How to Create and Send Invoices in GoHighLevel

If you use ClickUp or other project tools to manage work, you can streamline your billing by creating invoices directly in GoHighLevel. This step-by-step guide walks you through setting up, customizing, sending, and tracking invoices so you can get paid quickly and keep your revenue organized.

The instructions below are based on the official GoHighLevel support documentation and show you how to work with invoice templates, client records, and payment status from inside your account.

GoHighLevel invoicing prerequisites

Before you start sending invoices, ensure a few basics are in place inside GoHighLevel:

• You have an active GoHighLevel account with access to the relevant sub-account.
• Your business information (name, logo, and address) is set up in your account settings.
• Clients or contacts are added so invoices can be properly addressed.
• Payment methods or integrations (if used) are configured according to your billing workflow.

Once these elements are ready, you can create invoices from the payments or billing area within GoHighLevel.

How to create a new GoHighLevel invoice

Follow these steps to create a fresh invoice for a client:

1. Navigate to the invoicing section
   Open your GoHighLevel sub-account and go to the section dedicated to invoices or payments, as described in the original support guide.

2. Start a new invoice
   Click the button or link to create a new invoice. This opens a blank invoice layout with fields for client details, line items, and totals.

3. Select or add the client
   Choose an existing contact from your GoHighLevel contact list, or add a new client if they are not yet saved in your system.

4. Enter invoice details
   Fill out core information, such as:

   • Invoice title or reference
   • Invoice number (manual or auto-generated, depending on settings)
   • Issue date and due date
   • Currency and language, if applicable

5. Add line items
   For each product or service, add a line with:

   • Item name or description
   • Quantity or units
   • Rate or unit price
   • Optional discount per line, if supported
   • Tax options, if you charge tax on that item

6. Review totals
   Check that subtotal, tax, discounts, and final total are calculated correctly. Adjust any settings or line items as needed.

Customizing GoHighLevel invoice settings

After adding the basics, customize the invoice so it matches your brand and billing terms.

GoHighLevel branding and layout options

Within the invoice editor, you can typically configure key branding elements:

• Upload or select your business logo.
• Set your business name, address, and contact information.
• Adjust colors or layout options, where available.

These settings help ensure every GoHighLevel invoice looks professional and consistent with your brand identity.

Payment terms and notes in GoHighLevel invoices

Communicate your expectations clearly by using the available invoice fields for terms and notes:

• Define payment terms (e.g., Net 7, Net 14, or Net 30).
• Add a short note for the client, such as project scope, purchase order reference, or thank-you message.
• Include instructions or links for payment methods if supported in your GoHighLevel setup.

These fields make it easier for clients to understand what they are being billed for and how to pay.

How to send GoHighLevel invoices to clients

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

1. Save and preview the invoice
   Save your work and open a preview to confirm that all details, branding, and totals appear correctly.

2. Choose the delivery method
   From the invoice actions menu, select the option to send the invoice, most commonly via email from GoHighLevel.

3. Configure the email
   Fill in the email subject and message body. Make sure to:

   • Address the client by name.
   • Reference the invoice number or project.
   • Clearly identify the due date.

4. Send the invoice
   Send the email so the client receives a link or attachment (based on how GoHighLevel is configured for invoice delivery).

If you need more visual guidance, you can always review the original help document on the official GoHighLevel invoice support page.

Tracking and managing GoHighLevel invoices

After sending invoices, use the invoice list or payments dashboard to monitor status and keep your records accurate.

GoHighLevel invoice status and filters

Typical status values you can expect to manage include:

• Draft — created but not yet sent.
• Sent — delivered to the client and awaiting payment.
• Paid — payment recorded in your system.
• Overdue — past the due date without full payment.

Use search and filters to quickly find invoices by client, date range, amount, or status, depending on the options provided in your GoHighLevel invoicing dashboard.

Editing and updating GoHighLevel invoices

When you need to adjust an existing invoice, follow these general steps:

1. Open the invoice from your list or dashboard.
2. Switch it back to an editable state, if required.
3. Update line items, terms, or client details.
4. Save changes and resend the updated invoice if necessary.

Always follow your accounting or bookkeeping policies when editing invoices that have already been sent or paid.

Best practices for GoHighLevel invoicing workflows

To keep your billing smooth and consistent, apply these simple best practices as you work with GoHighLevel:

• Standardize invoice templates so that all team members use the same layout, payment terms, and branding.
• Keep client data up to date by regularly reviewing addresses, emails, and contact names in your CRM.
• Use clear descriptions for each line item so the client can easily understand what they are paying for.
• Set reminders in your internal systems for follow-ups on overdue invoices, where supported.
• Reconcile payments by matching each payment to the correct invoice inside GoHighLevel and your accounting software.

Next steps: optimizing your GoHighLevel setup

After you are comfortable creating and sending invoices, consider expanding how you use the platform. You can explore additional automations, contact management, and reporting tools inside GoHighLevel to support your entire client lifecycle.

If you want expert help optimizing funnels, CRM, or billing workflows, you can learn more at Consultevo, which provides consulting and implementation services for digital agencies and online businesses.

By following the steps from the official documentation and applying the best practices in this guide, you can confidently use GoHighLevel invoicing to bill clients, track payments, and keep your revenue processes organized and efficient.

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