Why GoHighlevel Invoicing?
If you are using GoHighlevel and looking to use this platform for invoicing your clients, you are entitled to a real treat. No other CRM platform can create invoices as GoHighlevel does. The owners of GoHighlevel understood that it would be nice for users to have the ability to send invoices and receive payments based on invoices generated within GoHighlevel. Why should you pay $150+ monthly to a company that allows you to invoice clients when GoHighlevel gives it to you for Free within the platform? That is the benefit of invoicing with an all-in-one platform that can run your entire business like GoHighlevel.
What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The GoHighlevel platform offers every tool needed to run a business successfully at a fixed monthly cost. The GoHighlevel platform allows you to Whitelabel their software so agencies can use this platform and brand it like it was their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically, agencies would perform a job for their client, like building a website or running Facebook ads, only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now, with GoHighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services, and your client continues to pay for these each month like a utility, creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so that you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage, so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
Get Prepared to Send Invoices
Before using the invoicing feature, you must set up a couple of items first. Let’s walk through it. Navigate to the payments menu and the Invoices tab. Click the gear icon in the upper right corner to access the invoice settings.
The settings are where you enter your brand and company info to populate the invoices. Here are your options.
Business Information
Here, you will enter your logo and all your business information.
Invoice Title and Terms
How do you want to title your invoices, and what are your terms?
Due Date Settings
Specify how many days until the invoice is due.
Notifications
Set up how you want your customers and your team to be notified.
Customer Notification
You can set up any number of email and SMS notifications to your customers when they make payments or if their payments fail.
Team Notifications
You can let your team know when invoices are paid and even when they fail to reach your customers.
After configuring your invoice settings, you must create all the billable items. You will need to create products for each item you plan to bill your customers for so they can be added as a line item to each invoice. Go to the payments menu option and choose products.
You can create your products manually or import them from your Stripe account.
The last step is to set up any tax settings you may need to collect for your products or services. You can set those up under the Tax Settings tab on the Payments menu.
You can begin creating your invoices once all your products and services have been set up.
How to invoice in GoHighlevel?
You must go to the payment menu and invoice screen to begin. Click on the New button to create your first invoice. Here is what you get.
You see from the invoice that all branding and settings appear on the invoice. All you have to do is choose the client by clicking the button, select who is being charged, and then add each product or service to the invoice using the Add an Item button. We are billing John Smith for a Website Hosting service for $20.
Once you have completed the invoice, you can save or send it to the customer. Saving it allows you to send it later. The three dots option allows you to manually accept payment for the invoice in cash if the customer has already paid you.
GoHighlevel also allows you to create recurring invoices for charges like our website hosting fee, so we do not have to create invoices each month manually. To create a recurring invoice, click on the New button as you did before, but rather than choosing Invoice, you set up a recurring template.
You would set up the invoice the same way as before, but you are also allowed some other settings to answer so GoHighlevel knows when to send the invoice to your customer. Let’s look at the options.
Here, you can select how often to bill: Daily, Weekly, Monthly, and Yearly. You say when the billing should start and when it ends. You also tell the platform how many days before the due date it should send the invoice to the client.
GoHighlevel Invoicing Conclusion
Sending out invoices for products and services rendered is necessary for every business. It’s nice that the GoHighlevel platform allows users to include invoicing within the same CRM system you run every other part of your business and provides this service without additional fees. This is an example of how the GoHighlevel platform expands its tools and features to help its users be more productive and efficient.
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