Automatically Generate Invoices in GoHighLevel

If you manage client projects in tools like ClickUp and handle billing in GoHighLevel, automating invoices from signed documents can save time and reduce errors. This guide walks you through configuring your account so that every signed document or contract automatically creates an invoice, without manual data entry.

All instructions below are based on the official GoHighLevel documentation for generating invoices from signed documents and contracts, adapted into a clear, step-by-step how-to format.

Why Automate Invoices in GoHighLevel

Automating invoices from signed contracts in GoHighLevel helps you:

• Speed up your billing workflow.
• Ensure every signed document results in an invoice.
• Reduce human error and missed payments.
• Standardize how offers, taxes, and payment methods are applied.

You will use GoHighLevel triggers and document settings so that invoice creation happens the moment your client signs.

Prerequisites for GoHighLevel Invoice Automation

Before you set up automatic invoices in GoHighLevel, make sure you have:

• An active GoHighLevel account with access to payments and automation.
• At least one Offer created that can be attached to invoices.
• A document or contract template already set up inside your account.
• Admin or appropriate permissions to edit automation triggers.

Once these are ready, you can connect your signed documents directly to invoice creation.

Step 1: Open the Signed Document in GoHighLevel

The first step is to locate and configure the document or contract that will trigger the invoice.

1. Log in to your GoHighLevel account.
2. Navigate to your Documents or Contracts area, depending on where your template is saved.
3. Select or create the document template that your clients will sign.

This template will be the source for the data that GoHighLevel uses when it generates invoices.

Step 2: Configure the Document Contract Settings in GoHighLevel

Within the document settings, you enable invoice creation and define how the invoice should look and behave.

1. Open the chosen document template.
2. Locate the section for Invoice or Billing behavior linked to the document.
3. Enable the option to Automatically create invoice when the document is signed (or similar wording based on your interface).

When this option is turned on, every time a contact signs this document, GoHighLevel will prepare an invoice according to the rules you configure in the next steps.

Step 3: Attach Offers and Line Items in GoHighLevel

Your invoice must include the correct products or services. In GoHighLevel, these are usually set up as Offers or line items tied to the document.

1. In the document settings, find the section for Offers or Line Items.
2. Add the appropriate offer that represents the service or package the contract covers.
3. Verify pricing, quantity, and any recurring billing details.

These offers are what GoHighLevel will pull into the automatically generated invoice, ensuring pricing is consistent with your contract.

Step 4: Set Tax and Currency Options in GoHighLevel

To avoid manual corrections later, define your tax and currency preferences directly in the document or in the global payment settings of GoHighLevel.

1. Go to your Payments or Settings > Payments area.
2. Confirm the default currency that should appear on invoices.
3. Set any applicable tax rates that need to be applied to the offers linked to your document.

These settings ensure that every invoice created from a signed contract in GoHighLevel uses consistent tax and currency rules.

Step 5: Create the Automation Trigger in GoHighLevel

For invoices to be generated automatically, you must use a trigger that responds to document signatures inside GoHighLevel.

1. Navigate to Automation within your GoHighLevel account.
2. Create a new Workflow or open an existing one used for signed contracts.
3. Add a trigger event such as Document Signed or Contract Completed (exact label may vary).
4. Select the specific document or template you configured earlier.

This trigger tells GoHighLevel when it should create an invoice based on the signed status of your document.

Step 6: Add the Invoice Creation Action in GoHighLevel

After the trigger, you must add an action that actually creates the invoice and associates it with the right contact and offer.

1. Within the same workflow, click to add a new Action.
2. Choose an action such as Create Invoice or Generate Invoice.
3. Map the action to use data from the signed document, such as:
   • Contact name and email.
   • Selected offer or line items.
   • Due date rules (for example, due on receipt or net terms).
4. Save the workflow.

When the workflow is active, every signed contract that matches the trigger will automatically create an invoice in GoHighLevel using this action.

Step 7: Test the GoHighLevel Automation

Testing is essential before you rely on automation for client billing.

1. Send the configured document to a test contact or your own email address.
2. Complete and sign the document as if you were a client.
3. Wait for the workflow to run, then check the Invoices section in GoHighLevel.
4. Confirm that:
   • An invoice was created automatically.
   • The correct offer and price were applied.
   • Taxes, currency, and due dates are accurate.

If anything is incorrect, return to the document or workflow settings, adjust them, and repeat the test.

Best Practices for GoHighLevel Invoice Automation

To keep your system scalable and reliable, apply these best practices:

• Use clear naming: Name documents, workflows, and offers so you can quickly see which ones are linked.
• Limit variations: Use a small number of standardized contract templates whenever possible.
• Audit regularly: Periodically review recently signed documents and the invoices they produce.
• Update offers carefully: If pricing changes, update related offers and confirm that active documents are still correct.

Where to Learn More About GoHighLevel Documents

For further technical detail on this feature, consult the official GoHighLevel help documentation here: Automatically generate invoices from signed documents/contracts.

If you need strategic help designing end-to-end CRM and automation systems that connect your project management and billing, you can also visit Consultevo for implementation guidance.

Summary: Automating Billing With GoHighLevel

By combining document templates, offers, payment settings, and workflow triggers, you can configure GoHighLevel to automatically generate invoices the moment a client signs a contract. This removes repetitive manual billing work, improves accuracy, and creates a predictable revenue process that scales with your business.

Once you have tested your automation thoroughly, you can confidently send contracts knowing each completed signature will create a ready-to-send invoice inside GoHighLevel.

Need Help With ClickUp?

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

Scale GoHighLevel

“`