How to Set Up the Send Recurring Invoice Action in GoHighLevel

If you manage client projects in ClickUp but run billing through GoHighLevel, automating recurring invoices is essential for saving time and avoiding missed payments. This guide walks you step by step through configuring the Send Recurring Invoice action inside GoHighLevel so your clients are billed on schedule with minimal manual work.

By the end of this article, you will know how to build a workflow, attach a recurring invoice, and use key options like default card, retry billing, and tax settings to streamline your invoicing process.

What the GoHighLevel Send Recurring Invoice Action Does

The Send Recurring Invoice action in GoHighLevel creates automated invoices based on a recurring schedule you define. When this action runs inside a workflow, the system can:

• Generate invoices automatically at set intervals
• Charge the contact's saved card when allowed
• Apply tax and discounts
• Send invoice emails to your customers
• Retry failed payments according to your rules

This action is ideal for subscriptions, retainers, membership fees, and any service billed on a regular basis inside GoHighLevel.

Prerequisites Before You Use GoHighLevel Recurring Invoices

Before adding the Send Recurring Invoice action to a workflow in GoHighLevel, confirm the following are ready:

• Payments enabled: Your payment gateway (such as Stripe) is integrated in your sub-account.
• Contact records: Contacts you will bill are in your CRM.
• Products or services: You know which line items, prices, and taxes you plan to charge.
• Workflow access: You can create or edit workflows in your GoHighLevel account.

These prerequisites ensure the recurring invoices can generate, be sent, and successfully charge cards where permitted.

How to Create a Workflow in GoHighLevel

To use recurring invoices, you first need a workflow that defines when the billing should start.

1. Go to Workflows:
   Log into your GoHighLevel sub-account and open the Automations > Workflows section.

2. Create or edit a workflow:
   Click + New Workflow or open an existing workflow where you want the billing logic.

3. Set a trigger:
   Select a trigger such as Contact Created, Pipeline Stage Changed, or any other trigger that fits when you want the recurring billing to start.

Once you have the workflow framework in place, you can insert the GoHighLevel recurring invoice action.

Adding the Send Recurring Invoice Action in GoHighLevel

Next, insert and configure the Send Recurring Invoice action inside your GoHighLevel workflow.

1. Add an action:
   Inside your workflow, click the + icon where you want the recurring invoice to be created.

2. Select the action:
   From the list, choose Send Recurring Invoice. This opens the configuration panel for the action.

3. Select the contact:
   The workflow automatically runs for the current contact, so the recurring invoice will be tied to that contact record.

Now you can define the details of how the invoice should behave each time it recurs.

Configuring Recurring Invoice Settings in GoHighLevel

The power of this GoHighLevel feature is in its detailed configuration. Work through each setting carefully to match your billing model.

Basic Recurring Invoice Details

• Invoice Name: Add a descriptive name so you can easily recognize the schedule in your billing system.
• Description: Optionally describe what this recurring charge covers, such as Monthly Marketing Retainer.
• Start Date: Define when the recurring invoice should begin. This can be immediate or a future date.
• Frequency: Choose how often the invoice recurs, such as weekly, monthly, or annually.

Configure these fields to match the billing cycle you use for that customer or product.

Invoice Line Items in GoHighLevel

Each recurring invoice must include at least one line item.

1. Add products or services:
   Specify the item name, quantity, and price for each billing line.

2. Apply discounts:
   Optionally add a percentage or fixed discount if the customer has a special rate.

3. Configure tax:
   Enable or disable tax on each line as needed based on your region.

These line items are repeated on every invoice the action generates in GoHighLevel.

Payment Collection Options

Depending on your payment settings, the recurring invoice can automatically attempt to charge the contact.

• Charge default card on file: Enable this if you want GoHighLevel to automatically bill the contact's saved card whenever the invoice is created.
• Retry billing: Turn on a retry strategy for failed payments and define how many attempts to make and at what intervals.
• Send invoice email: Ensure the customer receives the invoice link, even if automatic charging is enabled.

Review your payment gateway configuration to confirm which options are available in your account.

Advanced GoHighLevel Recurring Invoice Options

GoHighLevel also gives you control over finer details in the recurring invoice setup.

Invoice Duration and End Conditions

Decide how long the recurring schedule should run:

• End after a number of cycles: Stop after a specific count, such as 12 months.
• End on a specific date: Choose a calendar date where invoices will cease.
• No set end: Keep the recurring invoice running until you manually cancel it.

These controls are helpful for fixed-term contracts and long-term retainers handled in GoHighLevel.

Notes, Terms, and Customization

You can enhance each recurring invoice with additional information:

• Invoice notes: Add internal or customer-facing notes about the service or agreement.
• Payment terms: Define due dates or payment windows (for example, Net 7 or Net 30).
• Branding: Use your existing invoice templates, logos, and company details managed inside your GoHighLevel payments and invoice settings.

Clear terms and notes help reduce disputes and support smooth ongoing billing.

Testing the GoHighLevel Recurring Invoice Workflow

Always test your configuration before rolling it out to many clients.

1. Create a test contact:
   Add a dummy contact with your own email address and, if possible, a test card via your gateway's sandbox mode.

2. Enroll the contact:
   Trigger the workflow for this contact so the Send Recurring Invoice action can run.

3. Verify the invoice:
   Check the Payments or Invoices section in GoHighLevel to confirm the recurring invoice is generated correctly.

4. Review emails and payments:
   Make sure the test email arrives and that any automatic charge behaves as expected.

After confirming everything works, you can confidently apply the workflow to your real clients.

Troubleshooting Recurring Invoices in GoHighLevel

If your recurring invoices are not behaving as expected, review these common checks:

• Ensure the workflow is published and not in draft.
• Confirm the contact meets the workflow trigger conditions.
• Verify that a valid payment method is attached to the contact when auto-charging is enabled.
• Check that tax rules and line items are correctly configured.
• Review your payment gateway logs for declined transactions.

You can also refer to the official GoHighLevel documentation for this action at this support article for more screenshots and specific platform notes.

Next Steps and Additional Resources

Automating the Send Recurring Invoice action in GoHighLevel is a powerful way to stabilize your cash flow and reduce manual admin work. Once you have it running smoothly, consider expanding your workflows to include:

• Automated reminders for overdue invoices
• Tagging contacts based on payment status
• Segmenting subscribers by active, past due, or canceled

If you need strategic help designing scalable automations that connect your CRM, billing, and marketing systems, you can explore implementation and consulting services at Consultevo.

Use this guide as your reference whenever you configure or update recurring invoice workflows in GoHighLevel so your billing stays accurate, timely, and fully automated.

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