Invoicing

There is currently no two way sync for quickbooks. Only GHL invoices go to Quickbooks. Many businesses use Quickbooks but want the reporting in their GHL account. Please add this feature to two way sync GHL with quickbooks so Quickbooks invoices appear in GHL.

Current custom value fields in invoices are limited. We're not able to automatically populate invoices with custom pricing, custom descriptions or other details. If all contact custom values can be available in invoicing, we would be able to automatically customize and populate invoicing for each contact.

We check as for now (31st March 2024) there is no option for Lead Connector in Xero App Store. Is it possible in future and if yes may we know estimate on this?

Currently, when using the "Send Invoice" action within an automation workflow in GoHighLevel, invoices created from templates are automatically assigned a default due date of 7 days from the issue date. This default setting cannot be changed at the template level or within the workflow action itself. For many businesses—especially those offering B2B services, coaching programs, or contract-based work—flexible payment terms such as Net 15, Net 30, or Due Upon Receipt are essential and often contractually required. This limitation introduces significant inefficiencies: Manual intervention is required to adjust due dates after invoices are generated. Automations cannot reflect standard business billing practices. It causes misalignment between contracts and invoice payment terms. Requested Feature: Add functionality to: 1) Set a default due date (e.g., Net 30) at the invoice template level. 2) Optionally override the due date directly in the Send Invoice workflow action. 3) Include support for standard payment terms such as: 3a) Fixed date (e.g., due on the 15th of each month) 3b) Relative to issue date (e.g., Net 7, Net 15, Net 30, Net 60) 3c) Due upon receipt Business Impact: This feature would eliminate the need for workarounds or manual adjustments and would: Improve billing accuracy and consistency Increase automation flexibility Reduce administrative time Improve the client experience by aligning invoicing with contractual expectations

The ability to sync products with a client's accounting software to make it easier to select and create products for invoicing and proposals.

Almost all businesses have checklists. A typical cleaning business has to deal with at least 10-15 different checklists and likewise the other home-services businesses - one of the use case is to have them so staff can complete jobs and mark as done each checklist that's on the end customer's name. It's quite useful to have them as a sub-feature in GHL mapped to the Organisation, or similar to tasks perhaps? Access in mobile app will be immensely useful if this feature can be made available.

Since contacts are associated with companies, it would be great to include both in the customer info for an invoice. I've had a few clients to request that I edit their invoice to include the company name for accounting purposes.

Many service based industries charge processing fees back to the customer. Please add a new field in invoicing for a processing fee WITH the option to choose a %. That way I can charge my customers a 3% credit card processing fee.

Allow invoices and estimates to use dynamic values for product title: (Opportunity Name -> Product Title) product price: (Opportunity Value -> Product Price) and due dates or payment schedule dates: (Opportunity custom date field -> Due date, payment schedule, etc) This would allow invoices to be created dynamically in automations and would allow for templates to be used in automations instead of having to create invoices manually. We do not charge the same amount for everything we do. Every project is custom and has custom pricing. If we can generate an estimate or invoice via workflow and set the value automatically in the workflow, this would save us a lot of time and frustration. Alternatively, you could have a workflow action called "Create Invoice/Estimate from Opportunity" And this would just map Opportunity default fields to the invoice for sending. But would not address the date fields that would dynamically set the due date. Not being able to create an invoice via workflow outside of an existing template is a major pain point for us. None of our estimates or invoices are the same value. Ever.

I am all in with GHL but I am still running contracts invoices and payments because they allow people to pay for a service and that payment deposits directly into my business account with no need for a third party like stripe or square! If they allowed us to deposit our incoming payments directly into our banks with ACH I would leave HoneyBook and be 100% in this software and there’s probably many in the same boat stripe and square are too risky to have to transfer my sales through a third party for that third party to transfer to my bank! I see that it’s been implemented for the customer end to pay with ACH, but I think it’s time to allow us to accept payments and deposit ours through our own ACH!