How to Use GoHighLevel Payments and Invoices

If you manage agencies or client work in tools like ClickUp and need a simple way to collect money online, GoHighLevel provides built-in payments and invoicing features you can deploy quickly. This how-to guide walks you step by step through the most common payment and invoice workflows available inside GoHighLevel so you can start charging clients and customers without extra plugins or custom code.

The instructions below are based on the official documentation at this GoHighLevel help article and are organized by the most popular use cases.

Before You Start: Payments in GoHighLevel

To use payments and invoices in GoHighLevel, you first need at least one payment processor connected in your sub-account, such as Stripe. Once that is set up, you can attach products and prices to multiple assets:

• Funnels
• Websites
• Calendars
• Invoices
• Memberships
• Forms and surveys (via order forms or upsell flows)

All the use cases below assume your payment integration is already active and working.

Use Case 1: One-Time Payments in GoHighLevel

One of the simplest ways to get paid in GoHighLevel is by collecting a one-time payment for a product, service, or offer.

How to set up a one-time payment on a GoHighLevel funnel

1. Open the sub-account where you want to accept payments.

2. Go to Sites > Funnels and open your funnel.

3. Add or edit a page that will act as your checkout.

4. Drag an Order Form element onto the page.

5. Inside the order form settings, choose your connected payment processor.

6. Create or select a product with a one-time price.

7. Customize required fields (name, email, address, etc.), then save and publish.

This setup is ideal for items like single sessions, fixed-fee projects, or digital downloads that do not require recurring billing.

How to embed a one-time payment on a GoHighLevel website

1. Navigate to Sites > Websites in your GoHighLevel sub-account.

2. Select or create a page where your checkout will live.

3. Add an Order Form element to the page layout.

4. Connect the form to your payment processor and one-time product.

5. Adjust styling and form fields as needed, then publish the page.

The same one-time product can be reused across funnels and websites inside GoHighLevel to keep your pricing consistent.

Use Case 2: Recurring Subscriptions in GoHighLevel

If you want to charge clients monthly, yearly, or on any repeating schedule, GoHighLevel lets you set up subscription products.

How to create a subscription checkout in GoHighLevel

1. In your sub-account, open Payments > Products.

2. Create a new product and set the pricing type to Recurring.

3. Choose the billing interval (for example, monthly or yearly).

4. Save the product.

5. Go to Sites > Funnels or Sites > Websites.

6. Add an Order Form element to the desired page.

7. Select your recurring product inside the order form settings.

8. Publish the page and share the link with customers.

This is perfect for retainers, SaaS-style offers, memberships, or any ongoing service you sell through GoHighLevel.

Managing active subscriptions in GoHighLevel

After customers subscribe, you can:

• View active subscriptions in the Payments section.
• See related contacts and payment histories.
• Cancel or pause subscriptions when required.
• Use automation to send renewal or failed-payment notifications.

Use Case 3: Booking and Payments with GoHighLevel Calendars

Many agencies and service businesses want to get paid at the time of booking. GoHighLevel calendars can require a payment before an appointment is confirmed.

How to connect payments to a GoHighLevel calendar

1. Go to Calendars in your sub-account.

2. Create or edit a calendar you want to charge for.

3. Open the calendar settings and find the Payments or Paid Booking options.

4. Enable payment requirement for bookings.

5. Choose your payment processor and either an existing product or a new one-time fee.

6. Save your changes.

7. Embed the calendar on a GoHighLevel page or share the calendar link directly.

When prospects or clients book an appointment, they must pay first, which reduces no-shows and locks in commitment.

Use Case 4: Sending Invoices in GoHighLevel

In addition to order forms and subscriptions, you can send invoices from GoHighLevel when you need to bill clients directly.

How to create and send an invoice in GoHighLevel

1. Open the relevant sub-account.

2. Navigate to Payments > Invoices.

3. Click New Invoice or a similar option.

4. Select or create the contact you want to bill.

5. Add line items: product or service descriptions, quantities, and prices.

6. Set due dates and payment terms.

7. Attach your payment processor so the client can pay online.

8. Send the invoice by email directly from GoHighLevel.

The client receives a link to a secure invoice page where they can pay with their card or other supported methods.

Tracking invoice payments in GoHighLevel

Inside the invoices area, you can quickly check:

• Outstanding invoices and due dates
• Paid and partially paid invoices
• Payment dates and amounts
• Client contact information and related notes

This makes it easier to manage cash flow and follow up on overdue balances.

Use Case 5: Membership and Course Access with GoHighLevel

You can combine payments with membership or course areas in GoHighLevel so that access is granted only after successful payment.

How to link payments to a GoHighLevel membership offer

1. Set up your Membership or Courses area in the sub-account.

2. Create an offer or product that represents the content you are selling.

3. In Payments > Products, configure a one-time or recurring price for that offer.

4. Design a funnel or website page with an Order Form linked to the product.

5. In your funnel or automation, add a step that grants membership access when the purchase is successful.

Customers who pay via the GoHighLevel checkout automatically gain access, which eliminates manual account creation.

Use Case 6: Upsells and Order Bumps in GoHighLevel

To increase revenue per transaction, GoHighLevel lets you configure order bumps and upsell pages in your funnels.

How to add order bumps and upsells in GoHighLevel

1. Create your main product in Payments > Products.

2. Create additional products for order bumps or one-click upsells.

3. In your funnel checkout page, add an Order Bump element and link it to an add-on product.

4. Create upsell pages and set them as One-Click Upsells in the funnel flow.

5. Attach upsell products to those upsell pages.

6. Save and test the full funnel flow to ensure charges process correctly.

This structure lets customers add more items without re-entering payment details, all powered directly by GoHighLevel.

Practical Tips for Managing GoHighLevel Payments

• Test every flow: Use test cards or small payments to confirm each funnel, calendar, and invoice works.
• Keep product naming clear: Use descriptive names so reports and invoices are easy to understand.
• Automate follow-ups: Trigger workflows when invoices go unpaid or when subscriptions fail.
• Use reports: Review payment reports to track performance and identify best-selling offers.

Next Steps with GoHighLevel Payments

Once your core payment and invoice flows are in place, you can layer in additional automation, CRM tracking, and marketing sequences to build a complete client journey in GoHighLevel. For official, always-updated details and screenshots, refer to the original documentation at this GoHighLevel payments and invoices article.

If you want professional implementation, funnel design, or strategy support around your payment systems, you can also visit Consultevo for expert help with marketing automation and client account setups.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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