GoHighLevel Invoice Notifications

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Customize Invoice Notifications in GoHighLevel

If you manage billing in tools like ClickUp and want consistent client communication, you can configure invoice notifications directly inside GoHighLevel. This guide explains how to customize email and SMS messages that are automatically sent when you issue invoices and invoice reminders to your contacts.

Using notification templates ensures every invoice is clear, branded, and includes the correct payment links. You can adjust the content, choose who messages are sent to, and decide which communication channels to use.

Where GoHighLevel Invoice Notifications Are Used

Invoice notifications in GoHighLevel are used when you send:

  • New invoices to your contacts
  • Invoice reminders for unpaid invoices
  • Follow-up messages that include payment links

These notifications can go out via:

  • Email
  • SMS

You can customize the default templates so that each new invoice or reminder uses your preferred wording automatically.

Access GoHighLevel Invoice Notification Settings

To start editing notification templates, you must access the invoicing settings inside your sub-account.

  1. Log in to your GoHighLevel account.

  2. Open the relevant Sub-Account where you manage invoices.

  3. Navigate to the Invoices area (Billing section).

  4. Locate the settings or configuration panel that controls invoice notification templates for email and SMS.

From this section, you can modify how messages look, what information is included, and which channels are enabled.

Configure GoHighLevel Email Invoice Notifications

Email notifications are typically the primary way clients receive invoices. In GoHighLevel you can customize the email template that goes out with each invoice or reminder.

Set the Email Sender Details in GoHighLevel

Start by defining the sender name so clients recognize who the invoice is from.

  1. In your invoice notification settings, find the Email section.

  2. Look for a field such as From Name or Sender Name.

  3. Enter your business or brand name as you want it to appear in the client inbox.

Using a clear sender name helps reduce confusion and improves open rates for invoice emails.

Customize the Email Subject and Body

Next, update the email content that goes out with each invoice.

  1. Locate the Subject field in the email notification template.

  2. Write a short, clear subject line, for example: “Your Invoice from [Business Name]”.

  3. In the Body section, edit the main message content.

The body should include:

  • A greeting (e.g., “Hi {{contact.name}}”)
  • A short explanation that an invoice is attached or available online
  • The invoice amount and due date, using dynamic placeholders where available
  • A clear call to action with a payment link

Make sure your template uses any supported invoice variables so the system can automatically insert the correct data for each contact.

Include Payment Links in GoHighLevel Emails

The most important part of an invoice email is the payment link or button.

  1. Within the body template, find the placeholder that inserts the invoice payment link.

  2. Ensure the placeholder remains intact so GoHighLevel can generate a unique payment link for every invoice.

  3. Optionally add text like “Click here to pay securely online”.

Test a sample invoice to confirm the link works and leads to the correct payment page.

Configure GoHighLevel SMS Invoice Notifications

SMS notifications help you reach clients quickly with a short reminder and a payment link. In GoHighLevel you can enable and customize the SMS template used for invoices.

Enable SMS Notifications for Invoices

First, confirm that SMS notifications are turned on for invoice events.

  1. In the invoice notification settings, open the SMS section.

  2. Look for a toggle or checkbox to Enable SMS Notifications for invoices or reminders.

  3. Turn this option on if you want SMS messages sent when invoices are created or when reminders go out.

Ensure your account has an active phone number configured to send text messages.

Edit the SMS Template Content

SMS messages must be concise but still clear enough that clients know what to do.

  1. In the SMS template editor, modify the message text.

  2. Include dynamic fields such as the contact name, amount due, and due date, if supported.

  3. Add the invoice payment link placeholder so the client can tap and pay from their device.

An effective SMS template might include:

  • A quick introduction with your business name
  • The invoice status (new or reminder)
  • The amount due
  • A short payment link

Keep the message within standard SMS length limits to avoid the text being split across multiple messages.

Customize GoHighLevel Invoice Reminder Notifications

In addition to initial invoice sends, GoHighLevel can deliver reminders for overdue or upcoming invoices. These reminders often share similar templates with the main invoice notifications but may have slightly different wording.

Adjust Reminder Timing and Content

Depending on your configuration, reminders may be triggered automatically based on due dates.

  1. In the invoice or billing settings, locate the Reminder configuration panel.

  2. Set how many days before or after the due date reminders should be sent.

  3. Edit the email and SMS reminder templates separately, if available.

Use slightly stronger language in reminders while still keeping a professional and polite tone. Confirm that payment links and key invoice details remain accurate in each reminder message.

Test Your GoHighLevel Invoice Notifications

After customizing your templates, test them before you rely on them in live billing workflows.

  1. Create a test contact with your own email address and phone number.

  2. Generate a sample invoice for that contact.

  3. Send the invoice and check the email and SMS messages you receive.

  4. Verify that:

    • Sender name and subject look correct
    • Dynamic fields show the correct data
    • Payment links open the right invoice page

Repeat the process for reminders if your account uses automated reminder notifications.

Best Practices for GoHighLevel Invoice Messages

  • Stay on brand: Use consistent tone and signature across email and SMS.
  • Be clear: Mention the amount due, due date, and how to pay.
  • Use dynamic fields: Rely on the system’s placeholders for names, invoice numbers, and links.
  • Respect frequency: Avoid too many reminders in a short period of time.

Keeping templates short, accurate, and easy to understand will improve payment rates and reduce client questions.

More Resources for GoHighLevel Users

For the original reference material on invoice notification customization, see the official documentation:
Customize Email and SMS Notifications for Invoicing.

If you want broader help implementing billing workflows, funnels, or automation around your invoicing setup, you can explore expert implementation services at Consultevo.

By correctly configuring email and SMS invoice notifications in GoHighLevel, you ensure clients receive clear, timely billing messages and always have a direct path to pay online.

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