GoHighLevel Recurring Invoices Guide

Managing recurring invoices inside GoHighLevel can streamline your billing process in ways similar to how ClickUp automates task workflows. This guide walks you step by step through creating, configuring, and editing recurring invoices using workflows, so you can automate client billing with confidence.

All steps in this article are based on the official documentation for recurring invoices in workflows and follow the exact behavior of the GoHighLevel platform.

How Recurring Invoices Work in GoHighLevel Workflows

Recurring invoices in GoHighLevel are managed entirely through workflows. Instead of manually recreating invoices every billing cycle, you design an automation that sends invoices repeatedly on a schedule until a specific end condition is met.

The core logic is:

• A contact is added to a workflow.
• A “Create/Send Invoice” action generates the first invoice.
• A wait step defines the recurring interval (for example, every 30 days).
• The workflow loops back to send the next invoice, or exits when a stop condition is reached.

The system supports multiple triggers, flexible scheduling, and automatic stopping when invoices are paid, canceled, or when a custom rule you define is satisfied.

Main Features of Recurring Invoices in GoHighLevel

When you build a recurring billing automation inside GoHighLevel, you can:

• Use any supported workflow trigger to start billing.
• Send invoices automatically at daily, weekly, monthly, or custom intervals.
• Stop billing after a certain number of invoices or at a specific date.
• Stop billing when a contact pays or cancels an invoice linked to the workflow.
• Edit invoice templates and workflow steps even after activation.

Setting Up a Recurring Invoice Workflow in GoHighLevel

To start using recurring invoices, you first create a workflow and then define the automation steps that control the repeated invoice creation.

Step 1: Create a New Workflow in GoHighLevel

1. In your sub-account, go to Automations > Workflows.
2. Click + Create Workflow.
3. Choose a blank workflow or a relevant template, then click Create.
4. Give the workflow a clear name describing the recurring invoice purpose (for example, “Monthly Retainer Recurring Invoices”).

Step 2: Add a Trigger for the Recurring Invoices

The trigger controls when a contact is enrolled into the recurring invoice automation.

Common trigger options inside GoHighLevel include:

• Contact Tag Added – start invoices when a tag like “Retainer Client” is applied.
• Form Submitted – begin recurring billing when a signup or onboarding form is submitted.
• Opportunity Stage Changed – trigger when a deal moves into a won/active stage.
• Appointment Status – start recurring billing after the first completed session.

Configure the trigger conditions and save it. Every contact matching those criteria will now enter the workflow and be eligible for recurring invoices.

Step 3: Add the First Invoice Action

1. Inside the workflow builder, click the + icon under your trigger.
2. Select the Invoice or Create/Send Invoice action, depending on the interface label in your GoHighLevel version.
3. Configure the invoice details:
   • Select or create an invoice template.
   • Choose products or services to bill.
   • Set due date rules and payment terms.
   • Enable automatic sending if you want the invoice to be emailed immediately.
4. Save the action. This becomes the first invoice in your recurring sequence.

Configuring the Recurring Schedule in GoHighLevel

The key to recurring invoices is the wait and loop logic. You use wait steps to delay the workflow and looping behavior to repeat invoice creation.

Step 4: Add a Wait Step for Your Billing Interval

1. Below the first invoice action, click the + icon.
2. Choose Wait (or Delay, depending on your GoHighLevel label).
3. Set the desired interval, for example:
   • 30 days for monthly billing.
   • 7 days for weekly billing.
   • 1 year for annual billing.
4. Optionally fine-tune time-of-day or weekday restrictions to control exactly when invoices are generated.

This wait step ensures the workflow pauses before creating the next invoice.

Step 5: Loop Back to Create the Next Invoice

Once the wait is over, you can either duplicate the invoice action or create a second invoice step and connect it in a looped pattern, depending on the workflow design supported in your GoHighLevel account.

1. Add another Create/Send Invoice action below the wait step.
2. Configure it with the same template and items if the amount is constant, or adjust if you bill variable amounts.
3. Use additional waits and actions to repeat the pattern as many times as needed.

Some setups use a “Go To” or branch logic to send the workflow back to an earlier wait step. Others use a fixed number of repeated steps. Design the pattern that best fits your billing cycle and contract length.

Stopping Recurring Invoices in GoHighLevel

Without a clear stop rule, a recurring sequence would continue indefinitely. GoHighLevel workflows allow you to end the loop under specific conditions.

Common Stop Conditions

• Payment received – stop sending future invoices when a linked invoice is marked as paid.
• Invoice canceled – end billing if the invoice or subscription is canceled.
• Maximum cycles reached – stop after a fixed number of invoices (for example, 12 monthly payments).
• End date hit – end the workflow on a specific date such as contract expiry.

To implement these conditions, you typically use:

• If/Else conditions checking invoice status fields.
• Goals that pull contacts out of the workflow when they meet a target status.
• Remove from Workflow actions when a custom rule is true.

Best Practices for Clean Exit Rules

• Always include at least one clear exit condition.
• Align end logic with your contracts or subscription policies.
• Test with a dummy contact to ensure the workflow stops exactly as expected.

Editing Recurring Invoice Workflows in GoHighLevel

You can modify a recurring invoice workflow even while it is live. However, you should understand how changes affect contacts that are already inside the automation.

Editing Invoice Templates

Updates to the underlying invoice template generally apply to future invoices created after the change, not to invoices that already exist. If you adjust prices, items, or payment terms, only newly generated invoices will follow the new configuration.

Editing Workflow Steps

When you edit a workflow in GoHighLevel:

• Contacts currently waiting in a step will continue until that step finishes, then follow the updated path.
• New contacts entering the workflow will experience the fully updated version from the start.
• Removing steps can change how many invoices are sent, so review all loops and waits after major edits.

For large changes, consider cloning the workflow, updating the clone, and then moving new clients to the improved version while allowing existing clients to complete the original flow.

Troubleshooting Recurring Invoices in GoHighLevel

If invoices are not sending or not recurring properly, review the following:

• Trigger conditions – confirm that the contact actually meets the trigger rules.
• Workflow status – ensure the workflow is published/active, not in draft.
• Wait step configuration – verify that the delay is correct and not longer than expected.
• Invoice action settings – check that invoices are set to send automatically if that is required.
• Stop conditions – review any if/else conditions that could be ending the sequence too early.

For a detailed, platform-verified reference, you can read the official recurring invoices documentation at this GoHighLevel support page.

Next Steps and Additional GoHighLevel Resources

Once you have a stable recurring invoice automation, you can enhance it further by adding:

• Reminder emails before or after due dates.
• Automatic tagging based on payment status.
• Pipeline stage moves when payments are received.
• Notifications to your team for failed or overdue invoices.

If you need strategic help designing complex billing workflows or broader funnel automation around your invoices, you can explore expert services at Consultevo, which focuses on advanced implementations and optimization.

By combining recurring invoices with other automation features in GoHighLevel, you can reduce manual billing work, improve cash flow consistency, and deliver a smoother payment experience for your clients.

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