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