Payments

We need a way to manually apply or manually charge a subscription payment. We have customers who's first payment will fail and they'll notify us they fixed the issue and would like to resume our service. However, we must wait for the subscription to move out of "overdue" status on the next rebill date. Furthermore, we sometimes get our customers asking if we could charge their payment a few days early for various reasons and currently we must tell them we do not have that abuility. It would be useful if each subscription had a "manually bill" button that would allow us to bill the payment on file immediately and have it applied towards the subscription. This would allow us to resolve overdue subscriptions or pre-bill the subscription. I know there is the option to configure invoices to be created for each failed payment, but this results in many invoices for the same subscription period of the re-try options are turned on. Perhaps we can improve that area as well to only use a single invoice and to retry application of payment ot that invoice instead of creating new invoices each time a rebill attempt fails in the same period?

If a Reoccurring Subscription payment fails, allow ability to automatically or at least manually re-try payment under Subscriptions or Transactions. The existing "Subscription Settings - Failed Payment Retries" does not work on with Stripe currently. Is there another way to do this?

Hey GHL Team, I’m currently setting up a subscription funnel in GoHighLevel and ran into a limitation that I hope you can help with. Here’s my setup: On the checkout page, I offer a $97/month subscription with a 30-day trial. On the next funnel step, I have an upsell to upgrade that same subscription to a yearly plan. The issue: Right now, there's no "Cancel Subscription" action available in workflows. This means that when a customer accepts the upsell, they’ll still have their monthly subscription active, which could lead to double billing. I want to automatically cancel their monthly plan when they upgrade, but currently, I have to do this manually in Stripe. It would be amazing if GHL could add a "Cancel Subscription" action inside workflows. That way, we could automate the process and avoid billing confusion for clients. Is there any workaround for this within GHL, or is this something that could be added in a future update? Thanks so much for all the awesome work you do! 🚀

Please let us create and customize payment reminders for Subscriptions like we can for Invoices.

We need the ability to add multiple products when creating a subscription. Stripe has this capability. Use Case: We offer several options for clients, add on, cross-sells, etc. and it would be way more convenient to add multiple products when creating the subscription, rather than having to create a subscription for each product. This enhancement goes hand-in-hand with the ability to edit a subscription, as there are times where we would need to cancel/remove a particular product and/or add an additional product to a subscription.

The Spent field is one of the most valuable pieces of customer data in HighLevel, but currently it can only be viewed on a contact record in Payments. It cannot be used anywhere else in the platform. 🚨 Requested Enhancement Please make the Spent field available as a standard field that can be used throughout HighLevel, including: 🔹Workflow triggers and conditions 🔹Smart Lists and contact filters 🔹If/Else branches in workflows 🔹Segments and audiences 🔹Bulk actions 🔹Reporting and dashboards 🔹Custom Values and merge fields (where appropriate) 🔹Opportunities and automation logic 🚨 Why This Matters A customer's lifetime spend is one of the most important metrics for automation and customer segmentation. Without access to this field, agencies and businesses cannot build automations around their highest-value customers without maintaining separate custom fields and complicated workflows. Examples include: 🔹Automatically move VIP customers into exclusive nurture campaigns after they spend $1,000. 🔹Trigger loyalty rewards once a customer reaches a spending threshold. 🔹Send thank-you gifts to customers after lifetime purchases exceed a certain amount. 🔹Identify high-value clients for account managers. 🔹Filter contacts by lifetime value for marketing campaigns. 🔹Create reports based on customer spending tiers. 🔹Build renewal or upsell automations for top customers. 🚨 Current Workaround The only workaround is to maintain a separate custom field and update it manually or through complex workflows, even though HighLevel already calculates and displays the total. This creates duplicate data, unnecessary workflow complexity, and opportunities for data inconsistencies. 🚨 Benefits Making the Spent field accessible across the platform would: 🔹Reduce unnecessary workflows 🔹Improve automation capabilities 🔹Eliminate duplicate data 🔹Enable true customer lifetime value segmentation 🔹Help agencies create more sophisticated marketing and retention campaigns 🔹Leverage data HighLevel is already calculating 👀 Since HighLevel already stores and displays this value, exposing it to workflows, filters, and reporting would provide tremendous value with minimal additional complexity.

It would be great if in the checkout page HL could offer the PayPal grey shaded Debit or Credit Card button

One feature that would significantly improve the Estimates module is the ability to customize the email message before sending an estimate. Currently, when sending an estimate, users can choose the recipient and delivery method, but there is no option to personalize the email. This forces agencies and businesses to send a separate email before or after the estimate, creating unnecessary steps and a less professional client experience. A simple email editor within the Send Estimate dialog would allow users to: Customize the email subject line Write a personalized message to the client Explain the proposal or estimate Highlight special pricing or promotional offers Set expectations for next steps Build stronger client relationships through personalized communication Many proposals require context before a client reviews pricing. Being able to introduce the estimate with a professional message would create a much better sales experience while eliminating the need to switch between email platforms. Suggested Features: Editable Subject Line Rich Text Email Body Save as Default Template Create Multiple Email Templates (Proposal, Follow-Up, Reminder, etc.) Personalize using Custom Values (Contact Name, Business Name, Estimate Amount, etc.) Option to Preview the Email Before Sending This enhancement would streamline the sales process for agencies and businesses while making HighLevel's Estimates feature a more complete proposal solution.

The Problem: Right now, when a customer signs up on any random day, their billing cycle is locked to that exact date forever. This creates a nightmare for business owners with: Scattered payment dates throughout the month Inconsistent cash flow patterns Difficult financial planning and forecasting Payment processing chaos with charges happening daily The Solution We Need: Give us the power to SET the billing date manually! Whether we want all customers to pay on the 1st, 15th, or any specific day of the month, we should have that control. Why This is a GAME-CHANGER: ✅ Predictable Cash Flow - Know exactly when money hits your account ✅ Easier Bookkeeping - Batch all payments on your chosen date(s) ✅ Better Business Planning - Align subscription revenue with your business cycle ✅ Professional Payment Management - No more random charges scattered across 30 days ✅ Reduced Admin Headaches - Streamline your entire billing workflow

Hi GHL Team, We are looking to sort transactions by payment type (cash, credit, check, etc). Currently no option to do so without having to export all transactions into a .csv and sort in excel. Please give us this option to sort within GHL