How to Use Direct Payments with Estimates in the GoHighLevel Mobile App

If you manage projects in tools like ClickUp but rely on the GoHighLevel mobile app to get paid, you can streamline your workflow by using direct payments inside estimates. This guide explains step by step how to create estimates, send them to clients, and collect direct payments from the GoHighLevel mobile interface.

All instructions in this article are based on the official GoHighLevel support documentation for direct payments in estimates, adapted into a structured, SEO-friendly how-to format.

What Are Direct Payments in GoHighLevel Estimates?

Direct payments in estimates allow you to request and collect money from clients without leaving the GoHighLevel mobile app. Instead of sending a separate invoice, you can:

• Create an estimate for a contact or opportunity.
• Include items, quantities, and prices.
• Send a payment link or collect payment on the spot.
• Track status directly inside your GoHighLevel account.

This is ideal for service providers, agencies, and field teams that need to quote and collect payment quickly while working from a phone or tablet.

Prerequisites for Using GoHighLevel Direct Payments

Before you start, make sure the following are in place so direct payments work correctly in the GoHighLevel mobile app:

• Your GoHighLevel account is active and you can log in to the mobile app.
• Payments and integrations are configured in your GoHighLevel desktop account (for example, Stripe or another supported processor).
• You have permission to access opportunities, contacts, and invoices/estimates in the mobile app.

If you need help with broader CRM and automation setup around payments, you can review agency-focused resources at Consultevo.

Accessing Estimates and Direct Payments in the GoHighLevel Mobile App

To start using direct payments with estimates, you first need to locate the feature in the GoHighLevel mobile app.

1. Open the GoHighLevel mobile app on your device and log in with your credentials.

2. Select the appropriate sub-account (location) where you want to work with estimates and payments.

3. Navigate to the area where estimates and invoices are managed. In the app UI this may appear under Payments, Invoices, or a similar finance-related section depending on your version.

4. Locate the option to create a new estimate, usually labeled New Estimate, Create Estimate, or similar.

Once you are in the estimates section, you can start adding items and enabling direct payment options inside GoHighLevel.

How to Create an Estimate with Direct Payments in GoHighLevel

Creating an estimate that supports direct payments involves a few clear steps. Follow this process inside the GoHighLevel mobile app:

1. Tap to create a new estimate.

2. Select the contact or opportunity. Search for an existing contact or choose an opportunity from your pipeline so the estimate is linked to the right record.

3. Add line items. For each product or service, include:

   • Item name or description
   • Quantity
   • Price per unit
   • Any relevant tax or discount (if available in your app version)

4. Review the subtotal and total. Confirm that the calculations look correct and that the total matches what you want the client to approve and pay.

5. Enable direct payment options. In the estimate settings or payment section, make sure the Direct Payment or equivalent toggle is enabled so your client can pay directly from the estimate.

6. Save the estimate. Once saved, GoHighLevel will usually assign an estimate number and status (e.g., Draft, Sent).

After saving, you can move to sending the estimate and collecting the payment.

Sending GoHighLevel Estimates for Direct Payment

When your estimate is ready, you can send it to your client and allow them to pay through the direct payment link.

1. Open the estimate you just created inside the GoHighLevel mobile app.

2. Check that the client contact information (email and/or phone) is correct.

3. Tap the option to Send or Share the estimate. In most versions you can send by:

   • Email
   • SMS
   • Shareable link (copy link and send via chat, messenger, etc.)

4. Confirm the message content if the app allows you to customize the email or SMS body.

5. Tap Send. Your customer will receive a link to view the estimate and complete the direct payment in GoHighLevel.

From the client side, they will typically see the estimate details, total amount, and a payment button that connects to your configured payment gateway.

Collecting Direct Payments from GoHighLevel Estimates

Once the estimate is sent, you can collect payment in two main ways using GoHighLevel:

1. Client Pays Online via the Estimate Link

• Your client opens the link from the email or SMS.
• They review the estimate details and approve the price.
• They click the payment button and enter their payment details.
• Upon successful payment, the estimate status updates (for example, to Paid or Accepted) inside GoHighLevel.

2. Take Payment In Person from the Mobile App

If you are with the client in person, you can use the same estimate to trigger a direct payment on the spot:

1. Open the estimate in the GoHighLevel mobile app.

2. Tap the option to Collect Payment or Pay Now.

3. Hand the device to the client or enter their payment details with their permission.

4. Complete the transaction. The payment will be registered against the estimate, and the status should change accordingly.

In both flows, payments are processed through the gateway configured in your GoHighLevel account, and records stay tied to the contact or opportunity.

Tracking Status of GoHighLevel Direct Payments

Monitoring the status of each estimate and payment helps you stay on top of your cash flow.

Inside the GoHighLevel mobile app you can:

• See a list of estimates with statuses such as Draft, Sent, Accepted, or Paid.
• Open any estimate to view its payment history and activity.
• Filter or search estimates by contact, status, or date (depending on your app version).

When a direct payment is completed, GoHighLevel updates the estimate and associates the payment with the correct contact or opportunity, giving you a clear record for future reference.

Best Practices for Using GoHighLevel Direct Payments in Estimates

To make the most of direct payments in estimates on the GoHighLevel mobile app, consider these practical tips:

• Keep item descriptions clear. Clients are more likely to approve and pay when they easily understand what they are buying.
• Use accurate taxes and discounts. Configure taxes and discounts properly in your GoHighLevel settings so totals auto-calculate correctly.
• Test a sample estimate. Send a test estimate to yourself to confirm that the direct payment link and checkout process work as expected.
• Align desktop and mobile workflows. Ensure your desktop and mobile views match, especially for payment gateways and invoice/estimate templates.
• Document internal processes. Train your team on how and when to use direct payments in estimates, especially if they collect payments on-site.

Where to Find the Original GoHighLevel Documentation

This how-to guide is based on the official help article from the GoHighLevel knowledge base. For visuals, latest interface updates, and any version-specific notes, refer to the source page here:

Official GoHighLevel article on using direct payments in estimates in the mobile app

Using this reference together with the instructions above will help you configure, send, and collect direct payments from estimates in the GoHighLevel mobile app smoothly and reliably.

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