Invoicing

Please update the design and functionality of all estimates, invoices, and proposals in Go High Level (GHL). The current formatting looks very basic and lacks the polish and professionalism expected by high-value customers. When compared to other platforms, GHL’s customer-facing documents appear flat—missing visual structure, section dividers, and the kind of formatting that communicates trust, clarity, and premium service. 🔎 Key Observations: When reviewing what customers actually receive, GHL estimates and invoices lack visual refinement: No clear lines separating sections Minimal design hierarchy Weak branding and layout compared to platforms like Housecall Pro, Jobber, or QWLIR In contrast, other platforms provide: Sectioned formatting with bold headers Bordered line items and totals Professionally structured layouts that look polished on both desktop and mobile 🎯 What Needs to Be Updated: Implement "Basic / Better / Best" Package Proposal Design Side-by-side comparison format (see qwlir.com as an example) Each package should pull predefined products and services from GHL Once a package is selected, the opportunity stage should update automatically and trigger an invoice creation Add-On Feature Across All Documents (Proposals, Estimates, Invoices) Add-ons must be visible and selectable as upsell options Customers can pick additional services post-package selection Ensures customers who don’t choose the “Best” package can still add features they value most If selected, these add-ons are included in the invoice and synced to the opportunity Professional Formatting for Estimates and Invoices Add lines or dividers between sections (e.g., Services, Materials, Subtotals, Notes) Use better spacing, font sizing, and layout organization Include branded header/footer sections for a high-end client feel Improve clarity for mobile viewing (buttons, sections, totals) ⚙️ Automation Logic (Post-Acceptance): Package Chosen → Opportunity Updated Add-Ons Selected → Invoice Reflects Selections Invoice Sent → Project triggered + GHL/ClickUp/Wave integration begins Please confirm if more input is needed to begin implementation or if you'd like a visual mockup or editable template.

I am keeping this alive. We need this asap as a gateway. I don't see any reason I should convince my clients to switch their payment process over to stripe when everything can be done directly through quickbooks. We also need it to let quickbooks assign the numbers for invoices. This is causing confusion in peoples books.

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 #.

I run a mold remediation business and charge 50% deposit and need to be able to charge the other 50% upon job completion, not a set date or time out. Or if I could manually trigger the other 50% when I finish the job, that would work too.

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.

If a subscription needs to be tied to a specific billing cycle, such as calendar month, allow customer to choose a start date and automatically prorate initial or second invoice to select billing cycle.

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?

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.