GoHighLevel 2-in-1 Documents: Sign and Pay Invoices

In this guide, you will learn how to set up 2-in-1 documents in GoHighLevel so your clients can sign and pay invoices in one smooth flow. While platforms like ClickUp focus on project management, GoHighLevel gives you a built-in way to connect e-signatures directly to invoice payments using workflows and smart actions.

The process centers on building automations that send a document for signature, track its status, and then immediately trigger payment once the document is signed. You will also see how to use invoice smart actions so every step runs without manual work.

Why Use GoHighLevel 2-in-1 Documents for Invoices

Connecting signatures and payments in GoHighLevel gives your clients a simple experience and helps you get paid faster. Instead of sending a contract first and an invoice later, you can merge the two actions into a single automated journey.

With this approach, you can:

Send a document that can be signed online.
Track document status with workflow triggers.
Fire invoice creation and payment links immediately after signing.
Automate reminders and follow-ups.

All of this is powered by the automation tools built inside GoHighLevel, including workflows and invoice smart actions.

Prerequisites in GoHighLevel

Before you configure the 2-in-1 flow, make sure the following pieces are set up in your GoHighLevel account:

Your business and billing settings are configured.
You have at least one document template ready to send.
You have the invoices feature enabled for your sub-account.
Payment integrations are connected so clients can pay online.

With these basics in place, you are ready to build the automation that ties document signing and invoice payment together.

Step 1: Create a Workflow in GoHighLevel

The first component of the 2-in-1 process is an automation that sends the document and waits for the client to sign.

How to Start a New GoHighLevel Workflow

Log in to your GoHighLevel sub-account.
Navigate to the Automation or Workflows section.
Click Create Workflow and choose a blank workflow or an appropriate template that fits your process.
Give the workflow a descriptive name referencing invoices and documents so your team can identify it easily.

This workflow will handle sending the 2-in-1 document, tracking the signature status, and triggering invoice actions after signing.

Choose the Right Triggers in GoHighLevel

Next, decide how contacts will enter this workflow. Common trigger options include:

Contact added to a specific pipeline stage.
Form submission from your website or funnel.
Tag added indicating the contact is ready for a proposal.
Manual enrollment when a salesperson decides to send an agreement.

Select the trigger that matches your sales process so the automation begins exactly when the client is ready to receive the document.

Step 2: Add the Document Send Action in GoHighLevel

Once you have a workflow and trigger, add the step that sends the document to your client.

Configure the Send Document Action

Inside your workflow, click + Add Action.
Select the action related to sending a document (for example, Send Document or similar, as available in your GoHighLevel account).
Choose the correct document template that contains the terms you want the client to sign.
Map the recipient fields so the document is addressed to the correct contact.
Customize the email subject and message that will accompany the document, explaining that they can review and sign it online.

At this stage, the workflow will automatically send the document once the trigger condition is met.

Track Document Status in GoHighLevel

To complete the 2-in-1 documents setup, your GoHighLevel workflow must react when the document is signed. Add a condition or trigger that checks for document status, such as:

Document viewed.
Document signed.
Document declined or expired (optional branch).

Use this status to create branches in your workflow. The key status for invoice payment is signed, which will be the point where you connect to invoice smart actions.

Step 3: Connect Invoice Smart Actions in GoHighLevel

After the document is signed, you want GoHighLevel to create or send the invoice immediately so the client can pay without delay.

Set Up Smart Actions After Signing

In the workflow, add a step that triggers when the document status equals signed.
Click + Add Action under that branch.
Choose the smart action related to invoices, such as creating or sending an invoice.
Select the product, amount, and terms that should appear on the invoice.
Configure the email or message that includes the payment link or portal.

Once configured, GoHighLevel will automatically send the invoice or payment request as soon as the client signs the document, completing the 2-in-1 process.

Optional: Automate Follow-Up for Unpaid Invoices

You can extend the GoHighLevel automation further with conditional steps that check whether the invoice has been paid. For example:

Add a wait step (e.g., 24 or 48 hours).
Check invoice payment status.
If unpaid, send a reminder email or SMS.
If paid, move the contact to a new pipeline stage and send a thank-you message.

This ensures clients receive gentle reminders while your team stays focused on higher-value work.

Best Practices for GoHighLevel 2-in-1 Invoice Flows

To maximize results from your GoHighLevel 2-in-1 documents and invoice flows, follow these recommendations:

Keep documents clear and concise: Use simple language so clients feel confident signing.
Explain the process in your message: Let clients know they will sign and then immediately receive an invoice to pay online.
Test with internal contacts first: Run through the full journey as a client to confirm that documents send correctly and invoices appear as expected.
Use tags and custom fields: Track where each client is in the signing and payment process.
Log all activity: Review workflow logs in GoHighLevel so you can troubleshoot any issues quickly.

Troubleshooting GoHighLevel Document and Invoice Automations

If the 2-in-1 process does not behave as expected, walk through these basic checks:

Confirm triggers: Make sure the contact meets the workflow trigger conditions.
Verify document template: Ensure the correct template is selected and recipient fields are mapped.
Check document status: Confirm the status changes to signed when clients complete the document.
Review smart actions: Ensure invoice actions are attached only to the signed branch, not to other statuses.
Inspect logs: Use GoHighLevel workflow logs to see exactly which steps fired and where the flow stopped.

If you need deeper strategic help with automation or funnel design around this feature, you can explore consulting resources like Consultevo for broader implementation support.

Conclusion: Streamline Signatures and Payments in GoHighLevel

By combining workflows, document actions, and invoice smart actions, GoHighLevel enables a powerful 2-in-1 experience where clients sign and pay in a single automated journey. Once configured, this system reduces manual follow-up, shortens your payment cycle, and gives contacts a seamless way to move from agreement to completed transaction.

Use this guide as a framework to build, test, and refine your own 2-in-1 document flows so your GoHighLevel setup supports a smooth signing and billing process for every new client.

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GoHighLevel 2-in-1 Invoice Documents