Invoicing

I would love the ability to have fully customized layouts. Think, the new contracts feature, where you upload a PDF then drag and drop your dynamic fields as required. The link below is a similar feature from ServiceM8: https://support.servicem8.com/hc/en-us/articles/200272954-How-to-modify-invoice-or-quote-templates

When Sub-Account is charged for wallet, there should be a invoice/receipt sent to customer. Most of sub-accounts are companies and they need invoices for wallet charges. Stripe and GHL don't provide proper invoices for wallet charges. We need to send them manually to our saas clients.

We desperately need the ability to attach invoices as PDFs to outgoing emails. I found this previous post that was marked as "COMPLETE" https://ideas.gohighlevel.com/invoicing/p/pdf-invoices-option-without-payment-link But, it clearly isn't😟 Yes there is the ability to generate the PDF once the link is opened but this is not what is meant by "attaching a PDF" We want the ability to have the PDF as an attachment to the email that's sent to the customer. I have attached a mockup of what it might look like from the "Invoice Settings".

We prefer not to use Stripe and want to offer our clients the sole option to pay via bank transfer. Therefore, we provide instructions in the invoice footer and wish to disable the appearance of the green button.

A way to NOT or Reduce charge for the processing fee for ACH, but charge the processing fee for everything else, specifically Credit Cards with the GHL native "Processing Charges" option. We have gotten a lot of complaints lately where they chose ACH instead to not get hit with the fee, but still get hit with it.

Currently, when a customer makes a payment (either for products or wallet top-ups), the platform automatically sends a receipt. However, this presents several critical limitations: The receipt is not editable, which prevents adapting it to specific business needs. It does not allow adding custom fields, such as tax identification numbers (e.g., Business ID / VAT) for both our company and the customer. Receipts do not have legal or accounting validity in many countries, where an official invoice is required for tax purposes. Additionally, there is no option to: Customize the design of the receipt to match branding. Configure the system to generate an invoice instead of a receipt. Suggested improvement: It would be highly valuable to enable: Full editing and customization of billing documents. The inclusion of mandatory tax fields. The ability to automatically generate invoices instead of receipts, ensuring legal and accounting compliance. This would significantly improve the platform’s usability for businesses that must comply with fiscal regulations.

The ability to print invoices and estimates directly from GHL without having to copy a link, open a new tab, then print page. All of this seems basic in other similar software. Not sure why the ability is only to send sms + email and not be able to print.

The ability to sync products with a client's accounting software to make it easier to select and create products for invoicing and proposals.

I’d like to suggest a feature improvement for invoicing in GoHighLevel that would significantly improve automation for service-based businesses with variable pricing. Currently, there is no way to automate sending an invoice where the line item amount dynamically equals the Opportunity value. From what we can tell, the only way to send an automated invoice through workflows is by using a pre-built invoice template with fixed product pricing. This does not work for businesses like ours where every customer receives different pricing. For example: • one customer may receive a contract and invoice for $1,250 • another may receive $3,740 • another may receive $760 Because pricing varies per client, we cannot realistically maintain preset product pricing for automation. Why this matters: It is critical for our workflow that the sequence is: Customer signs contract → invoice automatically sends → customer pays We intentionally require the contract to be signed first for liability reasons. We’ve had situations where customers pay first and then never sign the contract, which creates risk for our business. Right now, the lack of dynamic invoice pricing forces manual intervention and creates a bottleneck between contract signing and invoice delivery. What would be ideal: Allow workflows and invoice making to: • generate an invoice dynamically • set the line item amount equal to the Opportunity value (or another custom field) This would unlock fully automated contract-to-payment workflows for businesses with custom pricing. Would love to see this added, as it would remove a major operational bottleneck for many service-based companies that does not operate on a handful of fixed prices for their services.

self explanatory, but many courts and lawyers like to see this in contracts. having this prevents Plaintiff & Defendant from being able to argue pages were omitted or added after signing. It is 2026...this is a very core thing here that should have been a thing when GHL first launched contract template builder feature in general!