Payments

So actually there is no manual way to send Receipts, you either have to turn it on or off fully for All products (one-time or recurring does not matter.) Ideally we should be able to have send receipt automation action, or send receipts only for certain products, or a way to send receipts manually.

I've seen MANY requests around these with a ton of upvotes between them. Many of us seem to need to be able to CREATE, SCHEDULE, END, or PAUSE subscriptions via a GHL Automation Action (not trigger) or via the API. We'd also like the ability to have a way to use the API or Automations to update the CARD ON FILE for a Subscription. The Customer Portal doesn't allow us to integrate our service delivery into it, and having a seperate login for that isn't feasible because people get confused about the multiple different login credentials. There is no way for us to Log someone in with an iFrame or API call, so we don't use it. Currently, because we can't manage subscriptions automatically we've had to start offloading our subscriptions to a Non-GHL Integrated provider that can support this. However, we'd prefer all of our subscriptions to exist in GHL.

Ability to customize or add company information directly on an invoice instead of needing to modify the contact record outside of when creating an invoice. Make sure that a late fee is only charged to an invoice that is not processing. We had a customer that recieved a revised invoice with a late payment fee while the payment was processing on that invoice. Invoices need to sync with Stripe in order to show on Accounts Receivable. Invoices are currently not syncing with Stripe, only payments are showing in Stripe. Can't update a recurring invoice without forcing to resend it to the client. We need to be able to update the invoice and keep it on its existing/preset send schedule. Ability to add work performed to an upcoming recurring invoice. As work is performed throughout the month (billing cycle), would like to be able to add "billable work" and acrrus that to automatically add to an upcoming recurring invoice. Opposed to having to create a separate invoice.

We need the ability to add multiple products when creating a subscription. Stripe has this capability. Use Case: We offer several options for clients, add on, cross-sells, etc. and it would be way more convenient to add multiple products when creating the subscription, rather than having to create a subscription for each product. This enhancement goes hand-in-hand with the ability to edit a subscription, as there are times where we would need to cancel/remove a particular product and/or add an additional product to a subscription.

I have been building an order process and during testing, I created several orders. I discovered there is no way to delete orders - even if I delete the related user account, the orders remain polluting my orders and transactions.

sync new invoices in QuickBooks back to GHL and sync QB products top GHL

please give us an option in billing / payments for offers to take SLIDING SCALE donations. Kajabi ALREADY offers this and provides this to customers

The new Gift Cards feature is great for creating, selling, and sending cards, but there’s a key control missing at the Gift Card Order (individual card) level. We sell a Gift Card, and the customer comes in person to consume the service outside of a HighLevel checkout (or forgets to use the code). We then need to mark that specific card as used/inactive/zeroed out, so that the code cannot be reused in the future, even if it was never “redeemed” through a checkout. ​ Currently In Payments, we can see status (Scheduled, Active, Inactive), balance, and details, but there is no clear action to: Inactivate a single Gift Card (order) manually and prevent any future use of that code. Manually adjust the balance (for example, when a customer partially or fully uses the value offline). What I'm asking for: On the Gift Card Order Details screen, please add actions such as: “Mark as Used / Inactivate Card” → sets the card status to Inactive and blocks that code from being applied on any checkout. “Adjust Balance” → allows us to manually set the current balance (including 0), with an internal note field for audit purposes. ​ Optional but very helpful: An audit log showing who changed the status/balance, when, and why. A Workflow trigger/condition like “Gift Card status changed” or “Gift Card balance changed” so we can automatically update notes, tags, or pipeline stages. This correctly covers offline redemptions and cases where the customer doesn’t use the code at checkout, while keeping financial records accurate. ​ Prevents fraud and mistakes (re‑using codes that were already consumed in person). Gives much better operational control without forcing every business to run 100% of services through a HighLevel checkout. This improvement would make the Gift Cards system truly complete, end-to-end, for both pure e-commerce and in-person businesses (clinics, salons, studios, etc.).

As of right now, when you create a tax the only way to change/update it is to delete it and recreate it. We need to be able to edit taxes. Use Case: In Canada, we have three different tax rates across the country. I want to be able to pre-populate the taxes in a snapshot so customers can quickly and easily apply them to their invoices. However, customers will need to add their Tax ID to each tax. As of right now they can't do that without deleting the taxes and recreating them, which defeats the purpose of including taxes in a snapshot. I say all of this assuming taxes will copy over in a snapshot. If they don't, this is something else that needs to be addressed.

Summary Add native support in GoHighLevel for products that charge a paid upfront fee followed by a scheduled recurring subscription, without using or implying a trial period. Problem Many agencies and SaaS businesses charge: A non-refundable upfront fee (setup, onboarding, implementation) A recurring subscription that begins after a defined time period Using “trial” settings is misleading, as customers may assume: They can cancel and get a refund The upfront fee is optional or refundable This creates confusion and support issues. Proposed Solution Introduce a pricing option such as “Upfront Fee + Scheduled Recurring”, where: Customers are charged immediately for the upfront fee The recurring subscription: Is scheduled to start after X days/weeks Is clearly labeled as a future recurring charge, not a trial All charges are displayed clearly on the order form Example Use Case Upfront fee: $5,000 (charged today) Recurring fee: $750/month Recurring starts: after 4 weeks Checkout displays: Today: $5,000 (non-refundable) Then: $750/month starting in 4 weeks Optional Controls Set recurring start delay (days/weeks/months) Display next billing date on checkout Workflow triggers: “Upfront Fee Paid” “Recurring Billing Started” Compatible with coupons (including legacy/old-price coupons) Benefits Removes customer confusion around trials and refunds Matches real-world agency and SaaS billing models Cleaner checkout and clearer expectations Fewer products and workflows required