Need Help: Automating Invoice Amount from Opportunity Value After Contract Signed (GHL)

I’m running into a wall with HighLevel automation and hoping someone (maybe an admin) can clarify if this is possible or if I’m missing something.

What I’m trying to do:

I want a workflow that sends an invoice automatically after a customer signs a contract, and I want the invoice amount to match the Opportunity Value from the opportunity card.

Current setup:

• Workflow 1 → sends contract

• Customer signs

• Workflow 2 (trigger: Document Signed) → sends invoice

The problem:

Every time the invoice sends, it pulls from the invoice template and sends with $0, instead of using the Opportunity Value. From what I can tell, invoices seem to require preset product pricing.

The challenge:

My business doesn’t have fixed pricing — every event is different (one client might be $1,250, another $3,175, etc.), so preset product pricing or static invoice templates don’t really work for us. I’m also aware I can manually create/send the invoice, but that defeats the purpose of building this automation in the first place.

What I’m trying to figure out:

• Is there any way to have an automated invoice pull the Opportunity Value amount?

• If not, what workaround are agencies using for businesses with variable pricing?

Goal is fully automated:

Contract signed → invoice sent automatically → correct amount (no manual edits).

Would really appreciate any insight if someone has solved this 🙏

NEED THIS NOW!!!! IT’S 2026 - LET’S GO HIGHER!!

Any update on the planned date please?

It would be great if invoices allowed more flexibility around billing details, specifically:

Separate Bill To Company Name

Separate Bill To Contact Name

Ability to clearly add and display ABN

More control over how these fields appear on the invoice

This is a big issue for Australian clients.

Many businesses here require:

Legal entity name (company)

Trading name (sometimes different)

Contact person

ABN clearly displayed for tax compliance

Right now the limitations create friction with bookkeeping, BAS reporting, and client approvals.

Would love to see improved invoice customisation for Australian compliance and business requirements.

We need this as soon as possble!! Please!!

Is there any progress on this? - it would be good to at least be able to set column widths on invoice/estimates as the default layout gives too much space to some columns at the expense of the description column.

While you're at it, please make invoices compliant in the EU. For each product/payment link, we issue an invoice and taxes need to be calculated correctly (reverse charge, B2C/B2B, VAT number, ...). Selling products (compliant) from the EU is not possible at the moment!

> Letting Stripe handle this would be the easiest solution for both, I assume.

Aside from the contact fields we need to have access to associations. We create a Company, that company can have multiple contacts tied to it. When creating invoices, in Mexico, we need to add all company information for the invoice to be valid (legal name, tax id, business address), there currently is no way to reference associations in the invoice, which requires that we duplicate the entire Comany fields (legal name, tax id, legal address) as custom fields for a contact.

This is highly demanded. Thanks

YES!!!!!