual assistant invoice template that best fits your services and pricing model, and customize the design to match your personal branding. You can change the colors to your brand colors, add in personalized banner images, and upload your logo as well.
When you’re happy with it, you simply add in relevant details, like:
Then, just share it with your clients via HoneyBook’s online client portal. Your clients can pay with their debit card or credit card in the same space, and you’ll get an automatic notification as soon as they do.
No matter how you choose to bill your clients, HoneyBook has templates designed to make invoicing easy, including:
You don’t have time to chase down client payments. But if your clients frequently forget to pay their bill or drag their feet whenever you send an invoice, you may not have a choice. HoneyBook fixes this by letting you share your invoices in an online client portal and send regular invoice reminder emails. And your clients can pay their bill securely in the online platform too, which means bill pay is frictionless for everyone involved.
Your clients expect you to be professional when handling their client and customer interactions. So to maintain trust with them, you need to make sure you’re always putting your best foot forward. HoneyBook’s VA invoice templates make it possible for you to create and send professional invoices in minutes. And using HoneyBook’s secure payment portal, you can process payments like a pro, too.
Even if you handle the financial side of your clients’ businesses, calculating taxes is a pain. Using Honeybook’s built-in tools for virtual assistants, you can calculate tax percentages and discounts in individual invoices with a few clicks and keystrokes.
You’re in business to help your clients run their businesses efficiently. But that can be difficult to do if you spend lots of time creating invoice templates, slogging through inefficient invoicing processes, or managing client payments by hand. HoneyBook helps you focus on your clients, by automating all of your invoicing tasks. Using the set of customizable virtual assistant invoice templates, you can create and share invoices quickly. You can accept debit, credit, and bank transfer payments with HoneyBook’s secure payment portal. And if you need to send payment reminders, you can set a schedule and HoneyBook will take care of that too.