How to send your first Invoice using GHL Customer Care?

Invoicing is a critical part of any business, helping you track revenue and ensuring you are paid promptly for your work. You can easily create and…

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Overview
Setting up for creating an invoice
Invoice received
Estimate Received
Invoice payment successful
Invoice payment failed
Auto payment information
Auto payment amount changed
Auto payment failed
Invoice payment successful
Invoice payment failed
Auto payment failed
Auto payment skipped
The invoice could not be sent
Estimate accepted successfully
Estimate declined successfully
How to Create your invoice
Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices.
How to add a discount to your invoice
How to add taxes to your invoice
How to add Payment Schedule
Custom payment provider support
How to add Additional options
How to Send Invoice
How to Get the Invoice Link
Q: Why is my logo missing on older invoices, but shows up on new ones?
Q: Why is the invoice not sent immediately?If the system says the invoice will arrive “in one day” even though the due date is set to today, check the following:
Q: How can I send an invoice to multiple recipients?By default, invoices are sent only to the primary email address on the contact. To send it to additional recipients, click Send and use the CC option to add another email address before sending.
Q: How can I collect a client’s credit card details before a future invoice date?Scheduled invoices do not collect credit card details until they are sent on the due date. The system only saves (“vaults”) a card when a transaction or authorization happens. If an invoice is scheduled for a future date (e.g., February 1st), it is not sent yet, so the client has no way to enter their card details.
To collect card details in advance:
Add a small setup fee (recommended):Add a one-time setup fee (e.g., $1). The invoice is sent immediately, the client pays the small amount, and their card is saved for the future charge.
Use a trial period:Start the recurring invoice today and add a trial period that ends on the billing date. The client enters their card to start the trial, and the full charge happens when the trial ends.
Use a zero-dollar order form:Create an order form that collects credit card details without charging. Once the card is saved, enable auto-payment on the future invoice.

Invoicing is a critical part of any business, helping you track revenue and ensuring you are paid promptly for your work. You can easily create and manage invoices directly within the GHL Customer Care system.

TABLE OF CONTENTS

Overview
Setting up for creating an invoice
How to Create your invoice
How to add a discount to your invoice
How to add taxes to your invoice
How to add Payment Schedule
Custom payment provider support
How to add Additional options
How to Send Invoice
How to Get the Invoice Link
Frequently Asked Questions (FAQ's)

Overview

You can now send invoices to your customers/clients using the Products you have created in your sub-account or by simply typing things within the invoice. There are two types of invoices available

Invoices &
Recurring invoices (How to Edit Recurring Invoices)

Feature	One-Time Invoice	Recurring Invoice
Product Type	One-Time Products	Recurring products
Backdating	✅ Yes (Issue Date)	❌ No (Starts current/future)
Automation	Send once, then done.	Automatically generates every month.
Best For	Fixes, Setup Fees, One-offs.	Standard monthly retainers.

In this article we are going to see how to create an invoice.

If you are using invoicing without Stripe Connect, please see this guide : Using invoices for recording manual payments without Stripe Connect. The limitation is that you will need to manually record the payments.

Setting up for creating an invoice

Before creating an Invoice it is important to setup Global invoices Defaults (Optional, but Recommended) which enables all the features that we would like to use in the invoice.
Go to the Payments tab and select the Invoices & Estimates tab and select All Invoices from the dropdown.

Click on the "Settings" button (within the Invoices tab) to customize the following defaults:

Business Information:

Add your Business Logo, Name, Phone No., Address, and Website.

Setting up for creating an invoice (image 2 of 48) What this shows Add your Business Logo, Name, Phone No., Address, and Website. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Add your Business Logo, Name, Phone No., Address, and Website. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: You can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on " Save ". Image 2 of 48 What this coversAdd your Business Logo, Name, Phone No., Address, and Website.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepYou can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on " Save "
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

You can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on "Save"

Setting up for creating an invoice (image 3 of 48) What this shows You can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on "… What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: You can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on " Save ". This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Specify the Email ID and Name from which the invoice should be sent to the customer and click on " Save ". Image 3 of 48 What to chooseYou can also add custom information using the "+ Add custom value" option and select the required value from the dropdown and click on " Save "
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepSpecify the Email ID and Name from which the invoice should be sent to the customer and click on " Save ".
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Email Configurations:

Specify the Email ID and Name from which the invoice should be sent to the customer and click on "Save".

Setting up for creating an invoice (image 4 of 48) What this shows Specify the Email ID and Name from which the invoice should be sent to the customer and click on " Save ". What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Specify the Email ID and Name from which the invoice should be sent to the customer and click on " Save ". This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: We can edit the Invoice & Estimate's Title, Terms. Image 4 of 48 How to confirmSpecify the Email ID and Name from which the invoice should be sent to the customer and click on " Save ".
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepWe can edit the Invoice & Estimate's Title, Terms,
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Title, Terms and Layout:

We can edit the Invoice & Estimate's Title, Terms,

Setting up for creating an invoice (image 5 of 48) What this shows We can edit the Invoice & Estimate's Title, Terms, What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: We can edit the Invoice & Estimate's Title, Terms. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: And also customize the invoice layout and labels by clicking on "Customize Layout" and click on save. Image 5 of 48 What this coversWe can edit the Invoice & Estimate's Title, Terms,
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepAnd also customize the invoice layout and labels by clicking on "Customize Layout" and click on save.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

And also customize the invoice layout and labels by clicking on "Customize Layout" and click on save.

Note: Customizing Invoice Layouts - how to customize invoices through changing button colors and text, renaming sections, and editting line-item labels. Use these tools to create professional, on-brand invoices your clients trust.

Setting up for creating an invoice (image 6 of 48) What this shows Note: Customizing Invoice Layouts - how to customize invoices through changing button colors and text, renaming sections, and editting… What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Note: Customizing Invoice Layouts - how to customize invoices through changing button colors and text, renaming sections, and editting line-item labels. Use these tools to create professional, on-brand invoices your clients trust. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Under Payment settings you can edit and enable the below. Image 6 of 48 What this coversNote: Customizing Invoice Layouts - how to customize invoices through changing button colors and text, renaming sections, and editting line-item labels. Use these tools to create professional, on-brand invoices your clients trust.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepUnder Payment settings you can edit and enable the below
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Payment Settings:

Under Payment settings you can edit and enable the below

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Setting up for creating an invoice (image 7 of 48) What this shows Set Invoice due after days Set Invoice Prefix Manage Default stripe Payment Methods for invoice - Click on Manage What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Set Invoice due after days Set Invoice Prefix Manage Default stripe Payment Methods for invoice - Click on Manage. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Here you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling the toggles and click on save. Image 7 of 48 What to clickSet Invoice due after days Set Invoice Prefix Manage Default stripe Payment Methods for invoice - Click on Manage
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepHere you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling the toggles and click on save.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Here you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling the toggles and click on save.

Setting up for creating an invoice (image 8 of 48) What this shows Here you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling… What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Here you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling the toggles and click on save. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Enable Partial payments and set minimum percentage amount to be paid in each payment How to Use Partial Payment for Invoices Enable option to charge late fees. Image 8 of 48 How to confirmHere you can restrict if you want to allow customers to pay via All valid payment methods or Bank transfer only by enabling and disabling the toggles and click on save.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepEnable Partial payments and set minimum percentage amount to be paid in each payment How to Use Partial Payment for Invoices Enable option to charge late fees
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Enable Partial payments and set minimum percentage amount to be paid in each paymentHow to Use Partial Payment for Invoices
Enable option to charge late fees

Setting up for creating an invoice (image 9 of 48) What this shows Enable Partial payments and set minimum percentage amount to be paid in each payment How to Use Partial Payment for Invoices Enable option… What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Enable Partial payments and set minimum percentage amount to be paid in each payment How to Use Partial Payment for Invoices Enable option to charge late fees. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Click on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount. Image 9 of 48 What this coversEnable Partial payments and set minimum percentage amount to be paid in each payment How to Use Partial Payment for Invoices Enable option to charge late fees
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepClick on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Click on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount.

Flat fees &
Percentage

Setting up for creating an invoice (image 10 of 48) What this shows Click on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Click on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: You can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save. Image 10 of 48 What to chooseClick on Manage you will get a Pop-up window to Manage Late fees where you can select the types between the below for the remaining amount.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepYou can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

You can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save.

Setting up for creating an invoice (image 11 of 48) What this shows You can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: You can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Enable Tip payments and set the Tip percentage values. and click on Save. Image 11 of 48 How to confirmYou can mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees and click on save.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepEnable Tip payments and set the Tip percentage values. and click on Save
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Enable Tip payments and set the Tip percentage values. and click on Save

Setting up for creating an invoice (image 12 of 48) What this shows Enable Tip payments and set the Tip percentage values. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Enable Tip payments and set the Tip percentage values. and click on Save. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: We have options to enable importing Product description and make them optional. Image 12 of 48 How to confirmEnable Tip payments and set the Tip percentage values. and click on Save
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepWe have options to enable importing Product description and make them optional
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Product Settings:

We have options to enable importing Product description and make them optional

Setting up for creating an invoice (image 13 of 48) What this shows We have options to enable importing Product description and make them optional What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: We have options to enable importing Product description and make them optional. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Invoice reminders are applied to all one-time and recurring invoices where Automatic Payment is disabled and a payment schedule doesn't exist. Image 13 of 48 What this coversWe have options to enable importing Product description and make them optional
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepInvoice reminders are applied to all one-time and recurring invoices where Automatic Payment is disabled and a payment schedule doesn't exist.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Reminder Settings:

Invoice reminders are applied to all one-time and recurring invoices where Automatic Payment is disabled and a payment schedule doesn't exist.

By default you will have one reminder for which we can modify the

Email & SMS Template which you can modify and preview
Edit the Subject line for the Reminder Email
Set Reminder Frequencies
Set Business Hours
and which timezone we need to send the reminder

You can also send multiple reminder. To add Reminders click on "Add another Reminder" and click on "Save".

When you create an invoice, check the expiry date if it is less than 3 days, disable the 3-day reminder manually for that invoice. In the Invoice editor, scroll to the reminder list and uncheck or remove the reminder that says 3 days before.

Setting up for creating an invoice (image 14 of 48) What this shows When you create an invoice, check the expiry date if it is less than 3 days, disable the 3-day reminder manually for that invoice. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: When you create an invoice, check the expiry date if it is less than 3 days, disable the 3-day reminder manually for that invoice. In the Invoice editor, scroll to the reminder list and uncheck or remove the reminder that says 3 days before. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: We can add custom fields by selecting "+Add Custom Field". Image 14 of 48 What this coversWhen you create an invoice, check the expiry date if it is less than 3 days, disable the 3-day reminder manually for that invoice. In the Invoice editor, scroll to the reminder list and uncheck or remove the reminder that says 3 days before.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepWe can add custom fields by selecting "+Add Custom Field".
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Billing Custom Fields:

We can add custom fields by selecting "+Add Custom Field".

Setting up for creating an invoice (image 15 of 48) What this shows We can add custom fields by selecting "+Add Custom Field". What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: We can add custom fields by selecting "+Add Custom Field". This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Select the required custom field from the dropdown and click on save. You can see the preview on the right side. Image 15 of 48 What this coversWe can add custom fields by selecting "+Add Custom Field".
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepSelect the required custom field from the dropdown and click on save. You can see the preview on the right side.
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Select the required custom field from the dropdown and click on save. You can see the preview on the right side.

Setting up for creating an invoice (image 16 of 48) What this shows Select the required custom field from the dropdown and click on save. What this shows Illustrates the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Setting up for creating an invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Select the required custom field from the dropdown and click on save. You can see the preview on the right side. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: When you click on the Notification dropdown there are 2 types of notifications available. Image 16 of 48 What to chooseSelect the required custom field from the dropdown and click on save. You can see the preview on the right side.
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepWhen you click on the Notification dropdown there are 2 types of notifications available
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Notifications:

When you click on the Notification dropdown there are 2 types of notifications available

Customer Notification

Under Customer Notification you will be able to enable and Manage the Email template, subject line and SMS template for the below

Invoice received
Estimate Received
Invoice payment successful
Invoice payment failed
Auto payment information
Auto payment amount changed
Auto payment failed

Auto payment failed (image 17 of 48) What this shows Invoice received Estimate Received Invoice payment successful Invoice payment failed Auto payment information Auto payment amount changed… What this shows Illustrates the "Auto payment failed" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Auto payment failed" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Invoice received Estimate Received Invoice payment successful Invoice payment failed Auto payment information Auto payment amount changed Auto payment failed. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Under Team Notification you will be able to enable and Manage the Email template and the subject line for the below. Image 17 of 48 What this coversInvoice received Estimate Received Invoice payment successful Invoice payment failed Auto payment information Auto payment amount changed Auto payment failed
Fields in this part of the guide We can edit the Invoice & Estimate's Title, Terms,Enable option to charge late feesFlat fees &PercentageEmail & SMS Template which you can modify and previewand which timezone we need to send the reminderCustomer NotificationInvoice receivedEstimate ReceivedInvoice payment successfulInvoice payment failedAuto payment information

Buttons and menus referenced "Settings""+ Add custom value"SaveEmail ID and NameManagesave
Next stepUnder Team Notification you will be able to enable and Manage the Email template and the subject line for the below
Example values
Email & SMS Template which you can modify and preview
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure

Set Invoice due after days
Set Invoice Prefix
Manage Default stripe Payment Methods for invoice - Click on Manage

Team Notification

Under Team Notification you will be able to enable and Manage the Email template and the subject line for the below

Invoice payment successful
Invoice payment failed
Auto payment failed
Auto payment skipped
The invoice could not be sent
Estimate accepted successfully
Estimate declined successfully

Estimate declined successfully (image 18 of 48) What this shows Invoice payment successful Invoice payment failed Auto payment failed Auto payment skipped The invoice could not be sent Estimate accepted… What this shows Illustrates the "Estimate declined successfully" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Estimate declined successfully" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Invoice payment successful Invoice payment failed Auto payment failed Auto payment skipped The invoice could not be sent Estimate accepted successfully Estimate declined successfully. Immediately after, the guide continues: Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. Image 18 of 48 What this coversInvoice payment successful Invoice payment failed Auto payment failed Auto payment skipped The invoice could not be sent Estimate accepted successfully Estimate declined successfully Next stepGo to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices.

How to Create your invoice

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 19 of 48) What this shows Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. Immediately after, the guide continues: Click on "+ New" and select New invoice from the dropdown. Image 19 of 48 Where to goGo to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepClick on "+ New" and select New invoice from the dropdown.

Click on "+ New" and select New invoice from the dropdown.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 20 of 48) What this shows Click on "+ New" and select New invoice from the dropdown. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Click on "+ New" and select New invoice from the dropdown. Immediately after, the guide continues: Client & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates. Image 20 of 48 What to chooseClick on "+ New" and select New invoice from the dropdown.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepClient & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates.

Client & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 21 of 48) What this shows Client & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Client & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates. Immediately after, the guide continues: And Edit the Business information by clicking on edit and then save. Image 21 of 48 What this coversClient & Schedule: You can add the client and edit the Invoice number, Issue date, and Due dates.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepAnd Edit the Business information by clicking on edit and then save.

And Edit the Business information by clicking on edit and then save.

This information will be appearing in the invoice.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 22 of 48) What this shows This information will be appearing in the invoice. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: This information will be appearing in the invoice. Immediately after, the guide continues: Add Prod ucts: Click "Add an item" to add the products you have created in your Products tab. Image 22 of 48 What this coversThis information will be appearing in the invoice.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepAdd Prod ucts: Click "Add an item" to add the products you have created in your Products tab.

Add Products: Click "Add an item" to add the products you have created in your Products tab.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 23 of 48) What this shows Add Prod ucts: Click "Add an item" to add the products you have created in your Products tab. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Add Prod ucts: Click "Add an item" to add the products you have created in your Products tab. Immediately after, the guide continues: Once a product is added, you can edit the price and quantity directly on the invoice line item. Image 23 of 48 What to clickAdd Prod ucts: Click "Add an item" to add the products you have created in your Products tab.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepOnce a product is added, you can edit the price and quantity directly on the invoice line item.

Once a product is added, you can edit the price and quantity directly on the invoice line item.

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices. (image 24 of 48) What this shows Once a product is added, you can edit the price and quantity directly on the invoice line item. What this shows Illustrates the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices." section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Once a product is added, you can edit the price and quantity directly on the invoice line item. Immediately after, the guide continues: You can add a discount to an invoice by clicking the "Add discount" icon located below the subtotal. Image 24 of 48 What this coversOnce a product is added, you can edit the price and quantity directly on the invoice line item.
Buttons and menus referenced PaymentsInvoices & EstimatesAll InvoicesNew invoicesaveAdd Products"Add an item"Productsedit the price and quantity
Next stepYou can add a discount to an invoice by clicking the "Add discount" icon located below the subtotal.

How to add a discount to your invoice

You can add a discount to an invoice by clicking the "Add discount" icon located below the subtotal.

Choose between flat dollar amount or a percentage discount.
Mention the value and click on Save

How to add a discount to your invoice (image 25 of 48) What this shows Choose between flat dollar amount or a percentage discount. What this shows Illustrates the "How to add a discount to your invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add a discount to your invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Choose between flat dollar amount or a percentage discount. Mention the value and click on Save. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Taxes needs to be managed in 2 steps, globally & on the invoice. Image 25 of 48 What to chooseChoose between flat dollar amount or a percentage discount. Mention the value and click on Save
Fields in this part of the guide Mention the value and click on Save

Buttons and menus referenced "Add discount"flat dollar amountpercentageSave
Next stepTaxes needs to be managed in 2 steps, globally & on the invoice.

All 2 steps in this procedure

Choose between flat dollar amount or a percentage discount.
Mention the value and click on Save

How to add taxes to your invoice

Taxes needs to be managed in 2 steps, globally & on the invoice.

Global Tax Setup

Go to Settings (on the Left Pane) and select Taxes.
Select whether you want to include the taxes in the purchase price or add them separately.
To add taxes manually, click "Add tax" or "Create Tax" and define the rate.
For automatic tax collection, enable Automatic Tax, select the Tax category, and add the eligible locations.

Global Tax Setup (image 27 of 48) What this shows Go to Settings (on the Left Pane) and select Taxes. What this shows Illustrates the "Global Tax Setup" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Global Tax Setup" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Go to Settings (on the Left Pane) and select Taxes. Select whether you want to include the taxes in the purchase price or add them separately. To add taxes manually, click "Add tax" or "Create Tax" and define the rate. For automatic tax collection, enable Automatic Tax, select the Tax category…. Immediately after, the guide continues: Click on "Add Tax" below the discount area and select to add tax manually or automatically. Image 27 of 48 Where to goGo to Settings (on the Left Pane) and select Taxes. Select whether you want to include the taxes in the purchase price or add them separately. To add taxes manually, click "Add tax" or "Create Tax" and define the rate. For automatic tax collection, enable Automatic Tax, select the Tax category, and add the eligible locations. Next stepClick on "Add Tax" below the discount area and select to add tax manually or automatically.

Global Tax Setup (image 28 of 48) What this shows Go to Settings (on the Left Pane) and select Taxes. What this shows Illustrates the "Global Tax Setup" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Global Tax Setup" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Go to Settings (on the Left Pane) and select Taxes. Select whether you want to include the taxes in the purchase price or add them separately. To add taxes manually, click "Add tax" or "Create Tax" and define the rate. For automatic tax collection, enable Automatic Tax, select the Tax category…. Immediately after, the guide continues: Click on "Add Tax" below the discount area and select to add tax manually or automatically. Image 28 of 48 Where to goGo to Settings (on the Left Pane) and select Taxes. Select whether you want to include the taxes in the purchase price or add them separately. To add taxes manually, click "Add tax" or "Create Tax" and define the rate. For automatic tax collection, enable Automatic Tax, select the Tax category, and add the eligible locations. Next stepClick on "Add Tax" below the discount area and select to add tax manually or automatically.

Applying Tax to the Invoice

Click on "Add Tax" below the discount area and select to add tax manually or automatically.

You can also use the "Enable tax automatically" toggle located above the products list.

Applying Tax to the Invoice (image 30 of 48) What this shows You can also use the "Enable tax automatically" toggle located above the products list. What this shows Illustrates the "Applying Tax to the Invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Applying Tax to the Invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: You can also use the "Enable tax automatically" toggle located above the products list. Immediately after, the guide continues: Click on Add Payment Schedule you will get a pop-up box. Image 30 of 48 What to chooseYou can also use the "Enable tax automatically" toggle located above the products list.
Buttons and menus referenced "Add Tax""Enable tax automatically"
Next stepClick on Add Payment Schedule you will get a pop-up box.

How to add Payment Schedule

Click on Add Payment Schedule you will get a pop-up box.

There are 2 types of Payment Schedules available

Percentage &
Fixed Amount

Enter the Percentage/Amount and due date for the payments and click on save.

How to add Payment Schedule (image 32 of 48) What this shows Enter the Percentage/Amount and due date for the payments and click on save. What this shows Illustrates the "How to add Payment Schedule" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Payment Schedule" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Enter the Percentage/Amount and due date for the payments and click on save. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: By Default 2 Payments will be added, to add additional Payments click on Add Payment. Image 32 of 48 What to fill inEnter the Percentage/Amount and due date for the payments and click on save.
Fields in this part of the guide There are 2 types of Payment Schedules availablePercentage &Fixed Amount

Buttons and menus referenced Add Payment Schedulesave.Add Payment.
Next stepBy Default 2 Payments will be added, to add additional Payments click on Add Payment.

All 2 steps in this procedure

Percentage &
Fixed Amount

By Default 2 Payments will be added, to add additional Payments click on Add Payment.

How to add Payment Schedule (image 33 of 48) What this shows By Default 2 Payments will be added, to add additional Payments click on Add Payment. What this shows Illustrates the "How to add Payment Schedule" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Payment Schedule" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: By Default 2 Payments will be added, to add additional Payments click on Add Payment. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Invoices support the following features when you use a supported custom payment provider. Image 33 of 48 What to clickBy Default 2 Payments will be added, to add additional Payments click on Add Payment.
Fields in this part of the guide There are 2 types of Payment Schedules availablePercentage &Fixed Amount

Buttons and menus referenced Add Payment Schedulesave.Add Payment.
Next stepInvoices support the following features when you use a supported custom payment provider:

All 2 steps in this procedure

Percentage &
Fixed Amount

Custom payment provider support

Invoices support the following features when you use a supported custom payment provider:

Payment schedules: Enable scheduled invoice payments and view or manage upcoming scheduled payments from the invoice.

Custom payment provider support (image 34 of 48) What this shows Payment schedules: Enable scheduled invoice payments and view or manage upcoming scheduled payments from the invoice. What this shows Illustrates the "Custom payment provider support" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Custom payment provider support" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Payment schedules: Enable scheduled invoice payments and view or manage upcoming scheduled payments from the invoice. Immediately after, the guide continues: Partial payments: Accept partial invoice payments when supported by the payment provider. You can track payment history and outstanding balances. Image 34 of 48 What this coversPayment schedules: Enable scheduled invoice payments and view or manage upcoming scheduled payments from the invoice. Next stepPartial payments: Accept partial invoice payments when supported by the payment provider. You can track payment history and outstanding balances.

Partial payments: Accept partial invoice payments when supported by the payment provider. You can track payment history and outstanding balances.

Tips: Customers can add a tip when paying through a supported custom payment provider.

Custom payment provider support (image 35 of 48) What this shows Tips: Customers can add a tip when paying through a supported custom payment provider. What this shows Illustrates the "Custom payment provider support" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "Custom payment provider support" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Tips: Customers can add a tip when paying through a supported custom payment provider. Immediately after, the guide continues: Late fees: Automatic late fee calculation is supported for overdue invoice payments made through custom payment providers. Image 35 of 48 What this coversTips: Customers can add a tip when paying through a supported custom payment provider. Next stepLate fees: Automatic late fee calculation is supported for overdue invoice payments made through custom payment providers.

Late fees: Automatic late fee calculation is supported for overdue invoice payments made through custom payment providers.

Note: Feature availability depends on the custom payment provider.

How to add Additional options

Use the "Additional Options" section on the invoice to enable specific terms or fees:

Terms & Conditions: Add your full terms of service for the client to review.

How to add Additional options (image 36 of 48) What this shows Terms & Conditions: Add your full terms of service for the client to review. What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Terms & Conditions: Add your full terms of service for the client to review. Immediately after, the guide continues: Charge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees. Image 36 of 48 What this coversTerms & Conditions: Add your full terms of service for the client to review.
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepCharge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees

Charge Late Fees: The late fee can be charged as a percentage or a flat fee. Mention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees

How to add Additional options (image 37 of 48) What this shows Charge Late Fees: The late fee can be charged as a percentage or a flat fee. What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Charge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees. Immediately after, the guide continues: Charge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible…. Image 37 of 48 What this coversCharge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepCharge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible once the customer clicks "Pay."

How to add Additional options (image 38 of 48) What this shows Charge Late Fees: The late fee can be charged as a percentage or a flat fee. What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Charge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees. Immediately after, the guide continues: Charge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible…. Image 38 of 48 What this coversCharge Late Fees: The late fee can be charged as a percentage or a flat fee. M ention the percentage/Amount, set intervals, grace period and maximum amount which can be collected as late fees
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepCharge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible once the customer clicks "Pay."

Charge Processing Fee & Include Tipping: Mention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible once the customer clicks "Pay."

How to add Additional options (image 39 of 48) What this shows Charge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Charge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible once the customer clicks "Pay.". Immediately after, the guide continues: Add Attachment: This file will be added to the invoice email sent to the customer. Image 39 of 48 What this coversCharge Processing Fee & Include Tipping: M ention the percentage of handling fee and the percentage range of the Tipping need to be collected. Processing fees do not appear on the invoice editor or initial preview; they are only visible once the customer clicks "Pay."
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepAdd Attachment: This file will be added to the invoice email sent to the customer.

Add Attachment: This file will be added to the invoice email sent to the customer.

How to add Additional options (image 40 of 48) What this shows Add Attachment: This file will be added to the invoice email sent to the customer. What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Add Attachment: This file will be added to the invoice email sent to the customer. Immediately after, the guide continues: Note: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the Payment settings under the main "Settings" button in the Invoices & Estimates tab. Image 40 of 48 What this coversAdd Attachment: This file will be added to the invoice email sent to the customer.
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepNote: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the Payment settings under the main "Settings" button in the Invoices & Estimates tab.

Note: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the Payment settings under the main "Settings" button in the Invoices & Estimates tab.

How to add Additional options (image 41 of 48) What this shows Note: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the… What this shows Illustrates the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to add Additional options" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Note: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the Payment settings under the main "Settings" button in the Invoices & Estimates tab. Immediately after, the guide continues: Before sending the invoice you can save the invoice by clicking on the save button. Image 41 of 48 What this coversNote: To allow Partial payments, collect late charge fees, and allow Tip payments, the corresponding options must be enabled in the Payment settings under the main "Settings" button in the Invoices & Estimates tab.
Buttons and menus referenced "Additional Options"percentageflat feeneed to be collectednotPartial paymentslate charge feesTip paymentsmust be enabledPayment settings"Settings"Invoices & Estimates
Next stepBefore sending the invoice you can save the invoice by clicking on the save button

How to Send Invoice

Before sending the invoice you can save the invoice by clicking on the save button

And when you click on the 3dots next to the Save option you can Preview the invoice , Manage Payment methods and edit global invoice settings.
The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure.
To view the accurate final invoice layout, use one of the following:
- Three dots → Preview, or
- After sending an invoice: Contact → Email → View Invoice
The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable.
When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.

How to Send Invoice (image 43 of 48) What this shows And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings. What this shows Illustrates the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings. The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure. To view the…. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: When you click on the small downward arrow in send you get an option to copy the invoice and mark as sent. Image 43 of 48 How to confirmAnd when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings. The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure. To view the accurate final invoice layout, use one of the following: The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable. When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.
Fields in this part of the guide Three dots → Preview, orAfter sending an invoice: Contact → Email → View Invoice

Buttons and menus referenced not a WYSIWYG previewThree dots → PreviewContact → Email → View Invoicenew browser tabSave
Next stepWhen you click on the small downward arrow in send you get an option to copy the invoice and mark as sent.

All 5 steps in this procedure

And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings.
The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure.
To view the accurate final invoice layout, use one of the following:
The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable.
When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.

When you click on the small downward arrow in send you get an option to copy the invoice and mark as sent.

Clicking this button moves the invoice from Draft to Sent status and immediately copies the live, dynamic payment link to the clipboard, ready to be pasted into any email template.

How to Send Invoice (image 44 of 48) What this shows Clicking this button moves the invoice from Draft to Sent status and immediately copies the live, dynamic payment link to the clipboard… What this shows Illustrates the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Clicking this button moves the invoice from Draft to Sent status and immediately copies the live, dynamic payment link to the clipboard, ready to be pasted into any email template. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: When you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by clicking on the mail preview, below Email Template. Image 44 of 48 What this coversClicking this button moves the invoice from Draft to Sent status and immediately copies the live, dynamic payment link to the clipboard, ready to be pasted into any email template.
Fields in this part of the guide Three dots → Preview, orAfter sending an invoice: Contact → Email → View Invoice

Buttons and menus referenced not a WYSIWYG previewThree dots → PreviewContact → Email → View Invoicenew browser tabSave
Next stepWhen you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by clicking on the mail preview, below Email Template.

All 5 steps in this procedure

And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings.
The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure.
To view the accurate final invoice layout, use one of the following:
The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable.
When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.

When you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by clicking on the mail preview, below Email Template.

How to Send Invoice (image 45 of 48) What this shows When you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by… What this shows Illustrates the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: When you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by clicking on the mail preview, below Email Template. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Once you edit the elements you can see a preview and save the Template. Image 45 of 48 What to clickWhen you click on send you get options to edit Invoice name, Send as Email or text or both, and you can edit the Email elements by clicking on the mail preview, below Email Template.
Fields in this part of the guide Three dots → Preview, orAfter sending an invoice: Contact → Email → View Invoice

Buttons and menus referenced not a WYSIWYG previewThree dots → PreviewContact → Email → View Invoicenew browser tabSave
Next stepOnce you edit the elements you can see a preview and save the Template.

All 5 steps in this procedure

And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings.
The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure.
To view the accurate final invoice layout, use one of the following:
The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable.
When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.

Once you edit the elements you can see a preview and save the Template.

How to Send Invoice (image 46 of 48) What this shows Once you edit the elements you can see a preview and save the Template. What this shows Illustrates the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to Send Invoice" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Once you edit the elements you can see a preview and save the Template. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Under Additional options you can set it to Test or Live mode, and click on Save. Image 46 of 48 How to confirmOnce you edit the elements you can see a preview and save the Template.
Fields in this part of the guide Three dots → Preview, orAfter sending an invoice: Contact → Email → View Invoice

Buttons and menus referenced not a WYSIWYG previewThree dots → PreviewContact → Email → View Invoicenew browser tabSave
Next stepUnder Additional options you can set it to Test or Live mode, and click on Save

All 5 steps in this procedure

And when you click on the 3dots next to the Save option you can Preview the invoice, Manage Payment methods and edit global invoice settings.
The invoice editor’s right-side preview is not a WYSIWYG preview. It displays placeholder sample data meant only to show layout structure.
To view the accurate final invoice layout, use one of the following:
The accurate preview will show the full invoice as recipients will see it, including proper formatting such as single-line item names when applicable.
When opening the full preview, it launches in a new browser tab. Return to the editor by switching back to the original tab.

Under Additional options you can set it to Test or Live mode, and click on Save

How to Get the Invoice Link

You can send the invoice link through Outlook or any external email platform:

Go to the invoice.
Click the three-dot menu next to the invoice for which you need to copy the link.

How to Get the Invoice Link (image 48 of 48) What this shows Go to the invoice. What this shows Illustrates the "How to Get the Invoice Link" section of "How to send your first Invoice using GHL Customer Care?". This screenshot appears in the "How to Get the Invoice Link" section of "How to send your first Invoice using GHL Customer Care?". The text alongside this image reads: Go to the invoice. Click the three-dot menu next to the invoice for which you need to copy the link. Immediately after, the guide continues: Choose Copy Link. Paste this link directly into your Outlook email. Image 48 of 48 Where to goGo to the invoice. Click the three-dot menu next to the invoice for which you need to copy the link.
Buttons and menus referenced Outlook or any external email platformthree-dot menuCopy Linkdownload the invoice as a PDF
Next stepChoose Copy Link. Paste this link directly into your Outlook email.

All 2 steps in this procedure

Go to the invoice.
Click the three-dot menu next to the invoice for which you need to copy the link.

Choose Copy Link.
Paste this link directly into your Outlook email.

You can also download the invoice as a PDF and attach it to your email if you prefer.

Frequently Asked Questions (FAQ's)

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:

Fully clear the cache and cookies in your web browser.
Close all tabs, then log back into your GHL Customer Care account.
The text editor should now load correctly, allowing you to input your terms and conditions.

Q: Where to find the latest invoice linked to my account?

All invoices can be located under Payments in the Billing Dashboard from the agency view.

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:

Instruct the team member to clear their browser's cache and cookies.
Have them log out and then log back into their account.
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.

Q: How do I bill a client in USD if my account is set to another currency?

You cannot simply type the amount into an invoice. You must first go to Payments > Products, create a new product, and select USD from the currency dropdown menu. When creating the invoice, click Add Item and select that specific USD product. This ensures Stripe handles the currency conversion and processing correctly.

Q: I sent an invoice, but my client says the link is broken or they can't click it to pay. What happened and how do I fix it?

The payment link is disabled because the invoice is past its scheduled due date. The system automatically deactivates the payment option when the payment date has already passed.

To fix it:

you must send a new invoice with a corrected schedule:
Duplicate (Clone) the original invoice.
Adjust the Payment Schedule dates to a current or future date.
Resend the new invoice to your client. The link will then be active.

Q: Can I charge a one-time setup fee and a monthly subscription on the same invoice?

No. Because the system manages one-time and recurring payments using different billing logic, you must create two separate invoices to handle these charges:

One-Time Invoice: Use this to bill for the setup fee. This is a single, non-repeating transaction.
Recurring Invoice: Use this to bill for the monthly subscription. This allows the system to automatically generate new invoices and charge the client on a repeating schedule.

Q: Why am I receiving an error when trying to send an invoice via text (SMS)?

This usually happens for one of two reasons:

Invalid Number: The phone number might be incorrect, out of service, or unreachable.
DND Enabled: The recipient may have DND (Do Not Disturb) enabled on their carrier settings, which blocks automated or promotional text messages.

Q: Why does the system seem to be skipping invoice numbers ?

This typically happens when Draft invoices are deleted. Invoice numbers are reserved the moment an invoice is created, even if it is still in Draft mode.

Q: Can I reuse a skipped invoice number to keep my records sequential?

Yes. While the system will not automatically recycle the deleted number, you can manually override the invoice number field when creating a new invoice. Simply type in the skipped number to maintain continuity in your ledger.

Q: Can I "unvoid" an invoice or mark a voided invoice as paid?

No. In GHL Customer Care, voiding an invoice is considered a final action. Once an invoice is voided, its value is set to zero for accounting purposes, and it cannot be moved back to "Sent," "Open," or "Paid" status.

Q: Where do I find the notes I added when recording a manual payment?

Notes added during a manual payment (Cash, Check, or Bank Transfer) are stored within the Transaction details of the invoice. To view them, follow these steps:

Navigate to Payments > Invoices.
Locate and click on the specific Paid invoice you want to check.
Click the three dots (⋮) at the top right of the invoice screen.
Select View Transaction from the dropdown menu.
In the transaction window that appears, look for the Notes section. Your previously recorded notes will be displayed there.

Q: How do I change an invoice from Test mode to Live mode?
Once an invoice is created in Test mode, it cannot be converted to Live. To send it live, clone the invoice and send the cloned version in Live mode.

Go to Invoices
Locate the invoice created in Test mode
Click the three dots (⋮) next to the invoice
Select Clone
Open the cloned invoice (it will be created as a Draft)
Review or edit details if needed
Click Send and Choose Live mode when sending

Q: My client says they never received their invoice. How can I verify this?

You can track the exact journey of an invoice email through the Conversations tab. This provides real-time data from the mail server that the "Sent" status in the Invoices tab cannot show.

Step 1: Go to the Contact Record for the client in question.

Step 2: Click on the Conversations tab in the center of the screen.

Step 3: Locate the outbound message containing the invoice.

Note: Ensure you are looking at the Email icon (envelope) and not the SMS icon (phone), as automated invoices are typically sent via email.

Step 4: Hover over the message and click the three dots (More Actions), then select Details.

Q: Why do I get a “Something went wrong” error when trying to send an invoice?

This error usually occurs when the invoice has not been fully saved before attempting to send it. When you click Send, the system first creates (clones) a finalised copy of the invoice for delivery via email or SMS. If the invoice is still in a draft or unsaved state, this cloning process fails and triggers the generic “Something went wrong” error.

Open the invoice you want to send.
Click Save and wait for the “Successfully Saved” confirmation message.
Once saved, click Send again.

Q: Why is the tax not calculated correctly on my invoice after I apply a discount?

This issue often occurs due to a conflict in your global Tax Inclusion Settings, which dictates how the price and tax are calculated relative to each other.

To fix this, you need to ensure the system knows that the product price should be treated as exclusive of tax before applying any discount:

Navigate to Payments → Settings.
Change the Tax Inclusion setting from the incorrect option (e.g., "Tax will be included in the purchase price") to:
"Tax will not be included in the purchase price. The price shown to the customer is not inclusive of tax."

This forces the system to calculate the tax and add it after the discounted subtotal, correcting the final invoice amount.

Q: Does a late invoice show both the original amount and the late fee?

Yes. When a late fee is applied, it is added to the same invoice, showing both the original amount and the late fee as a single total. The customer is also notified by email when the late fee is charged.
Note:
For more details, refer to”https://GHL Customer Care.canny.io/changelog/late-fees-on-invoices-now-live”.

Q: Why am I getting an error when setting installment due dates on an invoice?
Because installment due dates must be on or before the main invoice due date. Update the invoice’s main due date first, then set the instalment dates and save.

Q: Why is the invoice not sent immediately?
If the system says the invoice will arrive “in one day” even though the due date is set to today, check the following:

Issue Date vs. Due Date
Make sure the Issue Date is set to Today. If the issue date is in the future (even by one day), the system will delay sending, regardless of the due date.
Timezone Settings
Go to Settings → Business Profile and verify the account timezone. If it’s set to a different timezone (e.g. US/Eastern), “today” may not have started yet for the system.
Recurring vs. One-Time Invoice
Recurring invoices are processed in scheduled batches. For immediate delivery, use a One-Time Invoice and click Send manually.

Q: How can I send an invoice to multiple recipients?
By default, invoices are sent only to the primary email address on the contact. To send it to additional recipients, click Send and use the CC option to add another email address before sending.

Q: How can I collect a client’s credit card details before a future invoice date?
Scheduled invoices do not collect credit card details until they are sent on the due date. The system only saves (“vaults”) a card when a transaction or authorization happens.
If an invoice is scheduled for a future date (e.g., February 1st), it is not sent yet, so the client has no way to enter their card details.

To collect card details in advance:

Add a small setup fee (recommended):
Add a one-time setup fee (e.g., $1). The invoice is sent immediately, the client pays the small amount, and their card is saved for the future charge.
Use a trial period:
Start the recurring invoice today and add a trial period that ends on the billing date. The client enters their card to start the trial, and the full charge happens when the trial ends.
Use a zero-dollar order form:
Create an order form that collects credit card details without charging. Once the card is saved, enable auto-payment on the future invoice.

How we can improve invoices:  Feedback Form

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

Was this guide helpful?

How to send your first Invoice using GHL Customer Care?

Overview

Setting up for creating an invoice

Invoice received

Estimate Received

Invoice payment successful

Invoice payment failed

Auto payment information

Auto payment amount changed

Auto payment failed

Invoice payment successful

Invoice payment failed

Auto payment failed

Auto payment skipped

The invoice could not be sent

Estimate accepted successfully

Estimate declined successfully

How to Create your invoice

How to add a discount to your invoice

How to add taxes to your invoice

Global Tax Setup

Applying Tax to the Invoice

How to add Payment Schedule

Custom payment provider support

How to add Additional options

How to Send Invoice

How to Get the Invoice Link

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

Q: Why is the invoice not sent immediately?
If the system says the invoice will arrive “in one day” even though the due date is set to today, check the following:

Q: How can I send an invoice to multiple recipients?
By default, invoices are sent only to the primary email address on the contact. To send it to additional recipients, click Send and use the CC option to add another email address before sending.

To collect card details in advance:

Add a small setup fee (recommended):
Add a one-time setup fee (e.g., $1). The invoice is sent immediately, the client pays the small amount, and their card is saved for the future charge.

Use a trial period:
Start the recurring invoice today and add a trial period that ends on the billing date. The client enters their card to start the trial, and the full charge happens when the trial ends.

Use a zero-dollar order form:
Create an order form that collects credit card details without charging. Once the card is saved, enable auto-payment on the future invoice.

Frequently asked questions

Related guides

Appearance

Overview

Setting up for creating an invoice

Invoice received

Estimate Received

Invoice payment successful

Invoice payment failed

Auto payment information

Auto payment amount changed

Auto payment failed

Invoice payment successful

Invoice payment failed

Auto payment failed

Auto payment skipped

The invoice could not be sent

Estimate accepted successfully

Estimate declined successfully

How to Create your invoice

Go to the Payments tab and click on the Invoices & Estimates dropdown and select All Invoices.

How to add a discount to your invoice

How to add taxes to your invoice

Global Tax Setup

Applying Tax to the Invoice

How to add Payment Schedule

Custom payment provider support

How to add Additional options

How to Send Invoice

How to Get the Invoice Link

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

Q: Why is the invoice not sent immediately?If the system says the invoice will arrive “in one day” even though the due date is set to today, check the following:

Q: How can I send an invoice to multiple recipients?By default, invoices are sent only to the primary email address on the contact. To send it to additional recipients, click Send and use the CC option to add another email address before sending.

To collect card details in advance:

Add a small setup fee (recommended):Add a one-time setup fee (e.g., $1). The invoice is sent immediately, the client pays the small amount, and their card is saved for the future charge.

Use a trial period:Start the recurring invoice today and add a trial period that ends on the billing date. The client enters their card to start the trial, and the full charge happens when the trial ends.

Use a zero-dollar order form:Create an order form that collects credit card details without charging. Once the card is saved, enable auto-payment on the future invoice.

Frequently asked questions

Related guides

Cookies on this site

Q: Why is the invoice not sent immediately?
If the system says the invoice will arrive “in one day” even though the due date is set to today, check the following:

Q: How can I send an invoice to multiple recipients?
By default, invoices are sent only to the primary email address on the contact. To send it to additional recipients, click Send and use the CC option to add another email address before sending.

Add a small setup fee (recommended):
Add a one-time setup fee (e.g., $1). The invoice is sent immediately, the client pays the small amount, and their card is saved for the future charge.

Use a trial period:
Start the recurring invoice today and add a trial period that ends on the billing date. The client enters their card to start the trial, and the full charge happens when the trial ends.

Use a zero-dollar order form:
Create an order form that collects credit card details without charging. Once the card is saved, enable auto-payment on the future invoice.