Invoicing

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

As a security and cleaning business, we operate on an hourly billing system rather than charging per quantity or day for our services. I will be attaching further details for your reference. We believe this feature allows us to provide a more precise and equitable billing structure, ensuring that clients are only charged for the actual time and work delivered. We hope you will consider this approach, which enables us to serve you better.

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?

This should able to create invoice or grab the products in regular invoices as well not just recurring. if you save the products as recurring you cant do a regular or quick invoicing since you wont be able to find the products... they should be available for both.

In Texas, Saas products and website design are considered "data processing", which means that 80% of the fee is taxable. Stripe and Quickbooks pitch a fit if I charge tax on 100%, but Highlevel refuses to let me set a different rate. It's either Auto for everyone (which charges Texans the wrong rate) or Manual for everyone, which would only charge Texans the correct rate. Even if I set the Tax Category directly to "Data Processing", the tax is incorrect. This would solve the issue: https://ideas.gohighlevel.com/invoice/p/synchronize-with-stripes-automatically-calculate-tax-feature

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.

Since we cannot edit of replace this invoice email template would you please update it, so It's grammatically correct? With Corrections: Subject Line: [Insert Business Name] Invoice Payment Successful – 1 of 2 Email Body: Payment Successful! Hi [Insert Customer Name], We are pleased to inform you that your payment has been successfully processed for the schedule(s) listed below for Invoice #INV-[ Insert Invoice Number] with [Insert Business Name]. Payment Details Schedules: Schedule 1 ($2,825.00) Amount Paid: $2,825.00 Total Invoice: $5,650.00 Remaining Balance: $2,825.00 Thank you very much. We really appreciate your business. Here is the invoice for your reference: [View Invoice] Thanks, [ Insert Business Name ] ____________________________________________________________________________________________ Original Template: Subject Line: [ Insert Business Name ] Invoice payment successful - 1 of 2 Payment is successful ! Hi [ Insert Customer Name ], We are please to inform you that your payment of has been successful for below mentioned schedules of Invoice #INV-[ Insert Invoice Number] with [ Insert Business Name ] Payment Details Schedules: Schedule-1 ($2,825.00) Amount Paid: $2,825.00 Total Invoice: $5,650.00 Remaining Balance: $2,825.00 Thank you very much. We really appreciate it. Here is the invoice for your reference [ View Invoice Button ] Thanks [ HL Subaccount Owner Name ] [ Insert Business Name ]

The ability to print invoices and estimates directly from GHL without having to copy a link, open a new tab, then print page. All of this seems basic in other similar software. Not sure why the ability is only to send sms + email and not be able to print.

Hi Team, One of my clients is very interested in using HighLevel for their business, and they’re highly impressed with all the platform’s features. However, a critical part of their business depends on generating detailed estimates based on dimensional calculations. They require an advanced estimation feature that allows: Creating estimates based on product dimensions (Length × Width × Height) Organizing items under categories and folders Using existing products (already added in the HighLevel Products tab) Automatically calculating unit rate × area/volume to generate pricing Displaying estimates in a clean, tabular format (including images, unit, quantity, total, etc.) They love everything else about HighLevel, but due to this missing functionality, they are forced to use another platform only for estimates. I believe enabling this feature will not only help us close this client but also attract many more similar businesses looking for complete interior design or construction-based solutions inside HighLevel. I’ve attached a reference screenshot that clearly shows the format they expect. If this feature could be developed or prioritized, it would significantly boost adoption across our niche. Thank you for your continued support and for building such an amazing platform.

Invoices have this feature. Estimates should too. (See screen shots)