Payment Details Not Syncing to Opportunity Card When Processed Outside of It
L
Leo Yoke
Currently, invoices, transactions, and estimates only appear in the Opportunity Card if they were created from the Opportunity Card itself.
However, when payments are processed from other areas like the Payments or Contacts tabs, they don't sync back to the associated Opportunity Card — even when the contact and opportunity are clearly linked.
Can we ensure all related payment activity, regardless of where it's initiated, is automatically reflected in the Contact's Opportunity Card?
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X
Xavier Tirado
Hello,
We need the Opportunity record in GoHighLevel to display the linked payment transaction details. Specifically, we would like the following information to be visible within the Opportunity:
Payment status
Transaction ID
Payment date
Amount collected
Payment method
Invoice or order reference (if applicable)
The goal is to ensure accurate revenue tracking and avoid discrepancies between the Payments and Opportunities sections.
Please advise on the proper configuration or update required to enable this.
Thank you in advance.
K
Kyle Meagher
Any update on this?