Changelog
Follow up on the latest improvements and updates.
RSS
improved
Invoicing
Public APIs: View Invoice settings
What's new?
Introduced public API for Invoice Settings, enabling developers to view global invoice configurations.
Why we built it?
- To enable developers building custom solutions where they will not be able to show invoice settings.
improved
Invoicing
Estimates now support $0 total amount
What's new?
Estimates now support a total value of [Currency]0, allowing users to create and share free or complimentary estimates easily.
How to use?
- Go to Payments → Estimates and create an estimate — you can now set product prices or totals to $0.
Why we built it?
- To ensure businesses that often issue free estimates or goodwill quotes are able to use estimates
improved
Invoicing
Invoices: Editable “Payment Schedule” Notifications
What's new?
- You can now fully customize, enable, or disable the “Payment Schedule Received” notification in Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
- Previously, these payment schedule emails were sent automatically whenever a customer’s invoice included installment payments but businesses couldn’t modify the content or control the delivery.
- Now, you have complete flexibility over the messaging, formatting, and whether or not to send them at all.
How to use?
- Navigate to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
- Locate the Payment Schedule Received notification. Toggle it on/off as needed.
- Click Manage beside the Email or SMS template to edit or customize the message.
- Use custom fields related to payment schedules. Note: These fields will render empty values if Invoice does NOT have a payment schedule.
- Save your template
Why we built it?
- Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, creating friction for teams wanting to add personalized branding, tone, or additional instructions.
- With this update, you can:
- Personalize your messages using dynamic fields
- Maintain brand voice and professional formatting
- Avoid unnecessary emails by toggling notifications off when not needed
improved
SaaS Mode
New: See Full SaaS Plan Details Before Enabling
We’ve made it easier to understand what’s included in each SaaS plan when enabling SaaS for clients.
✅
What’s New
- Detailed Plan Information: See rebilling rates, add-ons, marketplace apps, and custom menu links directly in the Enable SaaS modal.
- Compare Plans Easily: Quickly review differences between current and new plans before confirming.
💡
Why It Matters
This update gives you full visibility into what’s included in each SaaS plan, so you can make better decisions, onboard faster, and avoid configuration errors.
Applicable when enabling SaaS via:
- Manage Client → SaaS
- Sub-Account List → Bulk Actions
A cleaner, smarter, and more transparent SaaS onboarding experience — built for growing agencies. 🚀
new
Reputation
🎥 Video Testimonials: Now Live in Reputation(Labs)!
We’re introducing a brand new way to collect authentic video reviews from your customers — now available in Labs!
Once enabled, you’ll find it inside
Reputation → Video Testimonials.
🎥 What’s New:
🎞️ Create Video Collectors
Build customisable Video Collectors to collect testimonials through an engaging flow:
- Welcome Page – Introduce your business and invite participation.
- Questionnaire Page – Add up to 3 questions to guide customers. Users respond to these 3 questions one after the other.
- Attribution Page – Collect their Name, Email, and Phone Number.
- Thank You Page – Fully customisable closing screen.
Each collector can be branded with your logo, and customised background, text, accent and button colours.
🗂️ Manage Collectors with Ease
- Create unlimited collectors per location.
- Clone collectors or copy URLs or sent as a review request for quick sharing.
- View all collectors and their respective submissions inside the Video Collectors section.
💬 Send Video Review Requests
- Use the Send Review Request CTA to send a Video Collector link via Email, SMS, or WhatsApp.
- Choose a collector link from the Override Video Link dropdown.
- End users can record or upload videos directly from desktop or mobile — no app required!
- The Video Length is capped at 2 minute 30 seconds.
💬Manage and Download Responses
- All received videos appear in the Responses tab.
- Easily view and download video submissions.
🌟 Showcase in Review Widgets
- Display your collected video testimonials right inside your Review Widget!
- Filter by collector to show specific video sets.
- Choose from multiple layouts: List, Carousel, Grid, Slider, or Column.
Click Here to see a Video Tutorial on How it Works!
🧪 Available in Labs Now!
Head to Settings → Labs → Video Testimonials to enable it.
👉 Once enabled, access it from
Reputation → Video Testimonials
to start collecting and showcasing video reviews.We’re always looking to make review management smarter and more flexible. Got ideas or suggestions?
Drop us a line at reputation@gohighlevel.com or share on our ideas board, we’d love your feedback! 🙌
new
E-Commerce Stores
Processing Fee on Ecommerce Store Checkout
What’s New?
Store owners can now apply Processing Fees directly on Ecommerce store checkouts — allowing businesses to pass on additional charges such as payment processing or convenience fees to customers.
Key highlights:
- A new “Processing Fee”option is now supported for Ecommerce checkout flows.
- The fee is calculated on the total transaction amount (Subtotal - Discounts + Taxes + Shipping).
- The charge appears as a separate line itemduring checkout and on the final order summary/receipt.
- Fees are rounded to two decimal placesfor consistency.
- Store admins can configure the percentage and label of the processing fee under Payments → Settings → Miscellaneous Charges → Processing Charges.
How to Use It?
- Go to Payments → Settings → Miscellaneous Charges → Processing Charges.
- Enable Processing Feeand set the percentage and label name.
- Ensure Ecommerce Stores is selected as an applicable channel.
- Save the configuration — the fee will now automatically apply to customer checkouts.
Important Notes:
- Upsell products currently donot supportprocessing fees.
- All fees are rounded to two decimal placesbefore being added to the total.
- Disabling the feature won’t remove fees from existing orders unless they’re editable.
Images:
What’s New?
Businesses can now run a complete,
end-to-end Gift Card System
inside the platform. This release introduces the ability to create, sell, send, track, and redeem Gift Cards
across a wide range of checkouts.Gift Cards function as a
flexible prepaid balance that customers can purchase for themselves or others—or that businesses can issue directly
for loyalty, compensation, refunds, or promotions.This launch includes the following major capabilities:
1. Create Fully Customizable Gift Card Products
Businesses can now create Gift Card Products from the new Gift Cards module under Payments. Gift Card Products include a
rich set of attributes
, such as:- Gift card name, description, terms & conditions along with an option to attach a redemption link in the emails
- Expiry date (applies to all Gift Card Orders created from this product and is optional)
- Artwork and branding elements - Custom Upload along with Creating your own gradients
- Multiple denominations support with per-denomination inventory
- Automatic taxes application using the Gift Card tax category (optional)
- Categorization with 'Categories' (optional)
- All of the above information can be reviewed with a preview of the gift card before creating the gift card
Additional nuances with gift card creation:
- Gift Card Products can be edited, archived, or deactivatedat any time.
- When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
- Inventory definition separately for every denomination is not possible today. Once the inventory is defined, it applies individually to each denomination i.e. if quantity = 100 with 2 denominations, each denomination gets 100 i.e. a total of 200 gift cards.
- Only automatic taxes with a fixed category are available for gift card related taxation.
- Gift Card gets created on the last step of the process.
2. Sell Gift Cards Through Test & Live Mode Checkouts
Every Gift Card Product
automatically receives a dedicated checkout page
in both Test and Live modes.Businesses can sell Gift Cards through:
- Dedicated Gift Card Checkout Link (unique per product)
- Embed Code— add the dedicated checkout directly into any website page
- QR Code— ideal for in-store displays or print campaigns or sharing via apps — redirect to the dedicated gift card checkout link
- Existing Checkoutsby adding the Gift Card as a Product to: Funnels (One-step and Two-step order forms), Forms (Sell Product), Payment Links, Invoices, Store, Calendar Payments (if products are supported) and Websites
At the dedicated checkout link, customers:
- Choose a denomination from available options within the gift card product
- Choose Buy for 'Yourself'orBuy for 'Someone Else'
- “Someone Else”: captures recipient + purchaser (transaction receipt goes to purchaser; Gift Card goes to recipient)
- Select immediate or scheduled delivery
- Complete payment (in Live or Test mode depending on the link)
- Gift Card Order for scheduled deliveries remains inactive until the scheduled delivery time but if the code is accessed, it can still be used for redemption.
- Gift Cards sold/purchased in test or live modecan only beused for redemption on checkouts in test or live modes respectivelyi.e. redemption cannot be done for test gift cards on live checkouts or vice versa.
For gift cards purchased via existing checkouts:
- If the invoice, payment link, store, funnel, etc. is in test mode, any gift card product purchased would also be purchased in test mode and can be redeemed only in test mode.
- When gift card is sold as a product on any existing checkouts, the gift card is delivered to the email address of the customer buying the gift card.
3. Send Gift Cards Directly (No Payment Required)
Businesses can issue gift cards to any customer using the Send flow (Live mode only). This makes it ideal for compensation, reward programs, customer delight, or replacing credits.
Process to send gift cards to customers:
- Choose Customer from existing customers list
- Add a personal message that would be sent with the gift card — you can also use 'Write with AI'to draft the message
- Deliver via Email, SMS, QR link (via email), or PDF (via email) — you can send via any 1 mode where the mode would be active based on the availability of email address or phone number of the customer
- Schedule delivery for a future date — Gift Card email/SMS is sent and becomes active on the scheduled date, without requiring a payment
- View the preview of the communication content (non-editable) with the gift card and other details
Additional nuances with respect to sending gift cards:
- Gift Cards issued via 'Send' appear under Gift Card Orders but not in the general Payments → Orders list, since no monetary purchase occurred.
- Gift Cards direct sending is currently only available in Live mode.
- Currently, you can only send 1 gift card to 1 customer in one flow, sending to multiple customers in a single attempt is not possible.
- Sending a gift card also impacts inventory and reduces the inventory every time a gift card is sent.
4. Track All Gift Cards Using Gift Card Orders
A new Gift Card Orders tab is available under Payments → Gift Cards, showing every issued card—whether purchased or directly sent. This tab becomes visible only after the first gift card is sent or sold.
The gift card orders page lists all the sold or sent gift cards along with their statuses, balances, filters and customer details. All cards on this page are clickable and open up a detailed page for that order.
The gift card order details page acts as the single source of truth for all Gift Cards in the account. For each Gift Card Order, businesses can view:
- Purchaser info
- Recipient info
- Denomination
- Expiry date (same as that of the gift card product)
- Remaining balance
- Status (Scheduled, Active, Inactive)
- Hidden Gift Card number (visible inside the order details page)
- Delivery method and delivery schedule
5. Redeem Gift Cards Across Multiple Checkouts
Customers can now redeem gift cards on all checkouts that support the Gift Card Redemption UI. This includes:
- Funnels
- Forms
- Payment Links
- Invoices
- Store checkout
- Calendar payments (where applicable)
- Any checkout using supported payment providers (Stripe, NMI, Authorize.net, Square) --> in case of partial payments or subscription purchases; More providers support coming in soon.
- For a payment entirely done with gift card for only one-time products, the checkouts would be supporting gift card redemption agnostic of the payment provider.
Redemption Behavior:
- Customers enter their Gift Card number at checkout
- The remaining balance is shown instantly
- Redemption can cover: Full amount (if balance ≥ order/invoice total & products are one-time)
- Redemption can cover: Partial amount with the remaining balance charged to another payment method
- Transactions show a new “Gift Card Balance Used” entry
- Subscription purchases: If a subscription product is in the cart, the system will always collect an additional payment method even when the gift card covers the full initial charge (due to future billing requirements).
- Gift card option on redemption is available only if at least 1 gift card product is created and either sent or purchased by a customer.
- Gift card cannot be used on upsell purchases i.e. cannot be redeemed for buying anything via the Upsell flow.
Where Can I Find This?
This feature is currently in Labs right now. Enable it from Agency Settings -> Labs for all/specific sub-accounts
- Payments → Gift Cards → Gift Card Products --> Create, edit, archive, deactivate, sell, or send Gift Cards.
- Payments → Gift Cards → Gift Card Orders --> Track all issued Gift Cards, view balances, and open order details.
- Dedicated 'Sell' checkout link / embed / QR --> Available under each Gift Card Product → Sell section.
- Dedicated 'Send' --> Available under each Gift Card Product → Send section
- Dedicated 'Send' --> Available under each Gift Card Product → QR Code → Issue Gift Card
- Existing Checkouts --> Add Gift Cards as products to sell them through Funnels, Forms, Payment Links, Stores, etc.
- Redeem via the Payment Element under any supported checkout and payment provider combination
What’s Next?
Future enhancements planned:
- Gift card redemption on off-session payments
- Sending gift cards in 'Test' mode
- Order-level validity separate from product-level expiry
- Ability to control where gift cards are redeemable (per checkout, per product, per variant)
- Partial vs full redemption settings
- User permissions for creation, issuing, and redemption
- Dedicated link for customers to check balances
- Usage transaction history log inside each Gift Card Order
- Breakout of amounts paid via gift card vs other payment methods - as part of exports
- Gift card triggers and actions - automation / workflow support
- Public APIs, triggers, actions
- Mobile app & POS support
Visuals:
Gift Card Product Creation:
Gift Card Product - Sell with Direct Checkout Link:
Gift Card Product - Send to Customers:
Additional Visuals:
new
E-Commerce Stores
Zipcode Filter Selection for Shipping Zones
What’s New?
Store owners can now limit
shipping zones by specific ZIP/postcodes
for precise delivery control. This helps businesses enable hyper-local deliveries or exclude certain areas easily.Key Highlights:
- Limit Shipping by Zipcode
- A new checkbox, “Limit Shipping to Specific ZIP/Postcodes,” is available when creating or editing a shipping zone.
- Once enabled, you can enter ZIPs directly using: Single codes, Comma-separated codes, Wildcard patterns.
- Validation & Smart Feedback
- Real-time validation detects invalid or duplicate ZIPs.
- Supports only alphanumeric entries and a trailing asterisk (*) for wildcards.
- Prevents invalid characters, empty fields, or improper wildcard placement.
- Checkout Logic
- During checkout, orders are automatically matched with zones based on entered ZIPorwildcard patterns.
- Enhanced Visibility
- The Shipping Zones overview now displays all included/excluded ZIPs below each zone for quick reference.
- Wildcard entries are clearly shown (e.g., 46*).
How to Use It?
- Navigate to Payments → Settings → Shipping & Delivery → General/ Custom Profile → Shipping Zones.
- Create or edit a zone and enable “Limit Shipping to Specific ZIP/Postcodes”.
- Enter ZIPs, multiple entries, or wildcards as needed.
- Savechanges — your zone is now active only for matching postcodes.
Important Notes:
- Wildcards () can only be used at the end of a valid entry (e.g., 56).
- Duplicate or invalid entries are not allowed.
- If no valid ZIPs are entered after enabling the restriction, the zone cannot be saved.
- If the entered ZIP doesn’t match any configured zone, shipping for that zone is not applied. Shipping wouldn't be blocked in that case.
- For detailed setup guidance, visit the Help Article.
Images:
We’ve refreshed the Summary and Rebilling tabs on your Agency Dashboard with a new, cleaner look and smoother performance.
✅ What’s New
- Modern Interface: Easier to read and navigate reports.
- Faster Load Times: Improved dashboard performance for a smoother experience.
- Localization Support: The dashboard now automatically adapts to your account’s language.
🔮
Coming Soon
- More Accurate Reporting: We’re moving the Summary tab to a new backend system next month for more precise data and calculations.
- All-New SaaS Tab: Get ready for a new SaaS reporting section with deep insights into MRR, churn, reactivation, customer trends, and more — launching next month!
💡 Why It Matters
A sleeker design, faster reports, and full localization make it easier to track your agency’s performance — with even deeper SaaS analytics on the way.
new
App Marketplace
API
HighLevel Python and PHP SDKs
Overview:
The API Center of Excellence team is proud to announce PHP and Python SDKs that fully automate OAuth 2.0 for developers. This is an addition to the Javascript/Typescript SDK that was released last quarter and receives ~1200 downloads on NPM every week.
What's new?
- The newly released PHP and Python SDKs fully automate OAuth 2.0 across the following scenarios:
- All app installation scenarios - installation by a sub-account, bulk installation by an agency, automated future installation,
- Daily token refresh on expiry,
- Uninstallation scenarios
- Database-agnostic SDK design enables developers to connect their preferred database for token management automation.
- Supports all public APIs, with sample code snippets embedded inside every API doc
- Fully automated SDK generation so that SDK evolves automatically as our APIs evolve
- Detailed documentation with install guide, getting started, session storage and webhook integrations.
- Dedicated repo for example projects for a better developer experience for beginners.
Why is this important?
- The SDK aims to abstract the complexity of implementing OAuth 2.0 away from developers, fully managing tokens for them across all scenarios.
- This helps reduce support tickets for HighLevel.
Resources
- Getting started with SDKs
- HighLevel Python SDK
- Example Python Project
- HighLevel PHP SDK
- Example PHP Project
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