Invoice Reporting at Agency & Sub-Account Level with Custom Date Range
P
Prince Bhanwra
It would be extremely helpful to have a comprehensive invoice reporting feature within GoHighLevel that provides an overview of all invoices across:
- The Agency account level, and
- Individual sub-accounts.
The report should allow users to:
- Filter and generate reports by custom date ranges (e.g., last week, last month, or specific periods).
- View key invoice details such as client name, amount, status (paid/unpaid/overdue), and issue date.
- Export the data (CSV, PDF, etc.) for accounting and reconciliation purposes.
This feature would give agencies much better financial visibility across all clients and help streamline payment tracking for themselves.
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