Payments

Currently, when using the “Charge Now” feature from a contact record in HighLevel, the business is responsible for absorbing the payment processing fee. HighLevel should add the option to automatically apply the sub-account’s configured Processing Charge when using “Charge Now,” allowing businesses to pass the processing fee on to the customer. The fee should be clearly displayed before the transaction is processed and added to the total amount charged to the customer. This would create consistency with invoices, payment links, forms, and other HighLevel payment methods that already support Processing Charges. Many businesses regularly accept payments over the phone or manually charge customers directly from the CRM. Adding Processing Charges to “Charge Now” would help businesses recover transaction costs while keeping the entire payment process inside HighLevel.

We use the payment receipt as an invoice because it is automatically sent to the customer after each payment. It would be very helpful if we could add a BCC email address to these payment receipt emails. The BCC should receive the complete email, including the attached PDF receipt. This would allow us to automatically forward every payment receipt to our bookkeeping software, eliminating the need to manually download and upload each receipt.

Need an option to turn off the receipts for subscription payments

Currently, invoices in the payment section continue to accumulate regardless of the timelines, and you can't reset them there. Customers basically want to track how much they have invoiced and how much they have been paid in this financial year. The Australian financial year goes from 1st of July to 30th of June. We want to be able to reset it based on the year for the next financial year. I'm sure it'll be the same for Americans, who will probably start on the 1st of January, as it is elsewhere in the world. Australians are slightly different, starting on the 1st of July. We would like a reset button/ a date picker / a financial year picker so we can easily go back and forth in the payment section to see how much they have invoiced in total for that financial year or for a particular period.

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.

Hi GHL Team, I’d like to request a feature that allows us to disable automatic receipt emails at the product or offer level. Right now, we have a high-value customer who enrolls multiple students under a bundled/package price. In this case, they do not want each enrolled student to receive an individual receipt because the students are not the direct payer. The current workaround is time-consuming and affects our overall setup. We have to disable automatic receipt emails globally, then manually create an invoice, mark it as paid, and send it only when the customer requests a receipt. We also considered building a form to collect the student information, then automatically generate and send an invoice to the high-value customer for payment. After the invoice is paid, our team would then enroll the students into the course. However, this still adds unnecessary steps for both the customer and our team, especially when the checkout/product flow could handle this more cleanly. It would be extremely helpful if GHL had an option inside the Product or Offer settings to disable receipt emails for a specific product/offer only, instead of turning it off globally. Suggested feature: Add a checkbox or toggle such as: “Disable automatic receipt email for this product/offer” This would allow businesses to handle bundle purchases, bulk enrollments, sponsorships, corporate buyers, and special payment arrangements more cleanly without disrupting receipt settings for all other products. Hope this gets considered. This would save a lot of manual work and prevent confusion for customers. Thank you, Clint

Many of my clients book people over the phone. it would be nice to be able to charge a deposit or partial payment from lead connect. either a button to send them a payment link where they input their card info and it charges them a fee. Or a way to send a link where the customer can enter their card info to save to the contact. Booking Koala does this and it works really well. You can select a contact or booking and have the ability to choose send card link and it automatically sends a link where the customer can enter their card info. Safe secure and if they don't want to say it over the phone its easy. This is such a big issuer especially when a large part of the clients that use GHL are service based businesses. Many of them book their customers over the phone. So if they can have the ability to easily send a link to their customers to charge them a partial payment, a deposit fee, or just to simply enter the card info so it links to the contact it would be a monumental improvement.

Stripe supports recurring payments for Banconnect, but it's not possible in HL. Please can you add this functionality

When managing many contracts, it’s not practical to have to go in and turn on autopay individually for every single one. Even though repeated payments can be set up, it isn't auto charging their card unless you go into the individual contract to enable this. If autopay isn’t enabled everywhere, it’s easy to miss payments and lose income, even when services are being provided. A bulk enable feature would save time and prevent missed payments.