Create Subscriptions and Invoices in GoHighLevel

If you manage clients across platforms like ClickUp and need streamlined billing, GoHighLevel makes it easy to create subscriptions and invoices directly from a contact profile. This guide walks you step by step through enabling payments, setting up products, and sending invoices or subscription links so your clients can pay online without manual back and forth.

Prerequisites for Using GoHighLevel Invoices

Before you create any subscription or invoice from a contact’s profile in GoHighLevel, a few payment prerequisites must be in place. Without these, the billing tools will not work correctly.

• You must have a payment provider connected.
• You must have at least one product created.
• You must have an offer or a one-time invoice item configured, depending on what you want to sell.

Ensure these are ready so that billing from the contact record in GoHighLevel is smooth and error-free.

Connect a Payment Provider in GoHighLevel

The first step is connecting your payment provider at the sub-account level so you can charge cards and collect payments through GoHighLevel.

1. Log in to your GoHighLevel sub-account.
2. Navigate to the Payments section.
3. Select the option to connect a payment gateway (such as Stripe or another supported provider).
4. Follow the on-screen prompts to authenticate and complete the connection.

Once your gateway is connected, GoHighLevel can create active subscriptions and one-time invoices that charge your clients automatically or on demand.

Create Products for GoHighLevel Billing

With your payment provider set up, the next step is to create products that you will sell through subscriptions or invoices in GoHighLevel.

1. Go to Payments > Products in your GoHighLevel account.
2. Click the button to add a new product.
3. Enter key product details such as:

• Product name
• Price
• Billing interval (one-time, monthly, yearly, etc.)
• Description (optional but recommended)

4. Save the product.

These products become selectable options later when you create subscriptions or one-time invoices from a contact profile in GoHighLevel.

How to Access a Contact Profile in GoHighLevel

All subscription and invoice actions will be triggered from the contact’s profile page. Make sure you know how to get there quickly in GoHighLevel.

1. Go to the Contacts section.
2. Search for the contact by name, email, or phone number.
3. Click the contact’s name to open their profile.

On the contact profile screen, you will find billing-related options that allow you to create new subscriptions or invoices tied directly to that person in GoHighLevel.

Create a Subscription from a GoHighLevel Contact

When a customer agrees to recurring billing, you can set up a subscription from their profile in GoHighLevel so charges run automatically based on your product configuration.

Steps to Start a GoHighLevel Subscription

1. Open the contact’s profile in GoHighLevel.
2. Locate the billing or payments section within the profile.
3. Select the option to Create Subscription.
4. Choose the product you configured earlier that should be billed on a recurring basis.
5. Confirm the price and billing interval.
6. Enter or confirm the payment method details, depending on your setup.
7. Activate or save the subscription.

Once saved, GoHighLevel will handle future charges according to the schedule you defined. You can come back to the contact profile to view the subscription status, upcoming invoices, and payment history.

Managing Existing GoHighLevel Subscriptions

From the contact profile, you can also manage active subscriptions created in GoHighLevel.

• View current subscription details and status.
• Pause or cancel a subscription if requested by the client.
• Update the associated payment method, depending on the payment provider integration.
• Review invoices generated by the subscription.

This central view of billing activity per contact keeps your GoHighLevel account organized and simplifies ongoing client management.

Create a One-Time Invoice from a GoHighLevel Contact

For project work, setup fees, or single-purchase services, you can create a one-time invoice directly from the contact profile in GoHighLevel.

Steps to Build a GoHighLevel Invoice

1. Open the contact’s profile in GoHighLevel.
2. Find the section related to invoices or payments.
3. Click Create Invoice (or a similarly labeled action).
4. Select a product or manually add a line item with:

• Item name or description
• Quantity
• Unit price
• Taxes or discounts, if applicable

5. Review the subtotal, tax, and total.
6. Save the invoice draft.
7. Send the invoice link to your client via email or message from within GoHighLevel.

Your client will be able to open the invoice online and pay using the payment gateway you connected. GoHighLevel records this payment in the contact’s history once it is completed.

Sending and Sharing GoHighLevel Payment Links

Whether you create a subscription or a one-time invoice, getting the payment link to your client is crucial. GoHighLevel provides easy ways to share links.

• Send directly via GoHighLevel email from the contact record.
• Copy the payment URL and paste it into SMS, chat, or another communication channel.
• Embed the link in automated workflows for faster follow-up.

Payment links generated in GoHighLevel lead to a secure checkout page where your client can add their payment method and complete the transaction.

Track Payments and History in GoHighLevel

After you start sending invoices and subscriptions, you should periodically check the payment history and status from within GoHighLevel.

• Open the contact profile to see individual payment records.
• Check which invoices are paid, pending, or overdue.
• Confirm that subscription renewals are processing successfully.
• Match GoHighLevel records with your accounting or reporting system if needed.

This centralized tracking helps you reduce missed payments and quickly follow up on outstanding balances.

Tips for Efficient Billing Workflows in GoHighLevel

To get the most from the subscription and invoice tools in GoHighLevel, consider a few workflow optimizations.

• Create standard products for your most common services.
• Use consistent naming structures so invoices are easy to search and audit.
• Leverage automation to send reminders for unpaid invoices.
• Regularly verify that your payment gateway connection in GoHighLevel remains active.

These small improvements help keep your revenue processes smooth as you scale.

Additional Resources for GoHighLevel Billing

You can review the original platform documentation with more interface visuals and clarifications on billing features directly from the official help center. Visit the source guide here: GoHighLevel official article on creating subscriptions and invoices.

For broader CRM and funnel optimization strategies that pair well with GoHighLevel billing, you can explore additional resources and services at Consultevo.

By following the steps above, you will be able to configure products, connect payments, and manage both subscriptions and one-time invoices from any contact profile in GoHighLevel, giving you a simple end-to-end system for client billing.

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