Dynamic Date/Period Variables for Recurring Invoice Line Items (PDFs)
D
Dexx W
Currently, recurring invoices in HighLevel only update the "Issue Date" and "Due Date." There is no way to automatically update the line item descriptions to reflect the current billing period (e.g., "Monthly Service for {{current_month}}").
Problem:
Agencies must either use generic descriptions (e.g., "Monthly Service") or manually edit dozens of invoices every month to include specific dates on the PDF, which defeats the purpose of "recurring" automation.
Proposed Solution:
Allow Custom Values or Date Variables (like {{month}}, {{year}}, or {{billing_period_start}}) to be used directly in the Invoice Template line items.
Ensure these variables resolve correctly on the generated PDF before it is sent to the client.
Benefits:
- Saves hours of manual admin work for agencies with high-volume recurring billing.
- Provides a more professional and transparent experience for clients.
- Reduces billing disputes by clearly stating the service period on every PDF
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