How to Set Up Flexible Payment Plans in GoHighLevel

If you’ve ever managed projects in ClickUp and wished your billing was just as organized, GoHighLevel makes it easy to build flexible invoice payment plans for your clients. By configuring structured deposits, milestones, and final payments, you can keep cash flow predictable while offering customers more convenient ways to pay.

This step-by-step guide explains how to configure payment schedules directly inside the invoice builder, based strictly on the official instructions from the GoHighLevel help center article on flexible payment plans.

Understanding GoHighLevel Flexible Payment Plans

In GoHighLevel, a flexible payment plan lets you divide a total invoice amount into multiple scheduled payments. Instead of asking for one lump sum, you can split the invoice into stages that align with your deliverables.

Key benefits of payment plans include:

• Improved cash flow with predictable payment dates
• More attractive offers for clients who prefer installments
• Clear alignment between project milestones and billings
• Less manual tracking of partial payments

All of this is managed from your invoice editor inside GoHighLevel, which allows you to define payment types, percentages, and due dates.

Where to Configure Payment Plans in GoHighLevel

Before you build a schedule, you need to create or edit an invoice. Once you are in the invoice editor, you’ll find the payment plan options in the payment section associated with that specific invoice.

From there, GoHighLevel gives you the choice between a simple one-time payment or a more detailed flexible payment structure using multiple installments.

Creating a New Invoice for Payment Plans

Follow these steps to prepare an invoice that will use a flexible payment plan in GoHighLevel:

1. Open your GoHighLevel account and navigate to the invoicing area within your chosen sub-account.

2. Create a new invoice or open an existing draft invoice that you want to convert into a payment plan.

3. Add your line items, quantities, and prices so the total amount reflects the full value you want to split into payments.

4. Confirm taxes, discounts, and any additional fees before you move on to the payment schedule.

Once the total is set correctly, you can move to the payment plan configuration section in the invoice editor.

Setting Up a Flexible Payment Plan in GoHighLevel

After your invoice total is ready, you can turn on and customize a flexible payment plan. The platform allows you to specify how many installments you want and what each one represents.

Step 1: Enable the Flexible Payment Plan

Inside the invoice settings, look for the payment options area. This is where GoHighLevel lets you switch from a single payment to a multi-part plan.

1. Locate the payment configuration section on the invoice.

2. Select the option that activates a flexible or multiple-payment setup.

3. Ensure that your payment plan is associated with the current invoice total.

Once enabled, you’ll be able to define each individual payment segment.

Step 2: Add and Configure Payment Milestones

Next, you’ll define how the invoice total will be split into separate payments. In GoHighLevel, these are often structured as a deposit, one or more milestones, and a final payment.

Typical payment types you can configure include:

• Upfront deposit – an initial percentage due immediately or on the project start date.
• Progress or milestone payments – scheduled at key delivery stages.
• Final payment – the remaining balance at project completion.

To configure the schedule:

1. Add a new payment entry for each stage (for example, Deposit, Milestone 1, Milestone 2, Final Payment).

2. For every entry, specify the amount or percentage of the invoice total that should be allocated to that payment.

3. Assign due dates or intervals for each payment so clients know exactly when amounts are due.

The system will automatically calculate amounts based on percentages, helping keep your total aligned with the invoice value.

Step 3: Review the Payment Schedule Summary

As you add installments, GoHighLevel provides a breakdown of your plan. This summary is essential to ensure there are no rounding issues or missing amounts.

Before saving:

• Verify that the sum of all installments equals the invoice total.
• Confirm that due dates follow a logical order and align with your delivery timeline.
• Check that each payment type is clearly labeled for the client’s understanding.

If any value does not match the invoice total, adjust the percentages or fixed amounts until everything balances.

Managing GoHighLevel Invoices with Payment Plans

Once your plan is saved, the invoice will show the individual payments and their respective due dates. Clients can see exactly what they owe and when, improving transparency.

Typical management actions include:

• Sending the invoice with the plan via email or link
• Tracking which installments are paid versus pending
• Following up on overdue payments based on the schedule
• Making adjustments if the scope of work changes

GoHighLevel keeps the invoice and its payment plan connected, so any updates to amounts or dates are reflected in the client’s view and your records.

Best Practices for GoHighLevel Payment Plans

To make the most of flexible payment plans inside GoHighLevel, consider the following best practices:

• Use clear names for each payment (Deposit, Design Phase, Final Delivery) so clients instantly understand the purpose of each charge.
• Align payments with deliverables by connecting milestones to specific project outputs.
• Keep installment counts reasonable to avoid confusion and reduce administrative overhead.
• Confirm totals before sending the invoice to ensure there are no discrepancies in the plan.

These simple habits help keep both your internal team and your clients on the same page.

When to Use GoHighLevel Flexible Payment Plans

Flexible payment plans in GoHighLevel are particularly useful when:

• You sell high-ticket services that clients prefer to pay over time.
• Your work is naturally divided into phases or sprints.
• You want to collect a non-refundable deposit before starting.
• You need predictable income spread across a project timeline.

By matching your invoice structure to your delivery workflow, you create a smoother experience for everyone involved.

Next Steps and Additional GoHighLevel Resources

If you need deeper implementation help across funnels, automations, and reporting along with billing, consider working with specialists who understand the platform end to end. Agencies like Consultevo can help you build complete GoHighLevel-based systems that integrate payment plans with your entire client journey.

For the official, most up-to-date documentation on configuring flexible payment plans inside invoices, always refer to the original GoHighLevel support article.

By following the steps above, you can reliably create, manage, and optimize flexible payment plans in GoHighLevel invoices, giving your clients better options while keeping your revenue more consistent.

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