B
Brian Zehnle
Currently, if a client pays through a checkout form (e.g., a deposit), there is no way to apply that payment to an invoice from within the invoice interface.
This creates workflow and reporting challenges, especially for businesses that:
  • Collect deposits upfront via checkout links
  • Send final invoices after services are rendered
Requested Feature:
  • Let us attach existing payments to invoices
  • Ideally, this should be accessible in the invoice interface or via automation
For us, this enhancement is only needed because manually scheduled appointments don't trigger the same payment + invoice flow as client bookings
https://ideas.gohighlevel.com/invoicing/p/trigger-invoice-creation-from-manually-scheduled-appointments