GoHighLevel Invoice Guide

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GoHighLevel Invoice Guide: New Revamped UI

The new invoice system in GoHighLevel makes it easy to bill clients and track payments, even if you also use tools like ClickUp for project management. This how-to guide walks you step by step through creating, customizing, sending, and managing invoices with the revamped interface.

Below you will learn how to use templates, schedule payments, add taxes, and connect invoices to opportunities so your billing stays organized and automated.

Accessing Invoices in GoHighLevel

To get started with the new invoice experience, you first need to open the invoicing section inside your account.

  1. Log in to your GoHighLevel account.
  2. From the left navigation menu, click Payments.
  3. Select Invoices under the Payments area.

Once you are in the invoices area, you will see the updated interface where you can create new invoices, filter existing ones, and manage their status.

Creating a New Invoice in GoHighLevel

Use the new UI to quickly generate a professional invoice for your client.

  1. Click the Create Invoice button.
  2. Choose the contact or company you want to bill. You can search existing contacts or add a new one if needed.
  3. Fill in the basic invoice details, including issue date, due date, and invoice number (if the system does not auto-generate it based on your settings).
  4. Add line items for the products or services you are charging for.
  5. Review taxes, discounts, and totals.
  6. Save the invoice as a draft or continue to sending options.

This streamlined workflow in GoHighLevel lets you move from draft to ready-to-send in just a few clicks.

Adding Line Items, Taxes, and Discounts

The line item area is where you specify exactly what you are billing for.

  1. In the invoice editor, click Add Item.
  2. Enter the item name, description, quantity, and price.
  3. Select an existing product or service if you already set it up in your items list.
  4. Apply any relevant tax rates from your configured tax options.
  5. Optionally add a discount to a single line item or to the entire invoice.

The new UI automatically calculates subtotals, taxes, discounts, and grand totals as you go, so you can verify the final amount before sending.

Using GoHighLevel Invoice Templates

Templates save you time and help keep your brand consistent across invoices.

Set Up a GoHighLevel Invoice Template

  1. From the invoice area, open an invoice and look for template or layout options.
  2. Choose a base template design.
  3. Customize your company logo, colors, and business information.
  4. Adjust default terms, notes, and footer text.
  5. Save your changes as a reusable template.

Once a template is saved, you can apply it to new invoices so you do not need to reconfigure branding or standard text each time.

Apply Templates to New GoHighLevel Invoices

  1. When creating a new invoice, select your preferred template from the template dropdown or layout selector.
  2. Confirm the preview looks correct.
  3. Proceed with adding items and sending the invoice.

Templates ensure your GoHighLevel invoices remain consistent and professional across all clients and locations.

Customizing Invoice Settings in GoHighLevel

The invoice settings area allows you to control defaults, branding, and key behaviors.

Key Invoice Settings to Configure

  • Business Information: Company name, address, contact details, and logo.
  • Default Tax Rates: Common tax percentages applied automatically to new invoices.
  • Numbering Format: Prefix, starting number, and pattern for invoice IDs.
  • Payment Terms: Net 7, Net 15, Net 30, or custom terms.
  • Default Notes and Footer: Standard payment instructions, disclaimers, or thank-you messages.

Setting these up correctly ensures all new invoices inherit the right defaults, saving time for your team.

Sending Invoices from GoHighLevel

Once you have created and reviewed your invoice, you can send it directly to your client.

  1. Open the invoice you want to send.
  2. Click Send or Send Invoice.
  3. Select the client’s email address and adjust the email subject and message, if allowed.
  4. Decide whether to send immediately or schedule for a later time.
  5. Confirm and send.

Clients receive a link to view the invoice online and, if you have payment options configured, they can pay directly from the invoice page.

Collecting Payments for GoHighLevel Invoices

When payment integrations are enabled, invoices can be paid via the methods you have set up, such as credit card or other gateways.

Enable Payment Options

  1. Go to your main Payments settings.
  2. Connect your payment processor following the on-screen instructions.
  3. Enable online payment options for invoices.
  4. Configure any default payment-related settings, like currency and receipt behavior.

Record and Track Payments

  1. When a client pays online, the invoice status updates automatically to Paid or Partially Paid.
  2. If you receive payment offline (bank transfer, cash, or check), open the invoice and click Add Payment or a similar option.
  3. Enter the payment amount, date, and method.
  4. Save to update the balance and status.

This workflow helps you keep all payment records tied directly to each invoice inside GoHighLevel.

Using GoHighLevel Invoices with Opportunities

The new UI makes it easier to connect invoices with sales opportunities so you can see revenue at each pipeline stage.

  1. Create or open an existing opportunity in your pipeline.
  2. From within the opportunity, look for invoice or payment options.
  3. Link an existing invoice or create a new one attached to that opportunity.
  4. Monitor invoice status and payments directly from the opportunity view.

This integration provides better visibility into how leads convert into invoiced and collected revenue.

Managing and Filtering GoHighLevel Invoices

As you create more invoices, you will need tools to search, filter, and manage them efficiently.

Filter and Search Invoices

  • Filter by Status (Draft, Sent, Paid, Overdue, Canceled).
  • Filter by Date Range to view invoices from a particular period.
  • Search by client name, invoice number, or amount.
  • Sort by date, amount, or status to focus on unpaid or overdue invoices first.

Edit, Duplicate, or Cancel Invoices

  1. Open an existing invoice from the list.
  2. Click Edit to adjust details when allowed by your settings.
  3. Use Duplicate or Clone to create a similar invoice for recurring services.
  4. Select Cancel if the invoice should no longer be collected, according to your policies.

These tools make everyday invoice administration much easier for teams working inside GoHighLevel.

Automations with GoHighLevel Invoices

The invoice system can be used with automation features to reduce manual work.

  • Trigger workflows when an invoice is created, sent, or paid.
  • Send automatic payment reminders for upcoming or overdue due dates.
  • Tag contacts or move opportunities through your pipeline based on invoice status.
  • Notify your team in internal channels when high-value invoices are paid.

By combining invoices with automation, GoHighLevel can help you standardize and scale your billing processes.

Additional Resources and Support

For official, detailed documentation about the new invoice UI, you can review the original help article here: GoHighLevel Invoices – New Revamped UI.

If you need strategic help implementing billing workflows, CRM systems, or technical setups for your agency, you can also visit Consultevo for consulting services.

By following the steps outlined in this guide, you can confidently create, send, and manage invoices inside GoHighLevel, giving your business a more efficient and trackable billing process.

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