How to Send Your First Invoice in GoHighLevel

If you are moving your workflow from tools like ClickUp into a unified CRM and billing system, learning how to send an invoice in GoHighLevel is an essential first step. This guide walks you through everything needed to create, customize, and send your first invoice so you can get paid quickly and keep your financial records organized.

Why Use GoHighLevel for Invoicing

Using the built-in invoicing tools inside GoHighLevel lets you manage clients, pipelines, and payments in one place. Instead of juggling multiple systems, you can create professional invoices directly from the same platform where you track leads and projects.

With GoHighLevel invoicing, you can:

• Create itemized invoices with quantity and price
• Assign invoices to specific contacts or companies
• Apply discounts, taxes, and notes
• Save invoices as drafts or send instantly
• Track payments and outstanding balances

Prerequisites Before Creating a GoHighLevel Invoice

Before you send your first invoice, make sure a few basic items are in place within GoHighLevel:

• You have an active GoHighLevel account with access to the Payments & Invoices features.
• Your company details (business name, address, and logo) are configured in your account settings so they can appear on invoices.
• You have at least one contact or company record created for the customer you will invoice.
• Your preferred payment processor is connected, if you want customers to pay online directly from the invoice.

Once these items are ready, you can begin creating an invoice inside GoHighLevel.

Step-by-Step: Create a New GoHighLevel Invoice

Follow these steps to build and send your first invoice using GoHighLevel invoicing tools.

Step 1: Open the Invoices Section in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the main left-hand navigation, locate the Payments or Invoices area (depending on your interface version).
3. Click Invoices to open the main invoice list view.

This section shows all invoices you have created, including drafts, sent invoices, and paid invoices.

Step 2: Start a New Invoice

1. In the Invoices screen, click the New or Create Invoice button.
2. A new invoice editor window or page will open, allowing you to enter all details.

The GoHighLevel invoice editor is usually divided into key sections: customer information, invoice details, line items, and payment settings.

Step 3: Add Customer Details

Next, connect the invoice to the correct contact or company in GoHighLevel:

1. In the Customer or Client field, search for your existing contact.
2. Select the correct contact record from the dropdown list.
3. Confirm that the name, email address, and any other necessary customer data are accurate.

If the customer does not yet exist, create a new contact record, then return to the invoice screen and select that new record.

Step 4: Configure Basic Invoice Information

Set the general details for the invoice in GoHighLevel:

• Invoice Number: Enter a unique invoice number or use the automatically generated one.
• Issue Date: Choose the date you are creating or sending the invoice.
• Due Date: Select when payment is due, such as Due on receipt or a specific calendar date.
• Currency: Confirm the correct currency for your invoice.

These details help you track and manage client payments more efficiently.

Step 5: Add Line Items to Your GoHighLevel Invoice

Line items describe the products or services you are billing for. In GoHighLevel, add them as follows:

1. Click Add Item or a similar button within the invoice editor.
2. Enter a name or description for the product or service.
3. Specify the quantity (e.g., hours, units, sessions).
4. Set the unit price for each item.
5. Confirm that the total for each line is calculated correctly.

Repeat these steps for every product or service you want to include on the invoice.

Step 6: Apply Discounts, Taxes, and Notes

Most invoices need some customization. Within GoHighLevel, you can adjust the final amount and add important context:

• Discounts: Add a percentage or fixed-amount discount if you are offering a reduction in price.
• Taxes: Apply applicable sales tax or VAT. Ensure your tax rate is set correctly in your account settings.
• Additional Notes: Use the notes or memo field to include terms, scope of work, or special instructions for the customer.

These fields help keep your invoice accurate and clear for both you and your client.

Step 7: Choose Payment Options in GoHighLevel

If you have configured a payment processor, GoHighLevel can include a payment link in your invoice so clients can pay online.

1. In the payment settings section, verify that your connected processor (for example, Stripe) is active.
2. Enable the option to Allow online payments if it is not already turned on.
3. Check any additional payment preferences, such as partial payments or accepted card types, if available in your account.

Online payments can significantly speed up your cash flow, since customers can pay directly from the invoice email.

Step 8: Review the GoHighLevel Invoice Preview

Before sending, always review how your invoice will appear to the client:

• Look over all line items, taxes, and discounts for accuracy.
• Confirm that your business name, address, and logo display correctly.
• Check that the client email, due date, and total amount are correct.

Most GoHighLevel interfaces allow you to open a full preview or PDF-style view so you can see exactly what your client will receive.

Step 9: Save the Invoice as Draft or Send

Once you are sure everything is correct, choose how to finalize your invoice in GoHighLevel:

• Save as Draft: Use this if you want to review the invoice later, have a manager approve it, or wait for more details.
• Send Invoice: Use this option to email the invoice directly to the client.

When you click Send, GoHighLevel will typically prompt you to confirm the recipient email address and may display a preview of the email message. After sending, the invoice status will update in your list view.

Tracking and Managing GoHighLevel Invoices

After sending your first invoice, you can monitor its status within the GoHighLevel Payments or Invoices section.

Common Invoice Statuses in GoHighLevel

Typical statuses you may see include:

• Draft: Created but not yet sent to the client.
• Sent: Delivered to the customer but not yet paid.
• Viewed: The customer has opened the invoice link or email.
• Paid: Full payment has been received and recorded.

Use these statuses to follow up with customers who have not yet paid or to reconcile your records with bank statements and payment processor reports.

Editing or Resending a GoHighLevel Invoice

If you need to correct an error or resend an invoice:

1. Open the Invoices list in GoHighLevel.
2. Click on the invoice you want to modify.
3. Edit the necessary fields such as line items, notes, or due date.
4. Save your changes.
5. Use the Resend or Send again option if you need the client to receive an updated copy.

Always confirm that any changes match your agreement with the client before resending.

Best Practices for GoHighLevel Invoicing

To get the most from your invoicing workflow inside GoHighLevel, consider these tips:

• Create standard invoice templates for recurring services.
• Set consistent invoice numbering and due date policies.
• Include clear payment terms and late fee policies in your notes section.
• Regularly review outstanding invoices and follow up proactively.

Optimizing these steps can help you run a more predictable and professional billing process.

Additional Resources for GoHighLevel Invoices

For more help on building systems around invoicing, automation, and CRM workflows, you can find strategy resources at Consultevo.

If you want to compare this guide with the official product documentation, you can review the original instructions on the GoHighLevel support portal here: How to Send Your First Invoice Using HighLevel.

By following the steps in this article, you can confidently send your first invoice in GoHighLevel and build a repeatable billing process that supports your business growth.

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