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

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".

When one company bills another company it is the name of the company that must appear on the invoice. However the current invoicing 'Customer Information' only includes the Customer Name. Quick and easy fix - please add Company Name {{ contact.company _name}} field for invoices.

We need this feature as soon as possible! The Regional Managers want to receive the invoice and also have the opportunity to tag their accounts payable.

Each contact in my system has a different Opportunity Value based on the property staging estimate I provided—for example: First client: $2,000 Second client: $1,500 Third client: $1,300 I set up an automation to send invoices, but there’s currently no way to pass the Opportunity Value directly into the Invoice Price. Why hasn’t this feature been implemented in GoHighLevel yet? I’ve seen multiple users request this, but there doesn’t seem to be any clear plan to add it. [It's as simple as this] - Add a "Custom Price" in "Send Invoice" action and then allow us to pick a "Custom Value Picker" where we can add the "Opportunity Value" of the client. Isn't that possible here?

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

We need a option to download Estimate to the Agency user and and for the customer before they accept the Estimate

we need to be able to get a list of people/customers/events (including the event date) that have paid $ because we carry that as a liability on our books. 2. We need a list of events with the event name, event date and total booking amount Our Event Deposit Liability is our LARGEST liability - around $400,000 and we need to be able to run reports out of your system to support this balance for our auditors. We see the payments report, but it doesn't have the event date on it. It is important that the date of the event is included because that determines whether it is a liability. If the date of the event is in the past, it is no longer a liability. If the date is in the future, it is a liability that we include on our financial statements. Put another way, if our event venue burned down and we needed to refund everyone's deposits, what report could we run in Nurture Pro to get a list of everyone who paid a deposit who hasn't had their wedding yet?. when our auditors come in and ask us "what have you collected from customers for events that haven't happened yet", how do we give them that list? Our previous system absolutely provided reporting for this information, all driven from a field in every report that lists "DATE OF EVENT". We have not found that there is a field in Nuture pro reporting where the date of the event is listed in a report and this is very important to us, both to determine our deposit liability at the end of the month and also our revenue earned for the month. These reports need to be downloadable into excel. This is turning into a showstopper for us and without these important fields in reporting, Nurture Pro is not working for us in many ways. We need to be able to support our financials with reporting from your system. We cannot manually prepare reports that we previously got from our other system. Example of Report 1: Name of event/customer Date of Event Amount Paid Date Paid Jane Doe Wedding 9/15/2026 $6,000 3/15/2026 Susie Q 4/15/2026 $ 4500 3/20/2026 Jane Doe Wedding 9/15/2026 $6,000 8/15/2026 Example of Report 2: Name of event/customer Date of Event Booking Amount Jane Doe 9/15/2026 $12,000 Susie Q 4/15/026 $4.500 The way we would book our Revenue and deposits in our general ledger would be as follows, but we can't do this unless "Event date" is a field on the report: March, 2026 DR CR Cash $10,500 Event Deposit Liability $10,500 (Recognizing a liability for Total Cash deposits received in March for weddings in the future) April 2026 Event Deposit Liability $4,500 Event Revenue $4,500 (recognizing revenue and reducing the deposit liability account for Susie Q's wedding that happened in April) August, 2026 Cash $6,000 Event Deposit Liability $6,000 (Increase our liability account for the final payment made for the Jane Doe Wedding that is not until Sept,. so at the end of August, this is a LIABILITY and the total liability at the end of August is $12,000 which represents the Jane Doe wedding which is in the future) September, 2026 Event Deposit Liability $12,000 Event Revenue $12,000 (recognzing the revenue for the Jane Doe wedding in the month the wedding happens. There is now $0 liability) You can see that when we collect the cash for an event that is in the future, we hit a deposit liability account. When the event happens, we reduce the deposit liabilty and hit "revenue" at the end of the month for the events that happened in the month. We cannot do that reporting unless we have the " EVENT DATE" as a field in all of the reporting.

Hello GHL Team, Saudi Arabia requires businesses to issue ZATCA-compliant e-invoices under the regulations of the Zakat, Tax, and Customs Authority (ZATCA). To comply with these regulations, the invoicing system must include the following: Automatic XML generation according to ZATCA Phase 1/2 standards. QR code embedded in each invoice. Direct integration with ZATCA’s e-invoicing platform for real-time reporting. Currently, GHL invoices do not support these requirements. This makes it very difficult for agencies and businesses in Saudi Arabia to use GHL invoicing as their primary solution. We kindly request the GHL team to add native support for Saudi ZATCA e-invoicing compliance. This will open the door for more agencies and clients in Saudi Arabia to adopt GHL confidently, knowing it meets government regulations. Thank you.