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 all know what midnight texts make us think of... and it ain't, "I need to pay on my invoice." 😳 HighLevel, we need more control over Payment SCHEDULE reminder notifications. When an invoice containing a payment SCHEDULE is sent via Email and SMS, HighLevel is automatically sending both reminders at 12:00 AM on the installment due date!! MIDNIGHT!! That is not an acceptable time to send a customer-facing payment reminder, ESPCIALLY A TEXT MESSAGE. But the timing isn't the only issue. We also need control over the actual SMS and email content. 📱 1. SMS — Give us control over the send time AND wording 📧 2. Email — Give us control over the formatting AND wording The email has the same midnight timing issue, but it also has a very limited, system-generated design. We're going to have to stop sending invoices via SMS until this is fixed. Please give us the controls to make these communications work for our businesses. HighLevel users, PLEASE VOTE!

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".

Invoices that are partially paid should show the balance remaining on the Invoices screen. As well, it does not show the amount remaining from partially paid invoices in the Invoices in Due section. There is no way to know how much total is in A/R. This needs to be corrected ASAP for proper financial reporting!

A way to NOT or Reduce charge for the processing fee for ACH, but charge the processing fee for everything else, specifically Credit Cards with the GHL native "Processing Charges" option. We have gotten a lot of complaints lately where they chose ACH instead to not get hit with the fee, but still get hit with it.

I’m raising this as a separate post because this is a critical compliance gap. As of now, GHL invoicing is NOT compliant with EU tax law. Any EU-based business selling through GHL is exposed to audits, fines, and forced refunds. Key EU requirements currently not met: An invoice is legally required for every B2B transaction (Very needed for products and payment links. A receipt alone is not sufficient) VAT must be calculated based on the customer’s country (OSS rules apply) B2B sales require VAT number validation [already in progress] EU B2B reverse-charge (0% VAT) must be supported, including a mandatory *“Reverse charge – Article 196” note on the invoice Invoices must contain mandatory fields (supplier VAT ID, customer VAT ID for B2B, invoice number, tax breakdown, etc.) Apply tax (GST/VAT) to re-billing charges [planned for 2 years already (?)] Additionally, many EU countries legally require issuing an e-invoice This is not a niche edge case. It affects every EU customer using GHL to sell products or services. The simplest solution would be to add a setting to the integration that allows us to create Stripe invoices directly within GHL, since Stripe already handles all of these functions. Impact for GHL and customers: We are legally unable to operate High churn risk in the EU market Reputational damage as “non-compliant business/billing software”

Have a client who collects a deposit on their invoice. If the deposit is marked paid on the invoice you lose the ability to update it. If this general contractor then has additional charges for extras they have to create a second invoice. The only workaround so far has been to not document the deposit until project is completed or use a different invoicing system that he pays less than $10/month for. The only other option is mark the deposit refunded and redo the invoice. It is a lot of work for this client.

STATE TAX SHOULD BE IN SETUP. YOU SHOULD NOT HAVE TO ADD TAX TO EACH PRODUCT ONE AT A TIME. IF ANYTHING IT SHOULD BE ON ALL PRODUCTS AND THE CHECK COULD BE REMOVED IF IT WAS NOT TAXED. IF A COMPANY OR ORG. IS TAX EXCEMPT IT SHOULD BE IN THE COMPANY SETUP OVER RIDING TAXES. AND WOULD REQUIRE A FORM OR #.

When guests register, they pay 50% and if they are not able to pay the remainder of the balance prior to arrival, they switch to a 4-12 mon payment plan for the remainder of the balance. Currently GHL does not allow to add Payment Schedule after partial payment has been applied. Need an ability to add it to an Opened Invoice at any point.

We would like the ability to edit or replace the default email sent when sharing a payment update link for an overdue subscription. The current email has poor formatting and cannot be customised, making the email option effectively unusable for our business. Please allow users to edit this email or select a custom template, as is possible with many other default notifications in GoHighLevel.