Payments

We need to be able to list items that cost $0 — for things like included services, bonus offers, or placeholder items with custom pricing. Right now, the system forces us to enter a value greater than zero. This creates awkward workarounds like charging $0.01 and explaining to the customer that the platform doesn't allow free items. That’s not acceptable for professional estimates.

This is a basic invoicing need. When we offer something free (e.g., onboarding, bonus service), we should be able to include it with $0 value. Right now, it won’t save unless we put a real number — and it hurts the professionalism of our documents.

Current Behaviour: In both: one- and two- step payment there is no room to collect business details required for EU B2B invoices (e.g. company name, full address incl. country, VAT number). This makes it difficult to stay compliant when selling through GHL as a EU-based business. When I don't have all the business details of my customer, according to our local law, I need to issue a B2C invoice including 23% VAT. Desired Behaviour: Option A (easy): Allow custom input fields in the payment form. So before payment, we can collect VAT number, company name and whatever businesses in other countires may need. Option B (long-term): Integrate collection of company data (business name, full business address, proof they're a business (US EIN, VAT, GST etc) I saw you're already planning VAT verification https://ideas.gohighlevel.com/invoice/p/eu-vat-number-validation so I think it would be optimal if you enable adding it in the payment flow and ideally pulled the business data automatically from the system, so that we're 100% sure there is no mistake Attached: Example of how a payment page in Stipe looks like, that's actually compliant with EU standards. I think they're a golden standard as they work with most online businesses around the globe. Sidenote: As far as I know it's Australia, Canada and New Zealand also have a similar sytem (GST) and may benefit from this enhancement

As it is now, if you have PayPal or other payment options like afterpay available at all, they are shown for every product. It would be really nice to be able to choose which payment options show based on the product. For example, I may have a high ticket program that I want to allow people to use PayPal credit for. But I have a low ticket download that I just want a simple credit card check out. I’ve attached a screenshot of how Kajabi does this.

The store checkout causes issues when people want to use Paypal for digital products. They have to fill out every single physical address field to activate the PayPal button. It should be automatically selectable when there is no shipping (only digital products in cart). I get complaints about this from customers.

I have coupon codes for 100% off. Customer should not have to input payment method on a $0.00 purchase.

The amount invoiced, paid, and most importantly, the AMOUNT DUE, should be readily available on a contact record in the mobile app. When a user is meeting with a customer, they will bring up the contact record on the mobile app. This information is very important. They should also be able to easily record a new payment.

On the Payments section, it would be much more manageable to see Accounts Receivable if we had a checkbox or settings option to be able to hide invoices that are paid in full. Right now, it is difficult to sort through all of the invoices to see statuses other than paid and the filter system does not allow for multiple selections. By being able to hide all paid invoices, we could easily see any that are draft, past due, partially paid, etc. to make it easier for accounting to follow up on money we are owed.

It will be good if we could create prefix for the invoices and the number incremetation will be based on the prefix. This way we could track different types of invoices. It will be a good way to track different vendors in the same account. Even better if we could do this automatically in some way.

Ability to view all transaction payment logs. Currently only when a payment succeeds or fails this is seen. There is no transaction log of the date a payment transaction has gone from failed to active. This is needed to have better log historical data for both the end user and admin.