Create Invoices in GoHighLevel

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Create Invoices in GoHighLevel: Step-by-Step Guide

If you manage clients across multiple tools like ClickUp and need a unified billing workflow, using GoHighLevel invoicing can simplify how you collect payments. This guide walks you through creating, editing, and sending invoices so you can bill clients directly from your sub-account and keep payments organized.

The instructions below are based on the official GoHighLevel documentation and show you exactly where to click, what to configure, and how to avoid common errors when issuing invoices to your customers.

Prerequisites for Using GoHighLevel Invoices

Before you create invoices in GoHighLevel, make sure your account meets these basic requirements:

  • You have access to a sub-account where invoicing is enabled.
  • Your business details (company name, address, logo) are set up in the account settings.
  • You have at least one contact added that you can bill.
  • Your payment gateway (such as Stripe) is connected if you want to collect payments online.

Once these elements are ready, you can start generating invoices in just a few clicks.

How to Access the Invoices Area in GoHighLevel

To create and manage invoices in GoHighLevel, you first need to open the billing section inside your sub-account.

  1. Log in to your GoHighLevel account.

  2. Select the desired sub-account from your account switcher.

  3. In the left-hand navigation menu, locate the area where billing or payments are managed (this is the section that contains invoices, subscriptions, and payment information).

  4. Click on the Invoices tab to open the main invoice dashboard.

In the invoice dashboard, you can see existing invoices, their status, and options to create new ones or edit current documents.

How to Create a New Invoice in GoHighLevel

Creating a new invoice in GoHighLevel follows a simple, guided form. Use the steps below to build an invoice from scratch.

Step 1: Start a New Invoice in GoHighLevel

  1. From the Invoices section, click the New Invoice or Create Invoice button.

  2. A new invoice form will appear, allowing you to configure client details, invoice items, and payment settings.

Step 2: Select the Customer

Every invoice in GoHighLevel must be linked to a contact in your sub-account.

  1. In the Customer or Client field, search for the contact you want to bill.

  2. Select the correct contact from the list so their name and billing email are attached to the invoice.

  3. If the contact does not exist yet, create a new contact in your CRM first, then return to the invoice form and select it.

Step 3: Configure Invoice Details

Next, fill in the main invoice information so your customer clearly understands what they are paying for.

  • Invoice Number: Enter a unique numbering sequence or accept the default value provided by GoHighLevel.
  • Issue Date: Confirm or adjust the current date.
  • Due Date: Set when the payment is due (for example, on receipt, net 7, net 15, or net 30 days).
  • Currency: Make sure the currency matches your payment gateway and pricing.
  • Business Details: Check that your company name, address, and logo are correct on the document.

Step 4: Add Line Items to Your GoHighLevel Invoice

Line items define what the customer is being billed for. You can add one or multiple items to an invoice in GoHighLevel.

  1. Click Add Item or a similar button to insert a line item.

  2. Enter a clear item name (for example, “Monthly Retainer” or “Website Setup Fee”).

  3. Add a detailed description outlining the service or product.

  4. Set the quantity (hours, units, or package count).

  5. Enter the unit price.

  6. If applicable, select the tax rate to apply.

The system automatically calculates subtotals, tax, and the final total based on the amounts you add. You can repeat this process to include additional services or products on the same invoice.

Step 5: Apply Discounts, Tax, and Additional Notes

GoHighLevel allows you to refine invoice totals with discounts and taxes, and to include instructions or terms for the client.

  • Discount: Add a percentage or fixed-amount discount if you are offering a special rate.
  • Tax: Confirm or adjust taxes for each item or for the entire invoice.
  • Notes: Add payment instructions, refund policies, or project summaries in the notes field.
  • Footer / Terms: Include legal terms, late fee details, or other conditions your client should know.

Step 6: Choose Payment Options in GoHighLevel

You can connect invoices to your payment gateway so the customer can pay directly from the invoice.

  1. Ensure that your payment gateway (such as Stripe) is integrated at the sub-account level.

  2. Within the invoice configuration, enable online payment options if available.

  3. Confirm which payment methods (card, bank, etc.) will be shown to the client.

When properly configured, the invoice your client receives includes a payment link or button that routes them through GoHighLevel to complete payment securely.

How to Send Invoices from GoHighLevel

Once your invoice is ready, you can send it directly to the client from within GoHighLevel.

Send an Invoice by Email

  1. Review the invoice details one last time for accuracy.

  2. Click Save or Save & Send depending on the options available.

  3. If you choose to send, confirm the recipient email address linked to the contact.

  4. Customize the email subject and body if the system allows, so the message reflects your brand voice.

  5. Click Send to email the invoice to your client.

The client receives a professional invoice with a link to view and, if enabled, pay online. You can track if the invoice is sent, viewed, or paid directly inside the GoHighLevel invoice dashboard.

Share a Direct Invoice Link

If you prefer to share the invoice manually, you can copy its link and send it via chat, SMS, or another channel.

  1. Open the specific invoice inside GoHighLevel.

  2. Locate the Copy Link or Public Link option.

  3. Copy the URL and share it with your client in your preferred communication channel.

Managing Existing GoHighLevel Invoices

After you start issuing invoices, you will need to track and update them as payments come in or details change.

Edit or Update an Invoice

  1. Go to the Invoices tab in your sub-account.

  2. Find the invoice you want to modify using filters such as status, date, or client name.

  3. Click the invoice to open it, then select the Edit option.

  4. Update line items, dates, notes, or customer information as allowed.

  5. Save the invoice and, if needed, resend it to the client.

Some fields may be locked after payment is recorded to maintain accurate financial history, so review invoices carefully before sending.

Track Invoice Status and Payments

The invoice overview in GoHighLevel shows you where each invoice is in the billing cycle.

  • Draft: The invoice is being prepared but has not been sent.
  • Sent: The client has been emailed the invoice.
  • Viewed: The client opened the invoice link.
  • Paid: The payment has been recorded successfully.
  • Overdue: The due date passed without full payment.

Use these statuses to follow up with clients who have not paid and to forecast upcoming revenue based on outstanding invoices in GoHighLevel.

Cancel or Void an Invoice

If you prepared an invoice in error or need to stop collection, you can cancel or void it.

  1. Open the invoice record inside the GoHighLevel dashboard.

  2. Choose the Void or Cancel option (label may vary based on your configuration).

  3. Confirm the action so the invoice is no longer considered active or payable.

Voided invoices typically remain in your records for reference but are clearly marked as non-collectible.

Best Practices for Invoicing in GoHighLevel

To get the most from your invoicing setup, apply these simple best practices when working inside GoHighLevel:

  • Use clear invoice numbers and consistent sequences so bookkeeping is easier.
  • Define standard payment terms (such as net 15 or net 30) and apply them consistently to all clients.
  • Keep descriptions detailed enough that clients instantly know what they are paying for.
  • Set up email templates for invoice notifications to maintain a professional, branded look.
  • Regularly monitor overdue invoices and send friendly reminders from within the platform.

Where to Learn More About GoHighLevel Invoicing

For additional screenshots, latest updates, and deeper technical notes about the invoicing feature, you can review the official help article at this GoHighLevel support page. It offers product-specific details and any new options that may have been added.

If you want strategic help combining GoHighLevel with CRM workflows, funnels, and automation best practices, you can also explore specialist resources from agencies such as Consultevo, which focus on optimization and implementation.

By following the steps in this guide, you can confidently set up, send, and manage invoices inside GoHighLevel, giving your clients a simple payment experience while you keep your revenue tracking organized and centralized.

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