GoHighLevel PDF Invoices Guide

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GoHighLevel PDF Invoices and Receipts How-To

If you manage client billing across tools like ClickUp and other platforms, learning how to generate invoice and receipt PDFs in GoHighLevel is essential. This guide walks you step by step through creating, downloading, and sending billing PDFs directly from the system.

All instructions in this article are based on the official GoHighLevel support documentation so you can follow them with confidence.

Overview: PDF Generation in GoHighLevel

In GoHighLevel, you can generate PDFs for both invoices and receipts from your Sub-Account. The PDF file can then be downloaded to your device or sent straight to the client via email.

At a high level, the process is:

  • Open the Sub-Account.
  • Locate the invoice or payment.
  • Use the built-in PDF options.
  • Download or email the PDF.

This tutorial explains each step in detail so you can streamline billing in your GoHighLevel workspace.

Prerequisites for Using GoHighLevel PDF Billing

Before generating PDFs, make sure you have:

  • Access to the relevant Sub-Account.
  • At least one created invoice or payment record.
  • Correct client email addresses saved in contacts (for sending PDFs).

Once these basics are in place, you can start creating PDFs for invoices and receipts in GoHighLevel.

How to Generate Invoice PDFs in GoHighLevel

To create a PDF version of an invoice, follow these steps carefully within your Sub-Account.

Step 1: Open the GoHighLevel Sub-Account

  1. Log in to your GoHighLevel account.
  2. From the agency view, click on the specific Sub-Account where the invoice is stored.

All billing items and invoice PDFs are managed at the Sub-Account level in GoHighLevel.

Step 2: Go to the Invoices Area

  1. Inside the Sub-Account, locate the main navigation menu on the left.
  2. Click on Payments (or the equivalent section where invoices are configured).
  3. Open the Invoices tab or section to view the list of invoices.

You should now see a table listing all invoices that you can convert into PDFs in GoHighLevel.

Step 3: Open the Specific Invoice

  1. Find the invoice you want to generate as a PDF.
  2. Click on the invoice row or its View / Details option to open it.

This brings up the detailed invoice view, which includes controls for PDF creation and sharing in GoHighLevel.

Step 4: Generate or View the Invoice PDF

Within the invoice details screen, look for the PDF-related options. Depending on your interface version, you may see buttons such as:

  • Download PDF
  • View PDF
  • Send as PDF

Selecting these options creates the invoice PDF and prepares it for download or email. The PDF will reflect all invoice details currently configured in GoHighLevel.

Step 5: Download or Email the Invoice PDF

Once the PDF is generated, you have two main workflows:

Download the Invoice PDF

  1. Click Download PDF.
  2. Save the file to your computer or cloud storage.
  3. Attach it to your own email client or upload it to internal systems as needed.

Email the Invoice PDF from GoHighLevel

  1. Click the option to Send or Email the PDF.
  2. Confirm or enter the client’s email address.
  3. Add any message content if a text field is available.
  4. Send the email so the client receives the invoice PDF directly from GoHighLevel.

Using the built-in email option helps keep all billing communication centralized inside the GoHighLevel platform.

How to Generate Receipt PDFs in GoHighLevel

Receipt PDFs are created from the payment records associated with invoices or other transactions. The steps are similar but start from the payments area.

Step 1: Open the Payments Section in GoHighLevel

  1. From the Sub-Account, open the Payments section.
  2. Navigate to Transactions, Payments, or the equivalent tab that lists payment records.

This section contains the data needed to build receipt PDFs in GoHighLevel.

Step 2: Select the Payment to Receipt

  1. Locate the payment entry you need a receipt for.
  2. Click on its Details or View option to open the payment record.

When you open a specific payment, GoHighLevel provides tools to generate a receipt, often including a PDF option.

Step 3: Generate the Receipt PDF

Inside the payment details, look for a button or link similar to:

  • Send Receipt
  • Receipt PDF
  • Download Receipt

Clicking one of these options will create a receipt PDF using the payment information stored in GoHighLevel.

Step 4: Download or Email the Receipt PDF

Download the Receipt PDF

  1. Click the Download or Receipt PDF option.
  2. Save the file to your device.
  3. Store it in your internal documentation or share it manually with the client.

Email the Receipt from GoHighLevel

  1. Select the Send Receipt or similar email option.
  2. Verify the client’s email address.
  3. Optionally, add a short confirmation message.
  4. Send the email so the client receives a receipt PDF directly from GoHighLevel.

This keeps your payment confirmations professional and consistent.

Best Practices for GoHighLevel Invoice and Receipt PDFs

  • Verify client data: Always confirm contact details before emailing PDFs from GoHighLevel.
  • Standardize invoice templates: Keep branding, tax information, and terms accurate so every PDF is compliant.
  • Use consistent naming: When downloading PDFs, use a naming convention such as client-name_invoice-####.pdf.
  • Archive important PDFs: Store copies in secure folders or project tools if you also work in systems like ClickUp.

Troubleshooting GoHighLevel PDF Generation

If you run into issues when working with invoice or receipt PDFs in GoHighLevel, consider the following checks:

  • Confirm you are in the correct Sub-Account.
  • Ensure the invoice or payment is fully created and saved.
  • Refresh the browser or try another browser if buttons do not respond.
  • Check user permissions if certain payment options are missing.

For more technical details, you can review the official guide: PDF Generation for Invoices and Receipts in GoHighLevel.

Where to Learn More About GoHighLevel Workflows

To extend what you do with billing, automation, and CRM workflows, you may want to explore additional training and implementation support for GoHighLevel. A useful resource is Consultevo, which focuses on systems and automation consulting.

By following the steps outlined above and using the official documentation, you can reliably generate, download, and send invoice and receipt PDFs inside GoHighLevel and maintain a clean, professional billing process.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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