Invoicing

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

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 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.

We want to know when a Invoice is created so we can trigger a webhook to our accounting software before we send the invoice.

This feature enhances invoice management by clearly indicating which user created each invoice within the CRM. It improves accountability, transparency, and facilitates audit trails, especially in teams with multiple users managing financial records. Functionality: * Automatically record and display the username or user ID of the individual who created an invoice. * Display creator information in a visible field on each invoice record. * Allow filtering and sorting of invoices by creator, enabling managers and administrators to easily audit invoice activity. * Include creator information in invoice reports for quick identification and analysis.

Problem At present, once a staff user is granted “View & Manage Invoices” permission, they automatically see: Lifetime totals (All-time earnings, overdue, draft, etc.) The full historical list of paid invoices This exposes sensitive financial figures that many business owners prefer to keep private from junior staff. There is currently no way to: Hide or mask the revenue widgets while still letting staff create invoices. Archive, delete, or hide old paid invoices to keep the list clean and limit visibility. Proposed Solution Granular Permission Toggle Add a separate switch under Payments → Invoices for “Show Revenue Widgets / Totals”. When off, staff can still create, send, and manage invoices, but the dashboard metrics are hidden. Invoice Archive | Delete | Hide Allow admins to archive or delete historical invoices. Archived invoices disappear from staff view (web + LeadConnector app) but remain retrievable by admins. Deletion restricted to Super Admins with an “Are you sure?” double-confirm. Enhanced Filters & Default Views Add “This Month / Last Month / Custom” quick filters that update the totals as well as the list. Remember each user’s last-used filter or allow an admin-set default (e.g., current month only). Benefits Protects sensitive turnover data while still empowering staff to bill customers. Declutters the Payments dashboard for high-volume accounts, speeding up daily work. Supports varied privacy policies across regions without complicating the user workflow. Provides parity between Web App & LeadConnector Mobile, ensuring consistent staff experience. If implemented, this would solve a major pain-point for agencies onboarding UK & EU businesses that need tighter internal controls, while also giving every account cleaner data management. Additionally, it would be really helpful to have the ability to assign an invoice to a specific user, similar to how contacts or opportunities can be assigned. This would allow for: Role-based visibility (e.g. staff only see the invoices they’ve issued) Cleaner user-specific dashboards Easier performance tracking and accountability for client billing This is especially useful for teams where multiple staff members issue invoices but should only see their own work, not the full history of others.

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..

I am keeping this alive. We need this asap as a gateway. I don't see any reason I should convince my clients to switch their payment process over to stripe when everything can be done directly through quickbooks. We also need it to let quickbooks assign the numbers for invoices. This is causing confusion in peoples books.

Please update the design and functionality of all estimates, invoices, and proposals in Go High Level (GHL). The current formatting looks very basic and lacks the polish and professionalism expected by high-value customers. When compared to other platforms, GHL’s customer-facing documents appear flat—missing visual structure, section dividers, and the kind of formatting that communicates trust, clarity, and premium service. 🔎 Key Observations: When reviewing what customers actually receive, GHL estimates and invoices lack visual refinement: No clear lines separating sections Minimal design hierarchy Weak branding and layout compared to platforms like Housecall Pro, Jobber, or QWLIR In contrast, other platforms provide: Sectioned formatting with bold headers Bordered line items and totals Professionally structured layouts that look polished on both desktop and mobile 🎯 What Needs to Be Updated: Implement "Basic / Better / Best" Package Proposal Design Side-by-side comparison format (see qwlir.com as an example) Each package should pull predefined products and services from GHL Once a package is selected, the opportunity stage should update automatically and trigger an invoice creation Add-On Feature Across All Documents (Proposals, Estimates, Invoices) Add-ons must be visible and selectable as upsell options Customers can pick additional services post-package selection Ensures customers who don’t choose the “Best” package can still add features they value most If selected, these add-ons are included in the invoice and synced to the opportunity Professional Formatting for Estimates and Invoices Add lines or dividers between sections (e.g., Services, Materials, Subtotals, Notes) Use better spacing, font sizing, and layout organization Include branded header/footer sections for a high-end client feel Improve clarity for mobile viewing (buttons, sections, totals) ⚙️ Automation Logic (Post-Acceptance): Package Chosen → Opportunity Updated Add-Ons Selected → Invoice Reflects Selections Invoice Sent → Project triggered + GHL/ClickUp/Wave integration begins Please confirm if more input is needed to begin implementation or if you'd like a visual mockup or editable template.

We are loving the new enhancements to the invoice editor, but one thing that is really causing clients frustration is matching up SKU or part number sold via invoice with inventory, quickbooks and invoices. Would love the ability to add a column on the invoice to show the SKU.