GoHighLevel Invoicing Tutorial | One-Time & Recurring Invoice Setup Complete Guide

Complete GoHighLevel invoicing tutorial covering product creation, invoice settings, one-time and recurring billing, payment schedules, and automated reminders. WHAT YOU'LL LEARN: - Creating one-time and recurring products - Invoice settings configuration - Payment schedules and partial payments - Automated invoice reminders - Customer and team notifications - Tax and discount setup TIMESTAMPS: 0:00 - Introduction 0:20 - Create Products 2:18 - Invoice Settings Overview 3:46 - Terms and Conditions 5:26 - Payment Settings 7:56 - Reminder Settings 14:14 - One-Time Invoice Creation 15:53 - Payment Schedules 19:26 - Recurring Invoice Setup 22:02 - Closing SETUP PROCESS: Step 1: Create Products Payments - Products - New Product One-Time Product: - Name: Website Development - Amount: $2,000 - Type: One-time Recurring Product: - Name: Marketing Ads Management - Amount: $500 - Type: Recurring (monthly) Step 2: Configure Settings Payments - Invoices - Settings Business Information: - Business name - Logo - Address - Appears on all invoices Email Configuration: - From name: Billing Department - From email: [email protected] Terms and Conditions: - Default terms for invoices - Default terms for estimates - Customizable per invoice Payment Settings: - Estimate expiry: Days until expires - Invoice due: 14 days default - Partial payments: Enable for project deposits - Late fees: Charge percentage on overdue - Tip payments: Optional customer tips Step 3: Invoice Reminders (New Feature) Automated reminder system: Reminder 1: 3 days before due date Reminder 2: 1 hour before due date Reminder 3: After invoice overdue Customize: - Frequency - Email templates - Maximum reminders - Time zones Step 4: Notifications Customer Notifications: - Invoice sent (cannot disable) - Payment successful - Payment failed - Auto payment notifications - Customizable email templates Team Notifications: - Payment received - Payment failed - Invoice couldn't be sent - Toggle on/off per notification Step 5: Create One-Time Invoice New - One-Time Invoice Setup: - Select customer - Invoice number (auto-generated) - Issue date - Due date (14 days default) - Add products - Apply discount (10% example) Payment Schedule: - 50% due on specific date - 50% due on another date - Must be before invoice due date Options: - Include tip - Late fee charges - Attachments - Preview before sending Step 6: Create Recurring Invoice New - Recurring Invoice Setup: - Select customer - Add recurring product - Apply discount (optional) - Frequency: Monthly - Start date: 1st of month - Send invoice: 7 days in advance Example: - Start: Feb 1, 2026 - First invoice sent: Jan 25, 2026 - Continues monthly automatically Tax Settings: - Manual tax entry, or - Automatic tax calculation - Configure in Payments - Tax Settings FEATURES EXPLAINED: Partial Payments: - Split invoice into multiple payments - Useful for large projects - Collect deposits upfront - Remainder due later Late Fees: - Automatic percentage charge - Applied to overdue invoices - Incentivizes timely payment Tip Payments: - Optional customer gratuity - Service-based businesses - Toggle on/off per invoice Payment Schedules: - Divide total into installments - Set specific due dates - Track each payment separately Recurring Billing: - Automates monthly invoicing - Set start date and frequency - Invoice sent X days in advance - Continues until cancelled PRO TIPS: Business Branding: - Add logo to all invoices - Consistent business information - Professional appearance Email Templates: - Customize notification emails - Save as new templates - Maintain brand voice Reminder Strategy: - 3 reminders typical - Space appropriately - Not too aggressive Tax Handling: - Automatic calculation recommended - Manual for special cases - Configure once, applies to all NEED INVOICING SETUP HELP? Contact Local Niche Marketing: Website: https://localniche-marketing.com/contact-us LinkedIn: https://www.linkedin.com/company/local-niche-marketing/ We specialize in: - GoHighLevel invoicing setup - Payment automation - Recurring billing configuration - Complete financial workflows - Marketing and advertising services SUBSCRIBE for more tutorials! #gohighlevel #invoicing #RecurringBilling #paymentautomation #GHLInvoices #businessautomation #gohighleveltutorial #invoicemanagement #gohighleveltutorial