Invoicing

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

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".

Since this is a digital invoice, can we include the breakdowns of the payments as well. So, there will no confusions at the client's once they see the amount that will needs to pay and the refund. Technically, GHL should create a new invoice/receipt break down of the payments.

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 #.

Having a quick way to get bank account setup for auto withdraw on contracts and invoices would be ideal. Some industries, like professional services rarely use credit cards.

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..

I hate how there's no way to send out an invoice to a customer, and then have that same invoices' total cost become the customers opportunity value. All my clients need to go onto the closed opportunity and set the value themselves after sending an invoice WITH THE SAME VALUE.

The ability to edit the "Estimate" Template in Payments so it can add new fields and headings etc, would be extremely helpful. Clients need to have more options with this doc or to be able to create something better

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

I’d like to request a feature enhancement that would be especially valuable for service-based businesses using the platform. Currently, the system allows us to attach images to the end of estimates and invoices, which is helpful. However, it would be significantly more useful if we had the option to attach images directly to individual line items within the estimate or invoice. This would allow us to visually show: The work that was completed (invoices) The work being proposed (estimates) For example, if a line item describes a repair or installation, attaching an image right alongside that item helps the client understand the scope and value of the work. Thank you for considering this request!