Invoicing

We would like to request an improvement to the reporting widgets displayed at the top of the Invoices and Estimates sections within GoHighLevel. Currently, when users adjust the date range filters, the widgets across the top of the page do not dynamically update to reflect the selected date range. This makes it difficult to accurately review and analyze invoice and estimate activity for specific periods. We would like these widgets to automatically adjust based on the selected date range, allowing users to view reporting metrics for individual months, custom date ranges, and other selected reporting periods. Requested Features Dynamic Widget Updates: All widgets at the top of the Invoices and Estimates sections should automatically refresh when the date range is changed. Monthly Reporting: Ability to view individual widget metrics by month, rather than being limited to static or cumulative reporting. Custom Date Ranges: Widgets should reflect the exact date range selected by the user. Consistent Reporting: Ensure all displayed metrics correspond to the same selected date range. Historical Comparisons: Ideally, allow users to review invoice and estimate performance across previous months. Why This Would Be Valuable Agencies and businesses rely on invoice and estimate reporting to monitor revenue, outstanding balances, sales activity, and overall financial performance. Having widgets that dynamically respond to date filters would: Provide more accurate month-to-month reporting. Make it easier to identify financial trends and performance changes. Eliminate the need to manually calculate monthly metrics. Improve visibility into invoice and estimate activity. Make GoHighLevel's financial reporting tools more useful for agency owners and account administrators. Ultimately, we would like the widgets at the top of both the Invoices and Estimates sections to function as dynamic reporting dashboards that update according to the selected date range, with the ability to review metrics by individual month.

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".

Invoices that are partially paid should show the balance remaining on the Invoices screen. As well, it does not show the amount remaining from partially paid invoices in the Invoices in Due section. There is no way to know how much total is in A/R. This needs to be corrected ASAP for proper financial reporting!

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.

I need it to be easy to set a specific email template to be used to send different invoice templates. I need booking invoices to go with emails about getting started, vs progress invoices to be sent with different email content. Currently nothing can go automatically because I have to keep changing the customer notification template for each invoice I need to send.

(Applying to Invoicing / Payments / Field Services - LevelUp Launch) Currently, HighLevel’s Field Services and Invoicing features are fantastic for flat-rate, hourly, or retail-priced services (mowing, service calls, diagnostic fees). However, we are severely limited when trying to migrate larger trade, outdoor living, pool, and specialty contractors over from ERPs like LMN, ServiceTitan, or Aspire. I think to win the design-build and complex contracting markets, we need a cost-based estimating engine that calculates pricing from the bottom up based on Wholesale Costs and Overhead/Net Margin rules. I only say this because I have a pool builder client who uses LMN and this feature is why they use it. everything else is high level. What is needed: Wholesale Cost vs. Retail Pricing in Product Catalog: Allow us to define "Wholesale/Unit Cost" for Materials, Labor (crew hour burdens), Subcontractors, and Equipment in the product settings. Currently, you can only set a retail price. Businesses need to track what they pay for an item vs. what they charge. Dynamic Margin and Overhead Markups: When building an estimate, instead of guessing a retail rate, we want to specify a "Target Net Margin" (e.g., 35%) or "Markups" by category. HighLevel should calculate the customer's price using this formula:Client Price = Wholesale Cost / (1 - Target Margin %) Provide the ability to apply Global Overhead Recovery and Net Profit Margin presets to estimate templates. Production Rates & Estimation Formulas: Ability to connect item quantities to formulas (e.g., if a user inputs "500 sq ft" of pavers, allow us to specify that it requires X tons of base, Y bags of sand, and Z labor hours, with the system automatically calculating and multiplying the supplier unit costs). Margin Protection Guardrails (In-Estimate View): Inside the HL Estimate/Proposal builder, give back-office estimators a "Live Financial Summary" sidebar. This should show them Estimated Total Cost, Estimated Overhead, Markup/Margin Amount, and the Blended Net Margin % of the bid before it's sent to a client. (The client, of course, would only see the final retail pricing). Without this, trade and landscape/hardscape businesses must run all takeoff calculations, supply-chain material rates, and crew burden rates in external spreadsheets or expensive specialized ERPs (like LMN) before manually copy-pasting a flat price into HL. If HighLevel can calculate wholesale cost-plus margin automatically, it will make HL an unstoppable, all-in-one system for businesses of all sizes, allowing us, the agencies, to displace heavyweight industry-specific software overnight.

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.

I need the ability to add the company name to the shop as I'm selling a B2B product. Right now I need it for invoices and I just don't have it.

We are using Google Drive to store all our invoices, and to share this folder with our tax consultant. As soon as an invoice is sent to a customer, it would be great to be able to automatically (with a workflow option) upload it to google drive as well.

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