How to Create and Send Invoices In GoHighLevel

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Invoices are an essential part of running a business, and GoHighLevel simplifies the process with powerful tools for creating, managing, and automating billing.

Whether you need to send a one-time invoice or set up recurring payments, this step-by-step guide will walk you through the entire process.

Why Use GoHighLevel for Invoices?

GoHighLevel’s invoice system offers robust features to streamline your billing:

  • One-Time and Recurring Invoices: Flexible options for all billing needs.
  • Custom Branding: Add your logo and personalize invoices.
  • Automated Scheduling: Set invoices to send automatically on specific dates.
  • Integrated Payments: Collect payments easily through Stripe or PayPal.

How to Create and Send Invoices In GoHighLevel

Step 1: Access the Invoices Feature

  1. Log into Your Account:
    • Navigate to the sub-account where you want to create invoices.
  2. Open the Payments Tab:
    • On the left-hand menu, select Payments, then click on Invoices.
  3. Create a New Invoice:
    • Click the New Invoice button in the top-right corner to get started.

Step 2: Choose the Invoice Type

GoHighLevel offers two types of invoices based on your business needs:

1. One-Time Invoice

  • Ideal for one-off services or products.
  • Sent to clients for a single payment request.

2. Recurring Invoice

  • Best for subscriptions, retainers, or recurring services.
  • Automatically sends invoices on a set schedule.

Step 3: Set Up Recurring Invoices

Recurring invoices are perfect for automating billing for regular services. Here’s how to configure them:

Recurring Frequency:

  1. Choose the Schedule:
    • Options include daily, weekly, monthly, or yearly.
  2. Set Invoice Dates:
    • Define the day of the month or week when the invoice will be sent.
    • Example: Send invoices on the 1st of each month.
  3. Start and End Dates:
    • Start Date: Choose when the recurring schedule begins.
    • End Date Options:
      • Never: Continues indefinitely.
      • On a Specific Date: Stops on a predetermined date.
      • After a Set Number of Payments: Ends after X invoices.
  4. Send in Advance:
    • Decide how many days before the due date the invoice should be sent (e.g., 7 days).

Step 4: Customize Your Invoice

Client Information:

  1. Select a Client:
    • Choose an existing client from your contact list.
    • If the client isn’t listed, click Add Client to input their details manually.
  2. Verify Client Details:
    • Ensure the client’s name, email, and phone number are accurate.

Add Invoice Items:

  1. Choose a Product or Service:
    • Click Add Item to select the product/service you’re billing for.
    • Not set up a product yet? Add new items under the Products section in the Payments tab.
  2. Item Details:
    • Enter a description, quantity, and price for each item.
    • Example:
      • Item: Website Development Package.
      • Price: $1,500.

Taxes and Discounts:

  1. Add Taxes:
    • Specify applicable taxes based on your region.
    • Set up taxes under Settings > Payments > Tax Configuration.
  2. Apply Discounts:
    • Add percentage or fixed-amount discounts for special promotions.

Notes Section:

  • Use the Notes field to add any additional information, such as:
    • “Custom website design tailored to your business.”

Recurring Templates:

  1. Add Your Logo:
    • Upload your business logo for consistent branding.
  2. Finalize the Template:
    • Preview the template to ensure all details are accurate.

Step 5: Save and Automate Invoice Delivery

  1. Save the Invoice:
    • Click Save to store the invoice.
  2. Set Delivery Options:
    • Choose how the invoice will be sent:
      • Email & Text: Sends through both channels.
      • Email Only or Text Only.
  3. Enable Auto-Pay:
    • Allow clients to save their payment details for automated payments.

Step 6: Verify and Monitor Invoices

Check Scheduled Invoices:

  • Confirm the sending schedule:
    • Example: An invoice sent on January 30th, 2025, for a due date of February 6th, 2025.

Track Payments:

  • GoHighLevel organizes payment statuses, making it easy to track overdue, pending, and completed payments.

Pro Tips for Using Invoices in GoHighLevel

  1. Use Recurring Invoices for Subscriptions:
    • Automate billing for long-term clients to save time and reduce manual effort.
  2. Test Before Sending:
    • Send a test invoice to yourself to ensure everything looks professional.
  3. Optimize Tax Settings:
    • Configure tax details for accurate reporting during tax season.

Conclusion

With GoHighLevel’s invoicing system, you can streamline your billing process, improve cash flow, and offer clients a seamless payment experience.

Whether you’re managing one-off payments or recurring subscriptions, this tutorial ensures you have everything you need to succeed.

Take advantage of GoHighLevel’s invoicing features and watch your business operations become more efficient.

Ready to get started? Log in to your account and create your first invoice today!