Recurring Billing

This page covers the process for setting up recurring billing in GoHighLevel (GHL) — ensuring all recurring invoices are created accurately, billed on the correct dates, and managed consistently according to client agreements.

1. Scope

• Setting up recurring invoices
• Managing billing cycles
• Verifying recurring payments
• Preventing billing errors

2. Accessing Recurring Billing

3. Pre-Setup Validation

4. Setting Up a Recurring Invoice

1. Step 1: Add Customer

   • Click Select Customer
   • Search by email
   • Select correct client profile

2. Step 2: Add Subject Line

   Copy client's name and add the Plan name.

   📝 Format: [Client Name] + [Plan Name]
   
   Example: John Doe Essential Membership

3. Step 3: Product Details

   1. Click Add Product
   2. Confirm plan and pricing (monthly amount only)
   3. Add tax manually — click Service Fee
   4. Click Save

4. Step 4: Recurring Invoice Settings

   How Often: Set to monthly, every 1 month. Input the client's requested billing date.

5. Step 5: Start Date (CRITICAL)

   Scenario When to Use Example Result Billing starts THIS month Select date BEFORE billing date Billing March 25 → Start date March 24 Bills on March 25 as intended Billing starts NEXT month Select date AFTER billing date Billing March 25 → Start date March 26 Bills on April 25

   Date Verification: Double-check the date matches what's displayed at the end of the invoice. Adjust if there is a mismatch.

6. Step 6: End Date

   Setting When to Use Never Standard ongoing monthly payments (default) After Client specified an end month, or when editing for referral discount

5. Common Mistakes to Avoid

     Watch out for these billing errors:

• ❌ Selecting the exact billing date as the start date instead of one day before or after
• ❌ Forgetting to check today's date before setting the start date
• ❌ Incorrect start date → Wrong billing cycle for client
• ❌ Using upfront/setup amount instead of the monthly amount