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Getting Started w/ GHL Customer Care

Getting Started - Create and Send Invoices

Managing your sales and billing doesn't have to be tedious! Think of invoices as your business calling cards—they represent your professionalism and set…

3 min read672 words5 explained imagesUpdated Wed, 26 Nov, 2025 at 12:08 AM
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On this page
  1. Create Invoice
  2. Edit General Invoice Settings
  3. Manage Invoice
  4. Frequently Asked Questions
  5. Q: Why is my logo missing on older invoices, but shows up on new ones?

Managing your sales and billing doesn't have to be tedious! Think of invoices as your business calling cards—they represent your professionalism and set clear expectations with your customers. Let's dive in and see how easily you can customize and send invoices right from your dashboard.

TABLE OF CONTENTS

Create Invoice

Ready to send your first invoice? Great! Here's the simplest way to create one:

  1. Navigate to Payments > Invoices & Estimates.
  2. Click New > New Invoice.
    Step 2 of 5: Click New > New Invoice What this shows Step 2 of 5: Click New > New Invoice. What this shows Shows what to click for step 2 of 5 in the "Create Invoice" section of "Getting Started - Create and Send Invoices". This screenshot accompanies step 2 of 5 in the "Create Invoice" section of "Getting Started - Create and Send Invoices". At this point in the walkthrough you click New > New Invoice. For context, this section explains: Ready to send your first invoice? Great! Here's the simplest way to create one. The navigation path used here is Click New > New Invoice. This part of the guide covers 3 fields, listed below. The next step is to configure your invoice with details (items, prices, customer info). Step 2 of 5Path: Click New > New InvoiceImage 1 of 5 What to clickClick New > New Invoice.
    Fields in this part of the guide How to create invoices in GHL Customer CareHow to create recurring InvoicesHow to create invoices in GHL Customer Care (Mobile App)
    Buttons and menus referenced New > New InvoicePayments > Invoices & EstimatesSaveSendLearn More
    Next stepConfigure your invoice with details (items, prices, customer info).
    All 5 steps in this procedure
    1. Navigate to Payments > Invoices & Estimates.
    2. Click New > New Invoice. this image
    3. Configure your invoice with details (items, prices, customer info).
    4. Click Save.
    5. Finally, click Send.
  3. Configure your invoice with details (items, prices, customer info).
  4. Click Save.
  5. Finally, click Send.
    Step 5 of 5: Finally, click Send What this shows Step 5 of 5: Finally, click Send. What this shows Shows what to click for step 5 of 5 in the "Create Invoice" section of "Getting Started - Create and Send Invoices". This screenshot accompanies step 5 of 5 in the "Create Invoice" section of "Getting Started - Create and Send Invoices". At this point in the walkthrough you finally, click Send. For context, this section explains: Ready to send your first invoice? Great! Here's the simplest way to create one. The navigation path used here is Payments > Invoices. This part of the guide covers 3 fields, listed below. Step 5 of 5Path: Payments > InvoicesImage 2 of 5 What to clickFinally, click Send.
    Fields in this part of the guide How to create invoices in GHL Customer CareHow to create recurring InvoicesHow to create invoices in GHL Customer Care (Mobile App)
    Buttons and menus referenced SendPayments > Invoices & EstimatesNew > New InvoiceSaveLearn More
    All 5 steps in this procedure
    1. Navigate to Payments > Invoices & Estimates.
    2. Click New > New Invoice.
    3. Configure your invoice with details (items, prices, customer info).
    4. Click Save.
    5. Finally, click Send. this image

Next, you can:

  • Explore adding payment plans to help your customers.
  • Set up recurring invoices for ongoing services.

Learn More

Edit General Invoice Settings

Customizing your invoices makes your brand stand out and ensures clarity. Here's how to make your invoices uniquely yours:

  1. Navigate to Payments > Invoices & Estimates.
  2. Click the Settings (gear icon).
    Step 2 of 4: Click the Settings (gear icon) What this shows Step 2 of 4: Click the Settings (gear icon). What this shows Shows what to click for step 2 of 4 in the "Edit General Invoice Settings" section of "Getting Started - Create and Send Invoices". This screenshot accompanies step 2 of 4 in the "Edit General Invoice Settings" section of "Getting Started - Create and Send Invoices". At this point in the walkthrough you click the Settings (gear icon). For context, this section explains: Customizing your invoices makes your brand stand out and ensures clarity. Here's how to make your invoices uniquely yours. The navigation path used here is Payments > Invoices. This part of the guide covers 3 fields, listed below. The next step is to adjust your general settings (add your logo, company info, default payment terms). Step 2 of 4Path: Payments > InvoicesImage 3 of 5 What to clickClick the Settings (gear icon).
    Fields in this part of the guide How to Edit Recurring InvoicesEditing of Payment Schedules and Partially Paid InvoicesHow to Use Invoices in the Mobile App
    Buttons and menus referenced Settings (gear icon)Payments > Invoices & EstimatesgeneralSaveLearn More
    Next stepAdjust your general settings (add your logo, company info, default payment terms).
    All 4 steps in this procedure
    1. Navigate to Payments > Invoices & Estimates.
    2. Click the Settings (gear icon). this image
    3. Adjust your general settings (add your logo, company info, default payment terms).
    4. When you're satisfied, click Save.
  3. Adjust your general settings (add your logo, company info, default payment terms).
  4. When you're satisfied, click Save.
    Step 4 of 4: When you're satisfied, click Save What this shows Step 4 of 4: When you're satisfied, click Save. What this shows Shows how to confirm for step 4 of 4 in the "Edit General Invoice Settings" section of "Getting Started - Create and Send Invoices". This screenshot accompanies step 4 of 4 in the "Edit General Invoice Settings" section of "Getting Started - Create and Send Invoices". At this point in the walkthrough you when you're satisfied, click Save. For context, this section explains: Customizing your invoices makes your brand stand out and ensures clarity. Here's how to make your invoices uniquely yours. The navigation path used here is Payments > Invoices. This part of the guide covers 3 fields, listed below. Step 4 of 4Path: Payments > InvoicesImage 4 of 5 How to confirmWhen you're satisfied, click Save.
    Fields in this part of the guide How to Edit Recurring InvoicesEditing of Payment Schedules and Partially Paid InvoicesHow to Use Invoices in the Mobile App
    Buttons and menus referenced SavePayments > Invoices & EstimatesSettings (gear icon)generalLearn More
    All 4 steps in this procedure
    1. Navigate to Payments > Invoices & Estimates.
    2. Click the Settings (gear icon).
    3. Adjust your general settings (add your logo, company info, default payment terms).
    4. When you're satisfied, click Save. this image

Next, you can:

  • Set up recurring invoices to streamline regular billing.
  • Adjust your payment schedules to manage partial payments smoothly.

Learn More

Manage Invoice

Keeping track of your invoices helps you stay organized and ensures timely payments. Here's how to quickly manage your existing invoices:

  1. Navigate to Payments > Invoices & Estimates.
  2. Find the invoice you're looking for in the invoice list.
  3. Review its status (e.g., Draft, Sent, Paid).
    Step 3 of 3: Review its status (e.g., Draft, Sent, Paid) What this shows Step 3 of 3: Review its status (e.g., Draft, Sent, Paid). What this shows Shows what this covers for step 3 of 3 in the "Manage Invoice" section of "Getting Started - Create and Send Invoices". This screenshot accompanies step 3 of 3 in the "Manage Invoice" section of "Getting Started - Create and Send Invoices". At this point in the walkthrough you review its status (e.g., Draft, Sent, Paid). The navigation path used here is Payments > Invoices. Step 3 of 3Path: Payments > InvoicesImage 5 of 5 What this coversReview its status (e.g., Draft, Sent, Paid).
    Buttons and menus referenced Payments > Invoices & Estimates
    All 3 steps in this procedure
    1. Navigate to Payments > Invoices & Estimates.
    2. Find the invoice you're looking for in the invoice list.
    3. Review its status (e.g., Draft, Sent, Paid). this image

Next, you can:

  • Follow up with customers directly from the invoice view.
  • Create new estimates or invoices based on previous ones.

Happy invoicing!

Frequently Asked Questions

Q: Why is my logo missing on older invoices, but shows up on new ones?

Your logo is missing because the original image file was deleted from your Media Library.

Invoices pull the logo from its original file location. If you delete that file, the link breaks for all existing invoices.

How to Fix It:

  • For New Invoices: The system is fine; it's using the current logo from your settings.

  • For Unpaid Invoices: Upload a new logo to your Media Library and make sure your Business Details are updated with this new image. The logo will reappear on these.

  • For Paid Invoices: The logo cannot be fixed because paid records cannot be edited. You would have to manually add the logo to the PDF if you need to resend a receipt.

Reference: Business Profile Settings - General Information

Q: I'm unable to enter text for my Terms & Conditions or notes in the invoice editor; only the formatting toolbar (Bold, Italic, etc.) is displayed. How do I fix it?

This issue is a local browser error that happens when the text editor fails to load correctly, usually due to a conflict with old data (cache and cookies) stored in your web browser.

To fix the missing text box:

  1. Fully clear the cache and cookies in your web browser.

  2. Close all tabs, then log back into your GHL Customer Care account.

  3. The text editor should now load correctly, allowing you to input your terms and conditions.

Q: My invoice says "Sent," but the client or agent never got it. What's wrong and how do I fix it?

Issues with email sending often stem from browser-related problems rather than system malfunctions. Specifically, outdated cached data and cookies in your web browser can create errors, leading to a false indication that an email has been sent.

To resolve this:

  1. Instruct the team member to clear their browser's cache and cookies.

  2. Have them log out and then log back into their account.

  3. Attempt to resend the estimate.

If the problem persists, please contact support, as it may indicate a more significant issue with your email sending domain.


Frequently asked questions

Q: Why is my logo missing on older invoices, but shows up on new ones?
Your logo is missing because the original image file was deleted from your Media Library. Invoices pull the logo from its original file location. If you delete that file, the link breaks for all existing invoices. How to Fix It: For New Invoices: The system is fine; it's using the current logo from your settings. For Unpaid Invoices: Upload a new logo to your Media Library and make sure your Business Details are updated with this new image. The logo will reappear on these. For Paid Invoices: The logo cannot be fixed because paid records cannot be edited. You would have to manually add the logo to the PDF if you need to resend a receipt. Reference: Business Profile Settings - General Information Q: I'm unable to enter text for my Terms & Conditions or notes in the invoice editor; only the formatting toolbar (Bold, Italic, etc.) is displayed. How do I fix it? This issue is a local…

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