Invoice Creation SOP

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