Set Up Mobile Autopayment for Recurring Invoices in GoHighLevel
If you manage billing in tools like ClickUp and want to streamline client payments on the go, GoHighLevel lets you enable mobile autopayment for recurring invoices with just a few taps. This guide walks you through exactly how to configure mobile autopay so your clients can securely authorize automatic charges from their smartphones.
What Is Mobile Autopayment in GoHighLevel?
Mobile autopayment in GoHighLevel allows your clients to automatically pay recurring invoices using a stored payment method, directly from their mobile devices. After you configure a recurring invoice, clients receive an invoice link, review the details, and then turn on autopay for that subscription.
Once enabled, GoHighLevel will automatically charge the selected payment method for each recurring invoice in the series, reducing late payments and manual follow-ups.
Prerequisites for Mobile Autopay in GoHighLevel
Before your clients can use mobile autopay, make sure the following are in place in your GoHighLevel account:
- An active payments integration (such as Stripe) connected to your GoHighLevel location.
- A recurring invoice already created and assigned to a contact.
- Proper email or SMS settings to send the invoice link to your client.
- Client access to a smartphone or mobile browser with internet connectivity.
Once these items are set, clients can start using the mobile autopayment experience with GoHighLevel invoices.
How Clients Enable Mobile Autopayment in GoHighLevel
The mobile autopayment feature is activated by the client when they open their recurring invoice on a mobile device. Below is the step-by-step flow they will see in GoHighLevel.
Step 1: Open the GoHighLevel Invoice on Mobile
1. The client receives a recurring invoice via email or SMS generated from GoHighLevel.
2. They tap the invoice link on their mobile device.
3. The invoice opens in a mobile-friendly view where they can see the billing details, due date, and total amount.
The mobile layout is optimized so that customers can quickly review the information before setting up autopay.
Step 2: Review Recurring Details in GoHighLevel
On the invoice page, the client can review:
- Invoice amount and taxes (if applicable).
- Billing frequency (for example, weekly, monthly, or yearly) configured in GoHighLevel.
- Next payment date and total due.
This confirmation step helps the client understand the recurring nature of the charges before authorizing mobile autopayment.
Step 3: Select Autopay Options in GoHighLevel
Next, the client chooses to enable mobile autopay. Depending on your setup, they may see:
- A toggle or checkbox to turn on autopayment for this recurring invoice.
- An option to save a payment method for future charges.
When they enable autopay, GoHighLevel will schedule automatic charges according to the recurring invoice schedule you configured at the account level.
Step 4: Add or Confirm a Payment Method
To complete the setup, the client must add or confirm their preferred payment method in GoHighLevel:
- They tap to add a new card or select an existing saved card if available.
- They enter required card details in the secure payment form.
- They confirm and authorize recurring charges tied to this invoice series.
GoHighLevel securely stores the payment information through the connected payment processor, so subsequent invoices can be paid automatically.
Step 5: Confirmation of Mobile Autopayment
After authorization, the client will see a confirmation that autopay has been enabled for the invoice. Typically, this includes:
- A message confirming that automatic payments are turned on.
- Information about when the next charge will occur.
- Instructions or a link for managing or canceling autopay if needed.
From this point forward, GoHighLevel will automatically process each recurring invoice according to the schedule, as long as the payment method remains valid.
Managing Recurring Invoices with GoHighLevel
As the account owner or admin, you control the structure of the recurring invoices while GoHighLevel handles the automation of charges once clients opt in to mobile autopayment.
Adjust Recurring Invoice Settings in GoHighLevel
Within your GoHighLevel account, you can:
- Edit invoice amount or line items.
- Change billing frequency or next invoice date.
- Pause or cancel the recurring series.
Any updates to the underlying invoice schedule in GoHighLevel will impact future mobile autopay charges, so always communicate major changes to your clients.
Monitor Successful and Failed Payments
Use your GoHighLevel payments and invoices dashboard to track:
- Successful autopay transactions for each billing period.
- Failed attempts caused by expired cards or insufficient funds.
- Outstanding balances requiring manual follow-up.
In the case of failed mobile autopay, you can resend the invoice link from GoHighLevel so the client can update their payment method on mobile.
Best Practices for Mobile Autopay in GoHighLevel
To get the most benefit from mobile autopayment in GoHighLevel, keep these practices in mind:
- Clear communication: Inform clients that invoices are recurring and explain how mobile autopay works.
- Transparent terms: Display billing frequency, amount, and cancelation terms clearly in your GoHighLevel invoice template.
- Reminders: Use automated reminders in GoHighLevel to notify clients before renewal charges, if desired.
- Easy support: Provide a support email or phone number on the invoice so clients can reach you with billing questions.
Learn More About GoHighLevel Billing Features
To dive deeper into how mobile autopayment and recurring invoices work, review the official GoHighLevel documentation here: Mobile Autopayment in Recurring Invoices. This external resource expands on the concepts summarized in this guide.
If you need strategic help implementing GoHighLevel for billing workflows, funnel automation, or CRM optimization, you can explore additional consulting resources at Consultevo, which specializes in marketing and automation platforms.
Summary: Using GoHighLevel for Mobile Autopay
Mobile autopay for recurring invoices makes it easier for your clients to pay and for you to maintain predictable cash flow. By creating a recurring invoice in GoHighLevel, sending it via email or SMS, and guiding clients to enable autopayment from their phones, you reduce friction and manual work for both sides.
Implement the steps in this article, monitor transactions in your GoHighLevel dashboard, and continue refining your communication around recurring billing so clients feel confident using mobile autopayment for long-term services and subscriptions.
Need Help With ClickUp?
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