This would be a GAME CHANGER...PLEASE VOTE FOR THIS

I’m building a GoHighLevel CRM and automation system for a local service business.

When a job is completed, the staff updates the Opportunity Card with the final job details, such as:

• Final Invoice Amount

• Service Details

• Job Completion Date

• Other relevant billing information

The staff then moves the opportunity to the Job Completed stage.

The desired automation is:

Job Completed → Check Required Opportunity Custom Fields → Automatically Create Invoice from a Selected Invoice Template → Populate the Invoice with Custom Field Data → Use the Final Invoice Amount Custom Field as the Dynamic Invoice Amount/Product Price → Automatically Send the Customized Invoice to the Client.

Current Limitation:

GHL workflows can automate invoice creation using templates, but the invoice cannot be fully customized from Contact or Opportunity Custom Field values.

For service businesses where every job has a different final amount, the staff must still manually create or edit the invoice before sending it.

Feature Request:

Allow the Create/Send Invoice workflow action to map Contact and Opportunity Custom Fields dynamically into an invoice template, including:

• Product/Line Item Price

• Invoice Amount

• Service Description

• Quantity

• Other invoice fields

If the required custom fields are populated on the Opportunity Card, the workflow should automatically generate a customized invoice from the selected template and send it to the client.

This would enable a truly automated process:

Lead → Opportunity → Job Completed → Staff Updates Job Details → Customized Invoice Automatically Generated & Sent → Payment Follow-Up → Paid

This would be valuable for movers, contractors, repair companies, agencies, home service businesses, and any business where the final invoice amount varies from job to job.