PDF Invoices Option (without payment link)
complete
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Harry O'Brien
In some countries you cant use Paypal or Stripe. And lots of clients in the UK are used to paying by bank transfer, it would be ideal to have the option to send as a PDF without payment links.
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SG Deitz
This feature says complete, but I can't see how to do this in the app. It just seems to send the email with a link to the invoice, not as a PDF attachment?
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Austin Hall
SG Deitz The only way I've seen to do this is to send the invoice -> open the invoice via the link -> click "download as PDF" at the bottom and send that via email. It's clunky, but it works. Hoping they implement a "Send as PDF" option in the future.
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Sales & Marketing
complete
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Lord Karol Jasztal
Sales & Marketing Hello, as Austin Hall and SG Deitz mentioned, I also believe that this is not fully done yet, right? At least not as we expected it to be. Is there anything planned for this?
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Support Team
It will be great to have the invoice app with the functionalities like Zoho Books
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Carter Douglas
Definitely need this integration! :)
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Sales & Marketing
Merged in a post:
Allow creation on invoices using Paypal Only
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Basil Adriaanse
I am a HighLevel user from South Africa, or at least I tried to be a user. I was very disappointed that unless I have a stripe account I can't use HighLevel as I can't create invoices. Stripe is not available in South Africa and as a result neither I or any of my clients that I onboard can make use of the software. Its a real pity because I love this tool and can't use it. We have access to PayPal, so if invoices can be created using that alone, it would be a step in the right direction.
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Sales & Marketing
Merged in a post:
Be able to bill clients who pay by bank transfer not credit card
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Ange Dove
Here, corporate accounts don't pay by credit card. It's through authorised bank transfer. I wouldn't be able to onboard my clients through your platform if the only thing you offer is payment via stripe.
HIGHLVL-I-3730
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Sales & Marketing
Merged in a post:
Ability to disable the charge function through stripe or paypal.
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Dan Henderson
The payment systems Stripe and PayPal do not work for our partner in South Africa. What we normally do is send an invoice with their banking details and customers do an EFT. They would love to use the reoccuring invoices, but could there be a way put in place for the development team or ourselves to disable that function (The charge function through Stripe and or Paypal) for South Africa and rather have an option to add banking details to the invoice and add e-mail addresses to where we need the invoices sent to?
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Sales & Marketing
planned
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Sales & Marketing
under review