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Honeypod
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Features · Customers and projects

Every customer relationship in one file.

Revenue, open items, projects, time entries, invoices, quotes, subscriptions, calls and follow-ups sit together, instead of being spread across mailbox, scraps of paper and spreadsheets. Whatever is still unbilled sits right at the top.

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The customer file of Nordlicht Verlag: Total revenue, Outstanding, Margin and Pays after as tiles, below them the unbilled hours in Herbstprogramm, revenue per year and the invoices. On the right the activity with follow-ups, a call, an email and a meeting. The customer file of Nordlicht Verlag: Total revenue, Outstanding, Margin and Pays after as tiles, below them the unbilled hours in Herbstprogramm, revenue per year and the invoices. On the right the activity with follow-ups, a call, an email and a meeting.
The customer list with eight customers. Each row shows contact person, email address for invoices, town, number of invoices, outstanding amounts, revenue and the last contact, from yesterday to six months ago. The customer list with eight customers. Each row shows contact person, email address for invoices, town, number of invoices, outstanding amounts, revenue and the last contact, from yesterday to six months ago.

Customer list

Everything that matters about each customer, in one row.

Next to each name are the contact person, outstanding amounts, revenue and the last contact. The search also finds addresses, phone numbers and tax numbers.

Communication

Calls, emails and meetings, with date and time.

Every contact goes into the file’s activity, as a note, call, email or meeting. Honeypod adds invoices, payments, reminders and quotes in between by itself. If you want to follow up, you set a follow-up in the same step.

The activity in the customer file: A call is being entered, with a follow-up on 8 January 2027, once or repeating and, if you like, in this computer’s calendar. Below it earlier entries and a completed follow-up. The activity in the customer file: A call is being entered, with a follow-up on 8 January 2027, once or repeating and, if you like, in this computer’s calendar. Below it earlier entries and a completed follow-up.

Follow-ups

Whatever is due makes itself known.

When a follow-up’s day comes, it appears on the overview, with “Done” and the way to the file. While Honeypod is running, it also shows up as a notification. Follow-ups can repeat every month, every quarter or every year and go into your computer’s calendar as an event. After a quote has been sent, Honeypod creates one itself, to follow up.

The overview’s monthly calendar in December. On the 28th a note about the music school and an overdue follow-up about Kranichhof Immobilien, marked red. The overview’s monthly calendar in December. On the 28th a note about the music school and an overdue follow-up about Kranichhof Immobilien, marked red.

Projects

What a job costs is on the project.

A project collects a customer’s time entries, billable expenses, invoices and quotes, with its own hourly rate and budget. The bar shows how much of it is logged and how much is already billed. Anything beyond it shows in red.

The projects in Honeypod: Tiles for active projects, logged time, unbilled and billed amounts. Below them four projects with budget bars, outstanding amount and status. The projects in Honeypod: Tiles for active projects, logged time, unbilled and billed amounts. Below them four projects with budget bars, outstanding amount and status.
The running timer at the bottom of the sidebar, its window above it: since 08:48 for Studio Perlmutt on the Relaunch 2027 project, billable at 65,00 € per hour, with “New task” and “Stop”. The running timer at the bottom of the sidebar, its window above it: since 08:48 for Studio Perlmutt on the Relaunch 2027 project, billable at 65,00 € per hour, with “New task” and “Stop”.

Timer

The timer keeps running when Honeypod is closed.

Started on a project, it sits at the bottom of the sidebar and in the macOS menu bar. Only its start is stored. Over midnight it splits the time between both days.

Billing time and an expense for Studio Perlmutt, grouped by task and rounded to 15 minutes: 4:50 becomes 5:00 hours. The expense comes with a 10 % markup. Billing time and an expense for Studio Perlmutt, grouped by task and rounded to 15 minutes: 4:50 becomes 5:00 hours. The expense comes with a 10 % markup.

Billing

The item is rounded, not the entry.

Unbilled time becomes items, by entry, by task or by project, rounded in plain sight if you like. Expenses you bill on to the customer come with your markup.

Import customers

Your invoices become your customer list.

Honeypod reads customer number, contact person, address and VAT ID from your invoices. Beforehand it shows what it will create and what it will add. Whatever is already filled in stays as it is.

Importing customers from invoices: Two new customers with number and address, one gets its contact person added, for a fourth the customer number is already taken. Importing customers from invoices: Two new customers with number and address, one gets its contact person added, for a fourth the customer number is already taken.
The header of Studio Perlmutt’s customer file with the “Late payer” label: On average the studio pays after 27 days, an invoice for 2.998,00 € is outstanding. The header of Studio Perlmutt’s customer file with the “Late payer” label: On average the studio pays after 27 days, an invoice for 2.998,00 € is outstanding.

Payment behaviour

Late payers stand out.

Honeypod measures after how many days customers pay on average. If that is longer than your payment terms, “Late payer” appears in the file.

The tax details of a customer in Vienna: The Austrian VAT ID with the “Check” button, below it the VAT set by country and VAT ID. New invoices therefore get reverse charge EU. The tax details of a customer in Vienna: The Austrian VAT ID with the “Check” button, below it the VAT set by country and VAT ID. New invoices therefore get reverse charge EU.

Tax

Entered once, right on every invoice.

From country and VAT ID, Honeypod works out whether an invoice carries VAT. It checks the VAT ID with the EU register.

What’s more

  • Invoices and quotes in the customer’s language, German or English
  • Non-billable time logged separately
  • Keyboard shortcuts such as ⌥⌘T to stop the timer or restart the last task
  • Customer type business or private individual, for interest and the lump sum when chasing payment
  • Customer numbers in your own format, with a preview
  • A separate delivery address, also in the e-invoice
  • E-invoice per customer, with the reference as a required field
  • Dynamic salutation with first and last name in the cover letter
  • Group subscriptions by customer and bill a customer’s due ones in one invoice
  • Revenue per customer in the analysis, your top customers on the overview
  • From the calendar into the file with one click
  • Customers, contacts, follow-ups, projects and time entries on every one of your computers

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