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You can now automatically calculate and apply taxes to your SaaS subscriptions using Stripe.
*
only applicable to SaaS V1 plans and subscriptions
✅ What’s New
- Automatic tax calculation based on your customer’s location
- Support for inclusive and exclusive pricing:Include tax within your plan price, or add it at checkout
- Ability to assign tax categories (tax codes) for accurate tax treatment
- Flexible overrides at category level for different SaaS plans
💡 Why This Matters
- Stay compliant with global tax laws (VAT, GST, Sales Tax)
- Choose how taxes are displayed to your customers
- Ensure accurate tax handling for different types of SaaS plans
- Reduce manual effort and avoid billing errors
📍 How to Set It Up
Follow this guide to enable automatic tax collection:
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SaaS Mode
Wallet
Global Tax Compliance for Reselling Products
Managing tax obligations across multiple jurisdictions is one of the most complex operational challenges for agencies reselling HighLevel. Knowing which states require sales tax registration, which countries charge VAT, how to classify different products, and how to generate invoices for sub-accounts, all while running a growing business, requires dedicated effort and expertise.
To help with this, we have launched Global Tax Compliance, powered by Stripe Tax. This feature helps agencies configure tax collection, generate tax invoices, and access tax reports for sub-accounts across 100+ countries. It is designed to reduce manual overhead, but tax compliance ultimately remains the agency's responsibility throughout.
> Enable from
Agency Settings > Labs > Global Tax Compliance
to get started.
> ⚠️
Important Disclaimer
> Tax calculations in this feature are provided through Stripe Tax, a third-party tax service provider.
HighLevel makes no representations, warranties, or guarantees regarding the accuracy, completeness, or reliability of any tax calculations.
Your business is solely responsible for registering with all applicable tax authorities, verifying all tax calculations, and remitting collected taxes in compliance with local regulations. Always consult a qualified tax advisor before configuring or relying on this feature for compliance purposes.
How Stripe Tax Works
This feature is built on Stripe Tax, Stripe's tax calculation service. Understanding how it works helps you make informed decisions about whether it meets your specific compliance needs.
Each country handles tax on sold products and services differently. In the US, businesses deal with sales tax. Throughout Europe, it is called value-added tax (VAT). Canada and most Asia Pacific countries refer to it as goods and services tax (GST).
Tax applicability and rates vary by location and by the category of product being sold. For example, children's footwear is zero-rated in Ireland but adult footwear is not. Digital services are taxed at the standard rate in most EU countries, but e-books may be subject to a reduced rate. These rules differ across 100+ jurisdictions.
Stripe Tax uses the following data points to determine and apply tax rates:
- Your business address:Used to determine your domestic tax obligations and how cross-border transactions are classified.
- Your tax registrations:Which jurisdictions you are registered in determines where tax is applied.
- Product tax codes:How each product is classified (SaaS, digital service, telecommunications, etc.) determines the applicable rate in each jurisdiction.
- Customer location:The sub-account's billing address is used to determine which jurisdiction's rules apply to a transaction.
- Customer tax status:Whether a customer is a business (B2B) or consumer (B2C) can affect tax treatment, particularly in the EU.
Who This Feature Is Designed For
US-based SaaS resellers
US sales tax rules vary significantly by state. Some states tax SaaS, others do not. Some tax SMS but not email. This feature allows you to configure tax collection per US state based on your Stripe Tax registrations, generate invoices for sub-accounts, and access reports to support your filing obligations. You remain responsible for determining where you have nexus, registering with the relevant state authorities, verifying calculations, and remitting collected tax.
Agencies reselling HighLevel in Europe
EU VAT compliance is complex, with country-specific rates and obligations such as OSS and IOSS for cross-border digital services. This feature supports EU VAT, OSS Union, OSS Non-Union, and IOSS configurations via Stripe Tax. It can help reduce manual invoicing overhead for agencies operating across multiple EU countries. Given the complexity of EU VAT rules, we strongly recommend consulting a VAT specialist before configuring and relying on this feature for compliance.
Global agencies and white-label SaaS businesses
If you operate across multiple countries, this feature allows you to configure tax collection for each jurisdiction where you have a Stripe Tax registration, covering 100+ countries. It is designed to reduce the manual effort of tracking, invoicing, and reporting tax across markets. Your obligations to register with local tax authorities, verify calculations, and remit taxes remain fully in place.
What's New
🌍 Multi-Jurisdiction Tax Registration
- 100+ Countries Supported:Supports configuration for US state-level sales tax, Canadian GST/HST/PST at the province level, EU VAT across member states, OSS Union, OSS Non-Union, IOSS, and VAT/GST regimes across Asia Pacific, Latin America, the Middle East, and Africa, based on your Stripe Tax registrations.
- Automatic Jurisdiction Sync:Complete your registration in Stripe Tax and return to HighLevel. Your registered jurisdictions appear automatically.
- Registration Status Tracking:Each jurisdiction displays its current status: Active, Pending, Scheduled, or Expired.
⚙️ Two Collection Modes
- Automatic:Stripe Tax determines and applies tax rates to transactions based on your configuration. Note: Stripe Tax may apply additional per-transaction fees depending on your Stripe plan.
- Manual:All tax calculation, collection, invoicing, and remittance for that jurisdiction are handled entirely by the agency outside of HighLevel. The platform does not calculate or apply any tax for jurisdictions set to Manual mode.
⏱ Two Tax Treatment Options
- On Recharge (Wallet Top-Up):Tax is applied at the time a sub-account adds funds to their wallet, based on the sub-account's billing address and your active registration for that jurisdiction.
- At Month End (Actual Usage):Tax is applied at the end of the month based on actual product usage for the period. The amount is charged to the sub-account's wallet at the start of the following month. If the wallet balance is insufficient, it may go negative and trigger an auto-recharge.
- Switching Treatments:Switching between treatments is scheduled to a future date to avoid mid-period disruptions.
📦 Product Coverage
- Usage-Based Products:Configure tax for SMS, email sends, AI usage, phone calls, WhatsApp messages, and other consumption-billed products.
- Subscription-Based Products:Configure tax for recurring SaaS subscription plans. Configuration applies to new subscriptions created after setup. Existing subscriptions are not retroactively affected.
- Marketplace Apps:Configure tax for third-party apps from the HighLevel Marketplace individually or in bulk.
🏷 Product Tax Codes
- Each product maps to a Stripe Tax Code used to classify it for tax purposes (SaaS software, digital services, telecommunications, etc.).
- Use preset codes assigned by Stripe or customize per product.
- Set a default tax code for products without a custom assignment.
- Sync with Stripe at any time to pull the latest mappings.
Default Settings
- Configure preferred collection mode, tax treatment, and product taxability as a company-wide default.
🧾 Tax Reports and Invoices
- Tax invoices are generated per sub-account and jurisdiction for taxable transactions.
- View, filter, and sort tax transactions by sub-account, jurisdiction, and month from the Tax Reports tab.
- Download individual period reports or request a bulk ZIP file via email.
- Sub-account owners can access and download their own tax invoices from their billing section.
How to Enable
- Go to Agency Settings > Labs.
- Toggle Global Tax Complianceon.
- Go to Agency Settings > Stripe > Tax Compliance.
- Ensure all sub-accounts have a valid billing address (including zip code) under Billing > Payments > Billing Address. This is required for jurisdiction matching to function.
- Complete tax jurisdiction registrations in Stripe Tax. They sync to HighLevel automatically.
- Click Configure Taxnext to any jurisdiction to set collection mode, tax treatment, and taxable products.
- Optionally configure Default Tax Settingsto apply a consistent setup across all jurisdictions.
- Review and accept the legal confirmation, acknowledging your responsibilities as outlined.
Your Responsibilities
Before enabling this feature, please review the following:
- Tax registration:You are responsible for determining where you are required to register and for completing all registrations with the relevant tax authorities.
- Calculation verification:Tax calculations are provided by Stripe Tax. HighLevel does not guarantee their accuracy. You are responsible for verifying that the amounts calculated are correct for your specific situation before remitting to authorities.
- Tax remittance:Collecting tax through this feature does not remit it on your behalf. You are responsible for filing returns and remitting collected taxes to the relevant tax authorities in accordance with local regulations.
- Professional advice:Tax obligations vary significantly by jurisdiction, business type, and product mix. We strongly recommend consulting a qualified tax advisor before configuring and relying on this feature.
Resources
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E-Commerce Stores
Store Deletion Behavior Update
What’s Improved?
We’ve refined the store deletion experience to ensure safer and more predictable behavior across the platform. Deleting a store will now only remove store-related pages, without impacting the rest of your website.
This update eliminates the risk of accidentally deleting the entire website when attempting to delete a store.
Key enhancements include:
- Scoped Store Deletion
- Deleting a store from the Stores list will now remove only store-specific pages (Products List, Product Details, Cart, Checkout, Thank You).
- Your main website pages (Home, About, etc.) will remain unaffected.
- Consistent Behavior Across Entry Points
- Deleting a store from Store Settings follows the same behavior — only store pages are deleted.
- Ensures consistency regardless of where the delete action is triggered.
- Website Deletion Remains Unchanged
- Deleting a website from the Websites section will continue to delete the entire website, including any associated store pages.
- Clear separation between “Delete Store” and “Delete Website” actions.
- Improved UI Clarity
- Updated delete confirmation messaging to clearly communicate that only store-related pages will be deleted.
- Reduces confusion and prevents unintended data loss.
How to Use It?
- Navigate to Stores and select the store you want to delete.
- Click on the three-dot menu or go into Store Settings.
- Click on Delete Store.
- Type DELETE in the confirmation modal and proceed.
Key Points to Note:
- Only store pages are deleted — website pages remain intact.
- Applies consistently across all store deletion entry points.
- To delete the entire website (including store pages), use the Delete Website option under Website Settings.
- This update significantly reduces the risk of accidental full-site deletion.
Images:
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Template Library
Template Library<>Marketplace Integration via Labs
🔍Overview:
Template Library is now integrated with the Marketplace, allowing users to install and sell templates in one place.
Browse, preview, purchase, and use templates or list your own to monetise all without leaving HighLevel.
❓Problem Statement :
Users had no way to discover, install, or monetize templates through a centralized marketplace.
Agencies couldn’t easily access premium templates, and creators had no streamlined way to distribute or sell their work.
🚀What We Did :
We integrated the Template Library with the HighLevel App Marketplace, enabling both template consumption and monetisation.
- Added a Marketplace tab inside Template Library to browse and install templates
- Enabled one-click template installation directly into Email, Funnel, and Website builders
- Introduced template preview + purchase flow within Template Library
- Enabled users/designers to sell templates via “Sell on Marketplace” option
- Ensured seamless install via modal without leaving Template Library
✅Available To:
All agencies - via Labs
How to Activate:
- Go to Labs under settings in agency view
- Enable Template Marketplace Integration
🎯 Benefits :
- New revenue: Sell and earn from your templates
- More options: Access a wide range of templates
- Faster setup: Install and use instantly
- Creator friendly: Easy for designers to contribute
- All in one place: Discover, buy, and use seamlessly
How to Discover
- Go to Template library in agency view
- Or Go to App Marketplace templates section
To Install Templates:
- Go to marketplace
- Browse or search for templates
- Click on a template to Preview
- Click Install (complete payment if applicable)
- Access the template in your builder under My Templates
To Sell Templates:
- Select a template --> Click on preview
- Click on 3 dots → Sell on Marketplace
- Submit your template for listing
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E-Commerce Stores
Terms & Conditions Consent at Store Checkout
What’s New?
You can now add a
mandatory Terms & Conditions / Privacy Policy
consent checkbox to your Store Checkout, ensuring customers explicitly agree before completing their purchase.This enhancement helps merchants stay compliant with legal requirements and aligns Store Checkouts.
Key Features:
- Easy Toggle in Builder:Enable/disable “Terms and Conditions” directly from the Checkout element settings.
- Customizable Text:Edit the label and add links for Terms & Conditions and Privacy Policy.
- Mandatory Consent:Checkbox appears before the payment button and is unchecked by default.
- Payment Blocking:Checkout is blocked with an inline error until consent is given.
How to Use It?
- Open your Store Builderand edit theCheckout Page.
- Select the Checkout element.
- In the right panel, scroll to Terms and Conditions.
- Toggle “Enable Terms and Conditions” ON.
- Customize the text and insert links as needed.
- Save and publish your changes.
Key Points to Note:
- The checkbox is mandatory when enabled— checkout cannot proceed without acceptance.
- Positioned at the final step before paymentfor maximum visibility.
- Fully supported across desktop and mobile.
- Helps meet compliance requirements(EU, UK, regulated industries).
Images:
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Social Planner
Social Planner: Community now in Comment Management
We didn’t just manage social comments we brought community conversations into the same view. With this update, Comment Management now supports Communities, allowing you to view and reply to community comments directly from Social Planner.
No more switching tabs. No more missed conversations. Just one unified inbox for all engagement.
🚀 What’s new
- Reply to Community Comments
- You can now respond to community post comments directly inside Social Planner.
- Manage conversations without navigating to the native community platform.
Profile Mentions Support
- Mention community members in replies just like the native platform.
- This keeps interactions natural and contextual.
Real-Time Sync with Native Platform
- Edits made on the native platform automatically reflect in Social Planner
- Always stay updated with the latest conversation context
Handle community comments alongside:
- Tiktok
All engagement workflows are now centralized in one place.
👷 How to use this feature
- Go to Marketing → Social Planner → Comment Management
- Open the Comments tab
- View and reply to comments directly
💡 Why it matters
- Respond faster to community conversations
- Reduce context switching between tools
- Maintain consistent communication across platforms
- Improve member engagement and experience
📝 Notes
- Attachments are not supported in replies
- Course mentions and event mentions are not supported currently
- Comment editing is not available from Social Planner
- Edits made on the native platform will reflect in Social Planner
- Maximum comment length: 8000 characters
Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations - so you can skip the setup and start operating.
What's New
Following pre-built industry specific templates are available :
- 🏡 Real Estate : Properties and Transactions
- 🛡 Insurance : Policies and Claims
- 🚗 Automotive : Vehicles and Service Orders
- 💻 SaaS : Subscriptions and Billing
- 🎟 Events : Events and Tickets
- 🐾 Pets : Pets and Pet Care
- 🏠 Home Services : Service Jobs and Projects
Each template includes:
- Pre-configured Custom Objects with industry-relevant fields
- Fields grouped into folders for cleaner navigation
- Associations that connect records to the right contacts and companies
For Agency Admins
Custom Object templates are part of the existing Template Library, so the controls work the same way you already know. From Template Library → Settings, you can:
- Hide or show Custom Object templates per sub-account
- Hide entire categories globally to keep the experience focused on your niche
How to Use
- Go to Settings → Objects
- Add Custom Object → Use a template
- Pick a template → preview it → click Import objects to apply.
Help Doc
: Custom Object Templatesnew
Opportunities and Pipelines
Opportunity Smart Lists
Managing opportunities just got more flexible.
You can now create
Opportunity Smart Lists
to save a customized opportunity view with your preferred filters, sorting, and visible fields
— and reuse that view anytime without setting it up again.This helps teams quickly switch between the opportunity views they use most.
What’s New?
- Added Opportunity Smart Listsinside Opportunities
- Save your preferred: advanced filters, sort order and visible fields
- Create Smart Lists in either: Board vieworList view
- Choose where a Smart List appears: all pipelines or selected pipelines only
- Set a Smart List as the default viewfor specific pipelines
- Default views apply for all users in the sub-account, not just the person setting it
- Duplicate an existing Smart List to quickly create another version
- Export Smart List results to CSV
- Share Smart Lists with: admins only, all users or selected users
- Give shared users either view accessoredit access
- Copy and share a direct link to a Smart List
- Save updates back to the same Smart List or save them as a new one
- Added a Manage Smart Listspage to view all Smart Lists in one place
How It Works
- Turn on Opportunity Smartlists – Views & DefaultsfromSubaccount Labs
- Go to Opportunities
- Create a new Smart List in Board vieworList view
- Apply the filters, sorting, and fields you want
- Choose which pipelines the Smart List should appear in
- Name the Smart List and save it
- Reopen it anytime to continue editing, sharing, exporting, or duplicating it
- Open Customize listto update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List
Why It Matters
- Reduces repetitive setup for teams working in Opportunities
- Makes it easier to return to the exact views you use most
- Helps standardize pipeline views across users
- Makes sharing important filtered views much easier
- Gives admins better control over how opportunity views are organized
Notes
- This feature is currently available in Subaccount Labs
- By default, Smart Lists are shared with admins only
- Users with edit accesscan also change sharing permissions
- Default views are set at the sub-account level, not per individual user
Feedback
This is a highly requested feature and we’d love feedback as more teams start using it.
Go to
Labs
in your sub-account to enable the feature and share feedback.new
WhatsApp Calling (Closed Beta)
Bring real-time voice conversations into WhatsApp. Your users can now talk to customers live, right inside the same conversation where they've been chatting, without asking them to switch apps or share a phone number. Text handles most things, but when a customer is stuck, frustrated, or ready to buy, a 2-minute call beats 20 messages.
Demo Video: https://watchclueso.com/embed/nr66jh4pyn0my1pz
Getting Access
WhatsApp Calling is in
closed beta
. To request access, please fill out the form: Beta Access Request Form.
> Voice is now a native part of WhatsApp. Agencies still treating WhatsApp as text-only are leaving conversions on the table.
Note:
This release is web-only for now. Mobile support is coming in the first half of May, stay tuned.
What's New
📞 Native Voice Calling
- Inbound and Outbound Calls:Make and receive voice calls directly inside WhatsApp, no external dialer, no new phone number, no app switching. Customers stay in the same thread they already know and trust.
- Call Buttons in Conversation View:One-click escalation from chat to voice. Your agents can lift a heavy conversation into a call without leaving the inbox.
📲 Customer-Initiated Actions
- Callback Requests:When a call is missed, customers can tap to request a callback. No more lost leads because someone rang at the wrong minute.
- Interactive Call Permission:When the service window is open, customers are prompted to grant call permission through automation.
- Template-Based Call Permission:When the service window is closed, send a pre-approved template to request permission before calling, fully compliant with Meta's policies.
🕒 Availability Controls
- Available Hours:Set the exact windows when your team is reachable on voice. Keep voice as a premium channel, not a 24/7 burden on your reps.
- Temporarily Unavailable Hours:Block out stand-ups, training sessions, or lunch breaks without disabling calling entirely.
Industry Use Cases
🏡 Real Estate
A lead enquires about a listing on WhatsApp at 8 PM. Instead of typing out floor plan details, the agent hits the call button, walks through the property in 90 seconds, and locks in a site visit for Saturday. High-intent leads convert before they cool off.
🔧 Home Services (HVAC, Plumbing, Electrical)
A customer messages about a leaking pipe. The business calls back instantly to assess urgency, quote a ballpark, and dispatch a technician, all without pulling the customer out of WhatsApp. Faster triage means more jobs closed per day.
🏥 Healthcare, Clinics, Dental, Aesthetics
For prescription queries, pre-op instructions, or sensitive follow-ups, voice is warmer and clearer than text. Patients call in on the clinic's existing WhatsApp number, no hunting for a landline, no switching to a separate phone tree.
🛒 E-commerce and D2C
High-ticket carts (jewellery, electronics, made-to-order) see major drop-offs when buyers have questions. A quick call from the brand, triggered off an abandoned cart workflow, recovers revenue that chat alone leaves behind.
🎓 Education, Coaching, EdTech
Course consultations, counselling sessions, and doubt-clearing calls happen inside the same WhatsApp thread that the student is already active on. Enrolment rates improve when the human voice enters the funnel at the right moment.
💰 Financial Services and Insurance
Policy renewals, loan disbursal queries, and claims conversations often need a real voice for trust and clarity. Calling inside WhatsApp keeps the conversation auditable and on one channel, without asking the customer to share personal phone numbers with a call centre.
🚗 Automotive Dealerships
Test drive bookings, finance options, and trade-in valuations are naturally voice-led. Reps can jump from a "is this still available" message straight into a call, without exposing personal numbers or needing a dealer-management CRM dialler.
Why This Matters for SMBs
Most SMBs cannot afford a dedicated call centre, a cloud telephony stack, and a chat CRM all at once. WhatsApp Calling collapses voice and chat into one channel, one inbox, one team, and one number.
Concrete wins for agencies and their clients:
- No new phone infrastructure:Zero setup cost, zero number porting, zero dialer licences.
- Faster resolution on complex queries:Voice clears up in minutes what chat would stretch across hours.
- Higher conversion on high-intent leads:Call the buyer when they're hot, not when they're back at their desk.
- Fewer channel drop-offs:Customers never have to share a personal number or switch apps.
- Unified conversation history:Chat, voice, and automation, all logged against the same contact.
- Smaller teams, bigger reach:One agent can handle text and voice without juggling tools.
Prerequisites (per sub-account)
- Phone number in connectedstate.
- WABA messaging limit at 2,000 tier or higher.
- Phone number not on coexistence.
How to Activate
- Go to Settings > WhatsApp > Callingtab.
- Select the phone numberyou want to enable calling on.
- Toggle Allow CallsandCallback on Missed Calls.
- Configure Call Buttonsinside the conversation view.
- Set Available HoursandTemporarily Unavailable Hoursfor your team.
- Save, and you're live on voice.
Getting Access
WhatsApp Calling is in
closed beta
. To request access, please fill out the form: Beta Access Request Form.Resources
new
E-Commerce Stores
Printful Auto Shipping Profile & Live Rates at Checkout
What’s New?
We’ve streamlined how shipping profiles work with Printful integration to ensure a smoother setup and more reliable checkout experience. With this update, shipping profiles for Printful are automatically managed by the system, reducing manual effort and preventing configuration errors.
Key enhancements include:
- Auto-Generated Profile:A dedicated Printful shipping profile is automatically created to enable live rates at checkout.
- Auto Setup for New Accounts:Profile is pre-configured by default on new installations.
- Auto Enable for Existing Users:Product sync with Printful activates shipping automatically.
- Profile Dependency:Removing products from the profile disables shipping rates for them.
- Deletion Handling:Deleted profiles aren’t recreated—reinstall the integration to restore.
How to Use It?
For New Installations:
- Install and connect your Printful app from the Marketplace.
- Sync your Printful products with the store.
- The system will automatically create and configure the required shipping profile.
- Ensure products remain assigned to the Printful profile to enable shipping rates at checkout.
For Existing Installations:
- Make an update to any of the product in your Printful store
- This will automatically create the shipping Profile and will start getting the live rates
- Ensure products remain assigned to the Printful profile to enable shipping rates at checkout.
Key Points to Note:
- The Printful shipping profile is system-generated and optimized for correct functionality—manual edits are not recommended.
- Removing products from the profile will disable shipping rate calculation for those products.
- Deleting the profile requires a full reinstall of the integration to restore functionality.
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