Edit Dynamic Product Details in GoHighLevel Mobile Transactions

This guide explains how to edit dynamic product details in mobile transactions using GoHighLevel. If you are moving from tools like ClickUp into a client fulfillment workflow, understanding how to adjust products at checkout in the GoHighLevel mobile app will help you keep orders accurate, flexible, and easy to manage on the go.

Dynamic products let you modify item details directly in a mobile transaction without changing the original product record. This is ideal when you need to customize pricing, quantities, or notes at the moment of sale.

What Are Dynamic Products in GoHighLevel?

In GoHighLevel, a dynamic product is a product added to a mobile transaction that you can edit for that specific order only. The base product settings remain unchanged in your global product catalog, while the mobile transaction reflects your custom values.

This is useful when you need to:

• Adjust the price for a special discount or custom quote.
• Change the quantity on the spot.
• Update the product name or description to match a one-time offer.
• Add notes for internal tracking or client-specific details.

All of these adjustments are stored with that specific GoHighLevel transaction, giving you clear records without affecting other customers or future orders.

Access Mobile Transactions in GoHighLevel

Before editing dynamic products, you first need to open the appropriate mobile transaction inside the GoHighLevel mobile app.

Step 1: Open the GoHighLevel Mobile App

1. Unlock your mobile device.
2. Locate and tap the GoHighLevel app icon.
3. Log in using your account credentials if prompted.

Once logged in, make sure you are in the correct sub-account or workspace where the transaction was created.

Step 2: Navigate to Payments or Transactions

1. From the app dashboard, open the menu or navigation bar.
2. Tap on Payments or Transactions, depending on how your GoHighLevel layout appears.
3. Browse the list of recent mobile transactions.
4. Select the specific transaction that contains the dynamic products you want to edit.

After opening the transaction, you will see the list of products attached to that order.

How to Edit Dynamic Product Details in GoHighLevel

Once you have the transaction open, you can adjust product information for that individual order without modifying the master product in GoHighLevel.

Step 3: Open the Product Edit View

1. Within the transaction details screen, locate the Products section.
2. Tap on the dynamic product you want to edit.
3. This opens the product detail view where you can modify fields for this specific transaction.

Step 4: Edit Product Name and Description

In the product edit view, you can customize how the product appears on the order.

• Product Name – Change the label to match a unique offer, package, or promotion.
• Description – Add or update descriptive text that clarifies what is included.

These edits only affect this transaction in GoHighLevel and will not rename the product in your main catalog.

Step 5: Adjust Pricing and Quantity

Dynamic products let you quickly customize financial details at checkout.

• Unit Price – Modify the price to apply discounts, special rates, or one-off quotes.
• Quantity – Increase or decrease the number of units purchased.
• Subtotal – This typically updates automatically based on price and quantity.

Always review these values to ensure the payment amount in GoHighLevel accurately reflects your agreement with the customer.

Step 6: Edit Taxes, Discounts, and Fees

Depending on your GoHighLevel configuration, you may see additional editable fields.

• Tax – Apply or modify tax for this transaction if required by your local rules.
• Discount – Add a discount amount or percentage for this specific order.
• Additional Fees – Include any service fees, setup costs, or surcharges.

Confirm that these values are correct, as they directly affect the total the customer will pay.

Step 7: Add Internal Notes or Line Item Notes

Dynamic product editing in GoHighLevel usually allows you to attach notes that clarify the transaction.

• Internal Notes – Information only your team sees, such as approval references or special instructions.
• Line Item Notes – Details that may appear on invoices or receipts, helping customers understand the custom product.

Adding clear notes can reduce confusion later and provide better context for your finance or fulfillment teams.

Save and Review Your Changes in GoHighLevel

Step 8: Save the Updated Dynamic Product

1. After making changes, scroll to the bottom of the product edit screen.
2. Tap Save or Update to commit your edits.
3. You will be taken back to the transaction summary view.

Check that the updated product name, pricing, and quantity now appear correctly within the GoHighLevel transaction.

Step 9: Confirm the Transaction Total

Once your dynamic product changes are saved, review the full transaction:

• Verify each line item for accuracy.
• Confirm tax, discounts, and total amount.
• Ensure any notes are clear and correctly placed.

If anything looks incorrect, tap back into the product and adjust again before finalizing payment or sending the receipt.

Best Practices for Mobile Dynamic Products in GoHighLevel

To get the most out of mobile dynamic products in GoHighLevel, keep these practices in mind:

• Use clear naming so team members can quickly recognize custom offers.
• Document discounts in notes for audit trails and client history.
• Standardize tax rules to avoid inconsistent calculations across transactions.
• Train your team on which values can be changed per transaction and which should remain consistent.

Following a consistent approach ensures reliable reporting and easier reconciliation across your GoHighLevel payments and invoices.

Additional Resources on GoHighLevel Dynamic Products

For the official, most up-to-date reference on editing dynamic products in mobile transactions, review the original GoHighLevel documentation here: GoHighLevel Help Center – Dynamic Products.

If you need strategic implementation help, funnel optimization, or CRM setup around GoHighLevel, you can explore expert consulting services at Consultevo.

By learning how to edit dynamic product details inside mobile transactions, you unlock the flexibility to customize every order in GoHighLevel while keeping your core product catalog stable and clean.

Need Help With GoHighLevel?

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