# Invoice Creation **This page covers the step-by-step process for creating invoices in GoHighLevel (GHL) — ensuring all invoices are accurate, consistently formatted, and ready for payment processing.** ## 1. Scope All team members responsible for: - Creating new invoices - Inputting correct client and plan details - Ensuring invoices are ready for payment processing ## 2. Accessing Invoice Creation ## 3. Creating a New Invoice 1. **Step 1: Add Customer Information** - Click **Select Customer** - Search using client's **email address** - Select the correct client 2. **Step 2: Plans and Pricing** - Ensure **Plan** and **Pricing** details are correct - Products with pricing are already set up — no changes typically required 3. **Step 3: Review Invoice Preview** Check the right-side preview panel for:

Check	Detail
✅ Correct client name	Matches client record in GHL
✅ Correct plan	Matches selected service tier
✅ Correct total amount	Matches agreed pricing — monthly, not upfront
✅ Due date accuracy	Matches client's billing date
✅ Delivery method	Email only — NOT email & text

4. **Step 4: Save or Send**

Action	When to Use
Save	Invoice is not ready to be sent yet
Send	Deliver the invoice to client's email immediately

## 4. Important Reminders > **Always double-check before sending:**- Client **email** and **phone number** are correct > - **Plan** and **pricing** are accurate > - Delivery set to **email only** — NOT email & text > - Amount reflects the **monthly** amount, not the upfront/setup fee