Manage Payments in GoHighLevel

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How to Manage Stripe Payment Methods in GoHighLevel

If you manage recurring subscriptions or invoices across tools like ClickUp and GoHighLevel, it is essential to understand how payment methods work inside your CRM. This guide shows you how to view, add, update, and remove Stripe payment methods for your contacts directly inside the platform, ensuring billing stays accurate and up to date.

All actions described below are based on the native integration with Stripe and focus on what you can do from the contact record in your GoHighLevel account.

Prerequisites for Managing Stripe in GoHighLevel

Before you start working with payment methods inside GoHighLevel, make sure the following conditions are met:

  • You have an active Stripe account.
  • Your Stripe account is correctly connected to GoHighLevel.
  • You have appropriate permissions to access payments and contacts.
  • The contact you are editing already exists in your CRM.

Once these prerequisites are in place, you can manage cards and other payment options for any contact tied to Stripe.

Accessing Contact Payment Methods in GoHighLevel

To manage saved payment methods, you first need to open the appropriate contact record. Follow these steps:

  1. Log in to your GoHighLevel account.
  2. Navigate to the Contacts section from the main left-hand menu.
  3. Search for the contact by name, email, or phone number.
  4. Click the contact to open the detailed contact profile.

Inside the contact profile, you will see various tabs relating to conversations, notes, opportunities, and other data. Payment methods are managed from a dedicated area associated with billing.

Where Stripe Payment Methods Appear in GoHighLevel

Inside the contact record, GoHighLevel displays saved payment methods that are stored in Stripe and linked to that contact. Typically, you will find this under a Payments or Billing related section on the contact page, which may include:

  • A list of saved cards (e.g., Visa, Mastercard) associated with the contact.
  • Card details such as the last four digits, brand, and expiration date.
  • Options to add a new payment method, set a default method, or remove an existing one.

Only payment methods processed through and stored by Stripe will appear here. This helps keep all billing information centralized in GoHighLevel while Stripe securely handles the underlying card data.

How to Add a New Stripe Payment Method in GoHighLevel

When a customer wants to use a new card or you need to register a payment method on their behalf, you can add it from the contact record. The exact buttons and labels may vary slightly with updates, but the general process in GoHighLevel is:

  1. Open the desired contact record in GoHighLevel.
  2. Locate the section that lists existing Payment Methods.
  3. Click the option such as Add Payment Method or a similar button.
  4. Enter the card details that Stripe requires, including:
    • Card number
    • Expiration date
    • CVC or security code
    • Cardholder name
  5. Save or confirm the payment method entry.

Once saved, the new card is stored in Stripe and synced to the contact in GoHighLevel. You can then use that method for subscriptions, invoices, or one-off transactions tied to that contact.

Updating Existing Stripe Cards in GoHighLevel

Sometimes a customer’s card is about to expire or they request a billing change. In those situations, you may need to update which card is used as the primary source for billing.

Set a Default Payment Method in GoHighLevel

If multiple cards exist for a contact, GoHighLevel allows you to select which one should be treated as the default. Typical steps include:

  1. Open the contact’s record.
  2. Go to the Payment Methods area.
  3. Identify the card you want to make default.
  4. Click the option such as Set as Default or similar.

The chosen card becomes the default for future charges that rely on Stripe for that contact. This helps ensure that recurring payments and subscriptions run smoothly.

Replace an Outdated Card in GoHighLevel

When a card expires, it is usually best to add a new payment method and then set it as default. The process is:

  • Add the new card as a payment method using the steps above.
  • Make the new card the default payment method in GoHighLevel.
  • Optionally remove the old card if it is no longer needed.

This workflow keeps the contact’s billing profile clean and reduces the chance of failed payments due to expired cards.

Removing a Stripe Payment Method in GoHighLevel

If a card is no longer valid or a customer asks you to remove a stored payment method, you can delete it from the contact’s profile. To do that within GoHighLevel:

  1. Open the contact’s record from the Contacts menu.
  2. Scroll to the Payment Methods section.
  3. Find the card you want to remove.
  4. Click the option such as Delete or Remove.
  5. Confirm the removal when prompted.

After removal, that payment method will no longer be available for new charges. Any existing subscriptions or invoices tied specifically to that card may require you to select a new payment method.

Using GoHighLevel for Subscription and Invoice Billing

Once Stripe payment methods are properly set up, you can leverage GoHighLevel’s billing features more effectively. While this guide focuses on managing cards at the contact level, those cards can then be used for:

  • Charging one-time invoices created inside GoHighLevel.
  • Processing recurring subscriptions linked to Stripe products.
  • Handling payment attempts when a subscription renews.

Because Stripe manages card storage and security, GoHighLevel can safely trigger charges while you maintain a simple interface for viewing and controlling which card is on file.

Troubleshooting Payment Method Issues in GoHighLevel

If you have trouble viewing or editing payment methods, consider the following checks:

  • Confirm that Stripe is still connected to your GoHighLevel account.
  • Verify that the contact exists in Stripe with the same email or reference used in your CRM.
  • Ensure you have permission to view payments and billing details.
  • Ask the customer to confirm that the card is valid and has not been blocked by their bank.

For platform-specific limitations or error messages, review the official documentation from the provider.

Official GoHighLevel Stripe Documentation and Resources

For the exact, most up-to-date instructions on how Stripe payment methods behave inside the system, always refer to the original documentation. You can view the official guide here: How to manage Stripe payment methods inside HighLevel.

If you are building advanced automation, funnels, or subscription logic, you may also want strategic help implementing billing workflows. For consulting, implementation, and optimization services around CRM and marketing automation platforms, visit Consultevo.

Summary: Streamline Stripe Billing Inside GoHighLevel

By connecting Stripe and learning how to manage payment methods on each contact, you keep your billing processes organized and reduce failed payments. Using the contact record in GoHighLevel, you can quickly:

  • Add new payment methods for customers.
  • Set or change the default card used for billing.
  • Remove outdated or invalid cards from their profile.

Keeping these details current ensures that subscriptions, invoices, and one-off payments process correctly while maintaining a unified view of each customer’s billing status inside GoHighLevel.

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