GoHighLevel Send Invoice Workflow Action Tutorial
This step-by-step tutorial shows you how to use the Send Invoice workflow action in GoHighLevel. If you have previously managed tasks or automations in ClickUp or similar platforms, this guide will help you quickly understand how invoice automation works inside GoHighLevel so you can streamline your billing processes.
The Send Invoice action lets you trigger automatic invoice emails directly from your workflows. By configuring this correctly, you can save time, reduce manual work, and keep your client billing organized.
What the GoHighLevel Send Invoice Action Does
The Send Invoice workflow action in GoHighLevel allows you to automatically send an invoice email to contacts that flow through a workflow. Instead of manually creating and sending invoices, the system can generate and dispatch them based on your automation rules.
When the action runs, it uses the contact’s information and the invoice details you select to send an invoice via email. This is especially useful for:
- Service-based businesses that bill after appointments
- Agencies managing multiple client projects
- Membership or subscription-style offers
- Any business wanting consistent, automated billing
Prerequisites Before Using GoHighLevel Send Invoice
Before adding the Send Invoice action to a workflow in GoHighLevel, make sure you have the following in place:
- An active GoHighLevel account with access to workflows
- At least one offer or invoice template configured in your system
- Contacts with valid email addresses
- Permission to send emails from the location where you build the workflow
Once these are ready, you can safely add the Send Invoice step to any relevant automation.
How to Add the GoHighLevel Send Invoice Action to a Workflow
Follow the steps below to insert and configure the Send Invoice action inside a workflow:
Step 1: Open Your GoHighLevel Workflow
- Log in to your GoHighLevel account.
- Navigate to the Automation or Workflows section in your location.
- Select an existing workflow or create a new one where you want invoices to be sent automatically.
Make sure the workflow has the correct trigger (for example, form submission, pipeline stage change, or tag added) so that the right contacts reach the Send Invoice step.
Step 2: Insert the Send Invoice Action
- Inside the workflow builder, click the + icon to add a new action at the point where you want to send an invoice.
- From the action list, choose Send Invoice. This will insert the GoHighLevel Send Invoice action into your workflow.
You can drag and drop the action to adjust its placement as needed to fit your automation logic.
Step 3: Configure the Send Invoice Settings
Once the action is added, you will see configuration options specific to the GoHighLevel Send Invoice step. Typical settings include:
- Invoice Source: Choose how the invoice will be generated, such as from an offer, product, or predefined invoice configuration.
- Contact Mapping: Ensure the invoice goes to the contact associated with the workflow execution.
- Email Delivery: Confirm the default email template or structure used for sending the invoice.
Adjust these settings according to your billing process so that each contact receives the correct invoice information.
Detailed Configuration Options in GoHighLevel Send Invoice
Selecting the Invoice Type or Offer
In the GoHighLevel Send Invoice action, you may be prompted to select an offer or invoice type. This determines what the contact is billed for and how the invoice appears.
- Pick the specific offer or plan that matches the workflow goal.
- Use clear naming conventions for your offers so you select the correct item.
- Verify pricing and billing terms before activating the workflow.
Choosing Who Receives the Invoice
The Send Invoice action is usually tied to the contact in the workflow, but ensure the email field is correctly mapped. In most cases, the invoice is sent to the primary email address on the contact record.
If you are working with complex automations, double-check that you do not override the contact email with another field that might be blank or incorrect.
Setting Invoice Timing Within GoHighLevel
You can combine the GoHighLevel Send Invoice action with delays and conditional logic to control when invoices are sent, such as:
- Immediately after a form submission or booking
- After a service is marked complete
- Following a pipeline stage change
- Only if certain conditions or tags are present
This flexibility lets you align automated invoicing with your operational workflow.
Testing Your GoHighLevel Invoice Workflow
Before using this automation with real clients, test the entire workflow along with the Send Invoice step:
- Create a test contact with your own email address.
- Trigger the workflow using the same method your clients will use (for example, submitting a form).
- Confirm that the GoHighLevel Send Invoice action runs at the right time.
- Check your inbox to review the invoice email, layout, and details.
If anything looks incorrect, pause the workflow, adjust the configuration, and test again until the invoice is accurate and clear.
Best Practices for GoHighLevel Send Invoice Automation
- Use clear naming: Name your workflows and Send Invoice steps descriptively so you can troubleshoot easily.
- Keep contacts clean: Maintain accurate emails and contact details to avoid failed invoice delivery.
- Combine with conditions: Use if/else conditions or filters in GoHighLevel to send different invoices to different segments.
- Monitor email performance: Track opens and replies to identify any confusion about invoices.
Following these best practices helps ensure your GoHighLevel billing automation runs smoothly and supports a positive customer experience.
Where to Learn More About GoHighLevel Send Invoice
For more technical details and the latest updates on the Send Invoice workflow action, review the official documentation provided by the platform. You can visit the original guide at this GoHighLevel Send Invoice workflow help article.
If you want strategic help designing complete funnel and automation systems around GoHighLevel, you can explore additional consulting and implementation resources at Consultevo, which focuses on building scalable automation frameworks.
Summary: Automating Billing with GoHighLevel
The Send Invoice workflow action makes it easy to automate billing directly inside GoHighLevel. By inserting the action into a well-designed workflow, configuring the invoice source, mapping the contact correctly, and testing thoroughly, you can reduce manual invoicing and deliver a smoother billing experience for your clients.
Use this guide as a reference whenever you create or update workflows that require automated invoicing in GoHighLevel so that your financial operations stay consistent, accurate, and efficient.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`
