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.

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,

We have a home services based business where most of our services are set based on the type of house we are servicing. We use Typeform, successfully, to allow our customers to generate an instant quote online based on the type of house, number of bedrooms, if they have a conservatory or extension etc. It uses conditional logic to put together a price based on the info they give. Would it be possible to create something within HL to achieve this so we can cease spending an additional £30 per month?