If you create a recurring invoice from a template, any setup fees or trial charges you’ve added won’t be included. There’s no warning or notice they just get left out.

Spent 3.5+ hours with GHL support trying to figure this out. Their final answer? “That feature doesn’t exist.” Even when I pointed to an Ideas post that was marked “completed” over a year ago, they said the functionality still isn’t there.

The real problem is: setup fees do work with recurring invoices just not when you use a template. So if you’re using recurring invoices through workflows, and relying on templates, they’re not charging the full amount.

This basically means workflows for recurring invoices are unreliable unless you do everything manually, which defeats the purpose of automation.

Here’s the original thread with the marked as completed, even though its not: