Invoicing

We desperately need the ability to attach invoices as PDFs to outgoing emails. I found this previous post that was marked as "COMPLETE" https://ideas.gohighlevel.com/invoicing/p/pdf-invoices-option-without-payment-link But, it clearly isn't😟 Yes there is the ability to generate the PDF once the link is opened but this is not what is meant by "attaching a PDF" We want the ability to have the PDF as an attachment to the email that's sent to the customer. I have attached a mockup of what it might look like from the "Invoice Settings".

I would love the ability to have fully customized layouts. Think, the new contracts feature, where you upload a PDF then drag and drop your dynamic fields as required. The link below is a similar feature from ServiceM8: https://support.servicem8.com/hc/en-us/articles/200272954-How-to-modify-invoice-or-quote-templates

STATE TAX SHOULD BE IN SETUP. YOU SHOULD NOT HAVE TO ADD TAX TO EACH PRODUCT ONE AT A TIME. IF ANYTHING IT SHOULD BE ON ALL PRODUCTS AND THE CHECK COULD BE REMOVED IF IT WAS NOT TAXED. IF A COMPANY OR ORG. IS TAX EXCEMPT IT SHOULD BE IN THE COMPANY SETUP OVER RIDING TAXES. AND WOULD REQUIRE A FORM OR #.

The current invoice notifications are set where we have to send them to the customer via email and text every time. Many clients, especially when those are triggered off hours late at night or in the morning, do not want those notifications via SMS. Sometimes, they get irate over them. Right now we are forced to have both options enabled. We need the control to enable email or SMS or both if we choose. This would make the system more usable versus workarounds like setting the DND for SMS for clients or removing their phone number all together so they won't get the notifications. Also, the default templates need to be cleaned up. The language is strange how things are worded as is the grammar.

Currently, if a customer needs to change the auto pay card on a recurring invoice, they are not able to until the payment has failed. Otherwise, they have to contact the business owner to either stop and re-issue a new invoice or manually enter the card information. Adding an update card option in the Client Portal would avoid this work.

We need the ability to customize the PAYMENT SCHEDULE emails. The system generated email looks unprofessional if you have branded email templates you are using for your other emails like contracts and invoices.

Currently, including SMS notifications for recurring invoices applies to the first invoice as well as all scheduled "invoice due" and "invoice late" notifications. I don't want to send an SMS on the initial sending of the invoice - just an email is sufficient for an invoice that might be due in 30 days. However, I do want to send an SMS for invoices due in X days (ie. T-5 days to invoice due date) I do want to send an SMS for invoices overdue Can we please toggle SMS on/off for each invoice interval?

Invoicing should be optimized by allowing all elements of the invoice to be changed manually. I use GHL in English because the translation into German is miserable and as a result the invoices are also formulated in English. If you set the platform language to German, the elements are also displayed in German, except for the date format! It should also be possible to customize the email that is sent when the invoice is created and save it as template. This looks much more like a scam..

This is the detail of a communication with the support : My name is Andrew, and I'm a Customer Support Representative with HL. I will be more than happy to assist you with this ticket. I understand you've diligently translated all your email templates to French, yet your customers are still receiving one specific email titled [OptimiStra] Invoice received - 1 of 3 in English after creating an invoice with installments. You're looking for a way to either translate this email or prevent it from being sent. I've also reviewed your helpful Loom video, which clearly illustrates the issue. I want to confirm that Jaishree's previous assessment of this specific email's behavior is accurate. The notification you're receiving for individual invoice installments is indeed a system-generated email notification within HighLevel. Unfortunately, as our documentation on How to Set Up Flexible Payment Plans in Invoices mentions, "The reminder emails for each due installment are automatically sent by the system on the due date and are not editable or previewable." This means that, at this time, we do not have the functionality to directly customize or localize the content of this particular installment reminder email. We completely understand how this can be frustrating, especially when striving for a fully localized experience for your customers. Since this specific system email cannot be edited or translated, nor can it be directly disabled within the platform settings, the primary solution would be to ensure that your other customizable invoice-related emails are as comprehensive and clearly translated as possible. This way, the impact of this un-translatable notification on your customer's experience is minimized, as they will receive the majority of their communications in their preferred language. We value your feedback greatly, especially as we continuously work to enhance our platform's capabilities. A feature like full localization for all system-generated notifications is a wonderful suggestion, and the best way for our development team to consider implementing this functionality is by adding it to our ideas board. We would truly appreciate it if you could share this as an idea at https://ideas.gohighlevel.com/ . Thank you for your time and understanding. ​ Ticket 3748509

How powerful and cool would it be if you could automate a customized invoice. Pulling custom fields to automate an invoice with name, product, and price