Invoicing

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".

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

Receipts should either adapt the invoice number or mention for which invoice they are issued. Most businesses keep track of invoice numbers and need to attach a receipt that shows the invoice number, not just the amount.

We are requesting the ability to customize terminology used on the Estimate Accept/Reject (FastPayDirect) page, as well as on the post-accept redirect page. Currently, when an estimate has been sent and a recipient opens the Accept/Reject page, the system hardcodes the word “Estimate.” For example, the page displays language such as “Please review the ESTIMATE,” along with buttons labeled “Reject ESTIMATE” and “Accept ESTIMATE.” We need the ability to modify this terminology at the account or location level so that we can replace “Estimate” with terms such as Quote, Proposal, Project Proposal, or other custom naming that aligns with our industry and branding. Additionally, after a user clicks “Accept,” they are redirected and shown a popup message that states, “Redirecting you to Invoice.” In our workflow, this is not technically an invoice, and labeling it as such creates confusion for clients. We need the ability to customize both the word “Invoice” and the full redirect message. For example, we may want to display language such as “Redirecting you Downloadable PDF,” or other fully custom text. This enhancement is important because many industries do not use the term “Estimate,” and the word “Invoice” implies a finalized bill, which may not accurately reflect the stage of the sales process. Inaccurate terminology creates confusion, generates unnecessary support inquiries, and disrupts branding consistency. Ideally, this would be implemented as a global or location-level setting within Payments → Estimates, as editable text fields within the Estimate settings, or as customizable labels within the FastPayDirect page configuration. The goal is to allow users to define and control the terminology used throughout the client-facing acceptance and redirect experience so that it aligns with their specific workflow and branding standards.

Currently, credit card processing fees in HighLevel are applied globally to all invoices when enabled. This creates an all-or-nothing scenario. We need the ability to apply credit card processing fees on a per-invoice basis. Use case: We primarily require ACH payments. In certain situations, we allow credit card payments and want to pass through the 3% transaction fee. In other cases (long-term clients, negotiated agreements, specific projects), we do not want to pass the fee through. Requested functionality: Allow the credit card surcharge to be toggled on/off at the individual invoice level. Maintain the ability to enable/disable the feature globally. Ideally include an account-level default setting, but allow overrides per invoice. Why this matters: Different client agreements require different billing structures. A global-only setting forces unnecessary workarounds and reduces billing flexibility. Per-invoice control would make invoicing more adaptable without adding complexity.

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..

For EU countries like Germany, invoices must be revision-safe and compliant with accounting regulations (e.g. GoBD). Currently, invoices in HighLevel can be deleted and recreated using the same invoice number, which makes the system non-compliant for accounting use. To make the invoice feature usable in Germany and other EU markets, the following would be required: Invoice numbers must be immutable and never reusable Invoices must not be deletable, only cancelable via credit note / cancellation invoice All changes should be logged in an audit trail Historical invoices must remain permanently accessible This becomes especially important with VAT / Reverse Charge support for EU businesses, otherwise the invoice feature cannot be legally used for bookkeeping.

I hate how there's no way to send out an invoice to a customer, and then have that same invoices' total cost become the customers opportunity value. All my clients need to go onto the closed opportunity and set the value themselves after sending an invoice WITH THE SAME VALUE.

SignNow and Dubsado both have the ability to create a public contract link. This means it is not sent to a specific person to sign. They share the link and the individual fills out the information and signs.