How to Automate Contract Payments in GoHighLevel

Managing contracts and payments across tools like ClickUp and GoHighLevel can become messy without a clear process. This guide walks you step by step through automating payment collection at the time a client signs a document or contract inside GoHighLevel.

By the end, you will know exactly how to connect invoices, payment links, and workflows so that your clients are automatically prompted to pay as soon as they submit their signed contract.

Why Automate Payments with GoHighLevel

Using GoHighLevel to automate payments at signing helps you:

• Capture payments as soon as a contract is accepted.
• Reduce manual invoicing and follow-up.
• Keep billing, CRM, and communications in one place.
• Trigger fulfillment workflows after successful payment.

This process uses native GoHighLevel tools: documents, invoices, payment links, and workflows. You can adapt the setup for one-time services, retainers, or recurring offers.

Prerequisites for GoHighLevel Payment Automation

Before building your automation, make sure you have the following configured in GoHighLevel:

• A connected payment gateway (Stripe, etc.).
• Access to Documents & Contracts in your sub-account.
• Permission to create Invoices and Workflows.

Once these are in place, you can link your contract signing events to automated payment requests inside GoHighLevel.

Step 1: Create Your Contract in GoHighLevel

First, set up the document your client will sign.

1. In GoHighLevel, open the relevant sub-account.

2. Navigate to Documents & Contracts.

3. Create a new document or contract from a template or upload your own PDF.

4. Add required fields such as client name, email, and signature fields.

5. Save the contract so it is ready to be sent from GoHighLevel.

This contract will act as the trigger for your automated payment sequence once it is submitted by the client.

Step 2: Build the Invoice or Payment Link in GoHighLevel

Next, configure how you want to collect payment: via a complete invoice or a payment link.

Option A: Create an Invoice in GoHighLevel

1. Go to Payments > Invoices in your GoHighLevel sub-account.

2. Click Create Invoice.

3. Add line items, pricing, and tax (if applicable).

4. Select the correct contact or be ready to map it in your workflow.

5. Set due dates and payment terms as needed.

6. Save the invoice template or draft.

You will later send this invoice automatically when the contract is submitted in GoHighLevel.

Option B: Create a Payment Link in GoHighLevel

1. Navigate to Payments > Payment Links.

2. Click Create Payment Link.

3. Attach the appropriate product, amount, or plan.

4. Configure one-time or recurring billing as needed.

5. Copy or save the generated payment link.

This payment link can be used in emails, SMS, or additional documents generated by GoHighLevel right after the client signs.

Step 3: Trigger a Workflow When a GoHighLevel Contract Is Submitted

The key to automation is connecting contract completion to payments using a workflow.

1. In GoHighLevel, go to Workflows.

2. Create a new workflow or open an existing one for your onboarding or sales process.

3. Add a Trigger based on the document event. Choose the trigger that fires when a Document/Contract is Submitted in GoHighLevel.

4. Filter by the specific contract template if you only want this flow for one agreement.

Once the trigger is set, any time that contract is completed by a contact, GoHighLevel will automatically run the workflow actions you define.

Step 4: Send the Invoice or Payment Link Automatically

Now define the actions that deliver the payment request to your client.

Action 1: Send an Invoice from GoHighLevel

1. Inside the workflow, add an Action.

2. Select the option to Send Invoice (or equivalent invoice action in GoHighLevel).

3. Choose the invoice you created earlier or configure the invoice details dynamically with custom values.

4. Map the invoice to the contact that submitted the contract.

This ensures that immediately after signing, the client receives an invoice generated directly from GoHighLevel.

Action 2: Send a Payment Link Using GoHighLevel

1. In the same workflow, add an email or SMS action.

2. Write a short message confirming receipt of the signed contract.

3. Insert the payment link you created in GoHighLevel.

4. Save the message so that it is sent automatically when the contract is submitted.

You can also add the payment link into a follow-up document, pipeline stage notification, or internal notification inside GoHighLevel if needed.

Step 5: Add Follow-Up and Internal Notifications in GoHighLevel

To complete your automation, configure follow-up reminders and team alerts.

• Payment reminders: Add wait steps and conditional checks. If payment is not completed, send reminder emails or SMS via GoHighLevel.

• Internal notifications: Send Slack, email, or in-app notifications to your team when a contract is signed or when a payment is received.

• Pipeline movement: Automatically move the opportunity to the next pipeline stage in GoHighLevel once payment is confirmed.

This makes your contracts, collections, and delivery workflows operate smoothly without manual intervention.

Best Practices for GoHighLevel Contract Payment Automation

• Test with a dummy contact: Run through the entire sequence as a test client to ensure the GoHighLevel workflow, contract, and payment steps run correctly.

• Use clear copy: In your contract and emails, clearly state that payment is required immediately after signing.

• Segment workflows: Create separate GoHighLevel workflows for different services or product lines to keep offers organized.

• Monitor failed payments: Add conditions to handle declined transactions and notify your team quickly.

Where to Learn More About GoHighLevel Automations

For the original reference on how to automate collection of payments at the time of signing, review the official GoHighLevel help article here: GoHighLevel support guide.

If you want strategic help designing scalable funnels, workflows, and automations that extend beyond GoHighLevel, you can also explore consulting and implementation services at Consultevo.

Conclusion: Streamline Revenue Collection with GoHighLevel

By combining contracts, invoices, payment links, and workflows, GoHighLevel allows you to capture payments automatically the moment a client signs. This reduces admin work, speeds up cash flow, and keeps your sales and fulfillment processes tightly integrated.

Implement the steps above once, then replicate the same GoHighLevel automation for every offer, package, or service where payment is due at the time of signing a contract.

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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