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

Right now the only contacts that can be added in an invoice are individuals, but I work in the B2B sector, so I need to be able to bill them to the contact's LLC.

Request: Add a “Products” section in the Payments menu on the Contact Record. This section should display all products/services/items purchased by that contact in a simple, centralized list. Ideally, each product line would show: 🔹Purchase Date 🔹Product Name 🔹Quantity 🔹Amount Paid 🔹Status (paid, refunded, etc.) ❌ Current Challenge ❌ HighLevel currently makes it unnecessarily difficult to see exactly what products or services a contact has purchased. The current process is: Payments → Transactions → 3-dot menu → View Transaction → View Receipt This process opens two additional browser tabs just to access the purchase details for one transaction. If a contact has multiple transactions, reviewing their complete purchase history becomes extremely time-consuming and requires repeatedly navigating through multiple screens and browser tabs. 🚀 Why This Would Be Valuable 🚀 This would significantly improve the usability of the Contact Record and save teams considerable time. It would allow users to: 🔹Review a customer's complete purchase history at a glance 🔹Avoid navigating through multiple menus and browser tabs 🔹Prevent duplicate or unnecessary sales outreach 🔹Provide more personalized customer support 🔹Quickly determine eligibility for upsells, renewals, or additional services 🔹Give sales and support teams a more complete picture of the customer relationship The product data already exists in HighLevel. We simply need an easy way to see it on the Contact Record.

We need the option to have the credit card fee toggled on, and if customers choose to pay through a bank account, the fee needs to be removed. As of now, the fee is added in and then needs to be adjusted if the client decides they want to pay by ach

Estimate and invoice customisation needs acute attention ASAP this is really holding back businesses who simply can’t customise their number one business document - the invoice! In its current form it requires a business to estimate and invoice outside of the platform for personalisation, roadblocking workflows and automation.

When a client initiates an ACH payment on or before an invoice’s due date—including through auto-pay—HighLevel places the invoice in “Payment Processing” while the ACH transaction settles. Because ACH payments commonly require several business days to clear, HighLevel continues treating the invoice as unpaid and may apply a late fee even though the client authorized and submitted the payment on time. This unfairly penalizes clients for ACH settlement delays that are outside their control. It can also leave an unnecessary late-fee balance on an invoice, create confusing notifications, and potentially result in an additional charge after the client has already authorized payment. Expected behavior: Once an ACH payment is successfully initiated on or before the due date or grace-period deadline, HighLevel should pause the late-fee clock and any overdue-payment automations while the payment status is “Payment Processing.” If the ACH payment settles successfully, the invoice should be marked paid without a late fee. If the ACH payment fails or is returned, the invoice can return to unpaid status and the applicable late-fee policy can resume. A late fee caused solely by ACH processing time should not be added to the invoice or automatically debited from the client’s account. This protection should apply to manual ACH payments and ACH auto-payments on recurring invoices.

Currently, if an invoice has scheduled payments, the invoice will show unpaid or partially paid, even if a scheduled installment is not paid on time, making it difficult to track when payments are past due.

STATE TAX SHOULD BE IN SETUP. YOU SHOULD NOT HAVE TO ADD TAX TO EACH PRODUCT ONE AT A TIME. IF ANYTHING IT SHOULD BE ON ALL PRODUCTS AND THE CHECK COULD BE REMOVED IF IT WAS NOT TAXED. IF A COMPANY OR ORG. IS TAX EXCEMPT IT SHOULD BE IN THE COMPANY SETUP OVER RIDING TAXES. AND WOULD REQUIRE A FORM OR #.

Current custom value fields in invoices are limited. We're not able to automatically populate invoices with custom pricing, custom descriptions or other details. If all contact custom values can be available in invoicing, we would be able to automatically customize and populate invoicing for each contact.

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.