Invoicing

Enable Full Support for SaaS "Agency" Plans in Invoices, Recurring Invoices, and Proposals/Documents
Currently, SaaS "Agency" plans in GHL are designed to function correctly only through 2-step order forms and payment links—where they trigger sub-account creation, apply the correct plan, and handle usage tracking as expected. However, when these SaaS plans are added to other sales and billing tools—specifically invoices, recurring invoices, or proposals/documents—the system does not trigger the same backend automation. This creates limitations for agencies that want to fully utilize GHL's billing system for SaaS resale. We propose enhancing the platform so that SaaS plans can be used seamlessly across all billing tools, with full backend provisioning. This includes: ✅ Invoices Allow agencies to add SaaS "Agency" plans to an invoice alongside other items (e.g. onboarding fees, service add-ons). Automatically trigger sub-account creation and SaaS plan provisioning when the invoice is paid. 🔁 Recurring Invoices Enable SaaS plans to be handled correctly on every billing cycle. Ensure that while other line items (e.g. service fees) continue recurring, the SaaS plan is billed separately and provisioned accurately every time. 📝 Proposals/Documents Allow SaaS plans to be inserted directly into proposals or documents. Once the proposal is accepted and payment is made, the platform should create the sub-account and assign the appropriate plan—just like a 2-step form. Why This Matters: Without this functionality, agencies are forced to separate their billing workflows: One link for SaaS setup (via a payment link or form) A separate invoice or proposal for everything else This creates confusion, extra admin work, and a disjointed client experience. By supporting SaaS plan provisioning in invoices, recurring invoices, and proposals/documents, agencies could: Sell everything in a single transaction Use automated onboarding even with high-touch sales models Streamline billing and fulfillment, improving efficiency and client satisfaction
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