Changelog
Follow up on the latest improvements and updates.
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new
Invoicing
Integrations
Invoices: Xero Integration Now Live!
What’s New?
Xero integration is Now Live!
What this integration does?
- Contact Sync –All Existing, New contacts in Xero auto-sync to HighLevel during initial connection as well as on an ongoing basis. If no first/last name exists within a contact name under user details, contact name is used to update details in HighLevel. Existing HighLevel contacts with the same email/phone are updated with Xero details.
[Future addition on this (12 Sep) : Contact syncing with ability to select which contact groups to import from Xero → HighLevel - Currently all contacts (including suppliers etc) within Xero are synced ]
- Invoices (One-Way Sync)– Create invoices in HighLevel → they appear in Xero instantly, with name, number, taxes, and real-time payment statuses kept in sync.
- Tax Mapping –Match HighLevel tax rates with Xero’s (even multi-component taxes) for accurate compliance and reporting.
- Accounts Visibility –Only accounts with payments enabled (excluding Bank Accounts) are available for sync.
How to Use?
- Go to a sub-account in HighLevel.
- Navigate to Settings → Integrations → Xero → Connect.
- Enter your credentials.
- Connect your organization and select a chart of accounts.
- If chart of accounts isn’t visible, enable payments in Xero Chart of account settings (see “Unable to find?” option).
- Map taxes to ensure accurate reporting - Only matching tax rates can be mapped to each other
- Inactivity handling:
- If no activity for 60 days → integration disconnects automatically and you’ll receive an email.
- If an invoice fails to sync → you’ll receive an email alert.
Why We Built It?
To remove duplicate work and errors in financial workflows. This ensures your CRM and accounting remain fully in sync, saving time while keeping compliance and reporting accurate.
Coming Soon
➡️ Contact syncing with ability to select which contact groups to import from Xero → HighLevel.
➡️ Receipt syncing from Xero → HighLevel.
new
Forms
Surveys
Quizzes
True Zero Padding Support for Forms, Surveys & Quizzes
What's New
We’ve introduced support for 0 top and bottom padding across forms, surveys, and quizzes. Previously, extra padding was automatically added, which prevented a true "zero padding" layout. With this update, you now have full control over vertical spacing, enabling cleaner and more precise designs.
Key Highlights
True 0 Padding Support
– No more forced spacing at the top and bottom.Pixel-Perfect Layouts
– Create tighter, sharper, and more modern designs without unwanted whitespace.Flexible Customization
– Set padding exactly as you need it—whether it’s zero or more, the choice is fully yours.How It Works
- Go to the form/survey/quiz builder.
- Navigate to Styles → Layout → Padding.
- Set the Top and/or Bottom padding to 0px.
- Preview and publish—your design will now render with true zero spacing.
Notes
- Applies to forms, surveys, and quizzes across all layouts.
- If you already had padding set to 0, your current forms, surveys, and quizzes will look exactly the same as before. You can go to the builder and set padding to 0 again in case you want to update them to true zero.
new
improved
Automations
GPT Action Now Available at Zero Markup Pricing
You asked and we have delivered..!!
We've transformed GPT Action pricing to deliver complete transparency and significant cost savings. You now pay exactly what OpenAI charges with zero markup.
What's Changed?
Before:
Fixed Per Execution PricingNow:
Token Based Zero Markup Pricing You're charged based on:- Input tokens consumed
- Output tokens generated
- Model selected
This means you pay OpenAI's exact rates with nothing more, nothing less.
Real Impact: More Value for Your Money
What $10 Gets You:
GPT-4o:
- Process approximately 3 million input words OR
- Generate approximately 750,000 output words
GPT-4o Mini:
- Process approximately 50 million input words OR
- Generate approximately 12.5 million output words
Note: Actual usage combines both input and output tokens
Why We Made This Change
- You asked, we delivered: All external AI models will be at Rack Pricing
- Simplicity: Straightforward token based pricing makes budgeting easier
What This Means for You
- Immediate cost reduction on all workflows using GPT action
- Complete transparency: see exactly what you're paying for
- Scale confidently: costs scale linearly with usage
- No hidden fees: if OpenAI charges it, that's what you pay
Re-Billing
- No changes in the re-bililng. You can still re-bill the action.
- Re-Billing is available under External AI Models category
Get Started
- This pricing is already live for all accounts. Your existing GPT Actions are automatically benefiting from the new pricing model with no action required.
- With lower costs per execution, there's never been a better time to integrate AI throughout your workflows
improved
Phone System
Call transfers via Deskphone charges reduced to zero
2nd July, 2025
Call transfers via Deskphone charges reduced to zero
Earlier, Call transfers done via the deskphones cost $0.10 per call transfer.
Now, there is no additional cost for the call transfer!
Other call charges still apply.
improved
Invoicing
Invoices: Show a different modal for zero amount invoices
- Recently we enabled issuing Invoices with zero amount. We've done a couple of enhancements on the same
- When sending zero amount invoices, collecting email and contact details of payee as well as autopay information (in case of recurring invoice is not required). We decided to create a separate modal with just the payee information for zero amount invoice
- For zero amount invoice, we earlier disabled record payment option. However we have opened it up with just a single Record Payment Manual option for customer who would like to put in notes or any other information while creating such invoice
improved
Invoicing
Support for Zero amount Invoices
What's new?
- We have started supporting invoices which will have 0 net payable amount. How to generate them?
- 100% Discounts
- Negative Priced Items
- Zero amount invoices will get generated directly in paid state & Receipts will be generated for them
Why do we need them?
- Compliance & Record Keeping- They help in tracking and documenting all transactions, which is essential for internal audits and financial transparency. In some jurisdictions, businesses might be required to document all transactions, including those where no payments are made
- Marketing & Promotions- Issuing a zero amount invoice for complimentary services or goods provided at no charge can serve as a professional way to acknowledge the transaction, reinforcing customer relationships and ensuring clear communication
- Dispute Resolutions- If a dispute arises regarding the delivery of goods or services, a zero amount invoice serves as proof that the transaction occurred, even though no payment was involved
A new Onboarding lesson has been added to the SaaSPRENEUR Local Hero Playbook course to walk users through an onboarding checklist that corresponds with the offer taught in the course. Includes:
- Onboarding Checklist PDF
- Links to relative Help Docs
🛠️ Access instructions for those on $497 plan:
- Log into university.gohighlevel.com in an incognito browser and you should see the new lesson 👍
- If you don't see the lesson or have trouble accessing the course, visit https://speakwith.us/success