Invoicing

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 prefer not to use Stripe and want to offer our clients the sole option to pay via bank transfer. Therefore, we provide instructions in the invoice footer and wish to disable the appearance of the green button.

Feature Request: Line-Item Discounts in Estimates & Invoices I would like to request a new feature for the Estimates and Invoices module: individual discounts for each product/line item , instead of only a single discount applied to the entire estimate. ### Current Limitation At present, GoHighLevel only allows a total estimate discount. This creates challenges for businesses where different products require different discounts within the same quotation. ### Requested Feature Please add a Discount field for every line item/product in Estimates and Invoices. The discount should support: * Percentage (%) or fixed amount * Editable for each product independently * Automatic recalculation of the line total * Automatic update of subtotal, taxes, and grand total ### Example | Product | Qty | Unit Price | Discount | Line Total | | --------- | --: | ---------: | -------: | ---------: | | Product A | 10 | $100 | 10% | $900 | | Product B | 5 | $200 | 5% | $950 | The estimate total should automatically calculate based on each line item's discount. ### Additional Enhancement (Highly Valuable) Please consider allowing businesses to save customer-specific pricing or discount rules , so that when a customer is selected, their predefined discounts are automatically applied to each product. This would be extremely valuable for B2B industries such as manufacturing, industrial tools, distributors, wholesalers, automotive, packaging, and CNC/VMC tooling suppliers, where every customer receives different negotiated pricing. ### Business Impact This feature would: * Reduce manual calculations * Prevent pricing mistakes * Improve quotation accuracy * Save significant time for sales teams * Make GoHighLevel suitable for more B2B businesses and distributors * Reduce the need for external quotation software This enhancement would make GoHighLevel's Estimates and Invoices much more powerful and allow many businesses to manage quotations entirely within the platform.

For various reasons, we use Quickbooks Payments to handle all of our one-time and recurring billing for agency services (non-saas). Our current process; Signed Proposal Quickbooks Online Sends Invoice Customer Pays Invoice Then we have to get the card info AGAIN to set up a recurring sales receipt for the auto-draft moving forward. This sucks. It would amazing to get a direct Quickbooks Payments integration so we can store the card info on the initial invoice payment and re-use for future sales receipts etc. https://developer.intuit.com/app/developer/qbpayments/docs/get-started

I need the ability to add the company name to the shop as I'm selling a B2B product. Right now I need it for invoices and I just don't have it.

Dear Go High Level Team, I am an active user of Go High Level and would like to propose additional features to enhance the invoicing process, specifically focusing on automated partial payments and flexible invoicing. Automated Partial Payments: Allow users to specify the required deposit percentage when creating an invoice. Provide flexibility for users to set the percentage of the total invoice amount that must be paid as a deposit. Workflow Triggers for Partial Payments: Introduce a workflow trigger event for "Success - Partial Payment." Enable users to create customized workflows triggered by the successful receipt of a partial payment. Flexible Invoicing with Workflows: Enable users to create invoices that can be paid either in full or in part. Allow users to associate workflows with specific events (e.g., invoice creation, partial payment received) to automate subsequent actions. Customization of Partial Payment Conditions: Provide options for users to customize conditions related to partial payments, including automated reminders, follow-up communications, and other workflow-driven actions. Streamlined Invoicing Process: Address the need for a streamlined process to create invoices that can be paid in partial or full. Minimize the need for multiple invoices, allowing users to set conditions and preferences within a single invoice creation process. Benefits: Empower users to control the required deposit percentage for invoices. Enhance automation capabilities by allowing workflows triggered by partial payment events. Streamline the invoicing process, reducing the need for multiple invoices for automation. I believe that incorporating these features will significantly improve the invoicing experience for users who seek flexibility and automation. Your attention to these enhancements is highly appreciated, and I look forward to the continued evolution of Go High Level. Reference: Recently launched 12/20/23-12/22/23 manual partial payment option, my idea can expand on this and make it more streamlined for those that want partial payments paid not manually but by the customer based on % invoice (deposit/down payment) requirements set at the invoice level: https://ideas.gohighlevel.com/changelog/record-partial-payments-for-invoices Best regards,

I've had a few clients request to add email forwarding. They would like to forward an invoice/estimate sent through LC email to a second email, or include a second email in the email chain.

We need a option to download Estimate to the Agency user and and for the customer before they accept the Estimate

Be able to add a deposit feature for products on 2-step order form for customers

I would like to request support for additional invoice languages. It would be helpful if users could choose and change the invoice language from a wide range of supported languages, allowing invoices to be generated in the preferred language of customers and businesses. This feature would improve usability for international users and make the platform more accessible to a global audience. Thank you for considering this enhancement.