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Invoicing

Recurring Invoice

Ability to edit recurring invoices. A client needs to be billed the same time each month, but they may add or remove services month to month. editing the invoice would be great.

planned

Custom Invoice Layouts 🎨

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

planned

Xero integration

We check as for now (31st March 2024) there is no option for Lead Connector in Xero App Store. Is it possible in future and if yes may we know estimate on this?

in progress

All invoice elements should be customizable and the email template for invoices as well

Invoicing should be optimized by allowing all elements of the invoice to be changed manually. I use GHL in English because the translation into German is miserable and as a result the invoices are also formulated in English. If you set the platform language to German, the elements are also displayed in German, except for the date format! It should also be possible to customize the email that is sent when the invoice is created and save it as template. This looks much more like a scam..

under review

Ability to control allowed payment method per customer or per invoice

Enable, disable, allow, disallow the payment method per client or per invoice. Example, $500/mo recurring is allowed via any enabled payment method/gateway (Stripe credit card, PayPal Credit, ACH, crypto) but a one-time $15,000 invoice is only allowed to be paid online via ACH. Or even have enable/disable rules at the Subaccount Location level. Examples: if over $1,000 only payment gateway allowed is ACH if over $5,000 display a special message like "can't pay online, send a wire to account 1234" if over $10,000 allow partial payment if customer's billing address country is outside USA, disable ACH

in progress

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 #.

in progress

Staff Time Tracking

Our sub-account clients often have staff that spend billable time on their end-client projects. They are paying for separate time tracking tools and in some cases then running billing for billable hours manually or in a separate tool than the items they are billing through their GHL Sub-Account. Please consider adding a time tracking capability for Staff with basic reports and ability to create an invoice from those time tracking records. Having such a tool available in GHL is a value-add for our potential clients, allowing them to eliminate one to two other tools they are paying for separately. The time tracking history and records will also make these clients more sticky with this finance and billing related date in their GHL sub-account

Formatting of Product Description does not translate to invoice

When you format the description of a product (use WYSIWYGs editor), when you use the product in an invoice the description comes through as a single line test with no formatting.

🤑 [INVOICING] Attach PDF to Invoice📃

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".

Contact custom values in Invoice

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.

under review

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