Currently, Go High Level only generates receipts for wallet top-ups (including auto-recharges), but does not provide a way to automatically generate invoices based on actual wallet usage.
This creates a significant challenge for agencies using prepaid or credit-based billing models.
đź”´ The problem:
Clients frequently add funds to their wallet (e.g., $300–$800/month)
These funds are consumed across multiple services over time
The platform does not generate a consolidated invoice for the total usage
Receipts are not valid accounting documents in many countries
Agencies are forced to manually create invoices, which is not scalable
In regions like LATAM (e.g., Colombia), clients require monthly legal invoices that reflect their total spend. Without this, agencies face compliance issues and client friction.
⚠️ Impact:
Limits scalability for agencies managing multiple clients
Increases manual workload significantly
Creates friction with clients who need proper documentation
Forces reliance on external tools or manual processes
âś… Proposed solution:
Introduce an automated billing feature that enables:
Generation of monthly consolidated invoices per client
Based on total wallet consumption during a billing period
Optional breakdown of services (subscriptions, usage, etc.)
Automatic delivery via email and availability in the client portal
đź’ˇ Ideal workflow:
Client adds funds (wallet / auto-recharge)
Client consumes services throughout the month
At the end of the billing cycle
👉 The system automatically generates one invoice with total usage
👉 The invoice is sent to the client and stored for download
🚀 Why this matters:
This feature is essential for agencies operating at scale and in regions with strict accounting requirements. It would significantly improve operational efficiency, client experience, and platform adoption for international markets.