# Workflow Action - Send Invoice

> Learn how to configure GHL Customer Care’s Send Invoice workflow action, choose templates, channels, and modes, and track status for faster, reliable billing.

- Source: https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-invoice
- Section: Workflows / Payments Workflow Actions
- Reading time: 3 min
- Images: 6, each explained below

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Automate invoice delivery directly from your GHL Customer Care workflows. This action sends a one‑time invoice via email, SMS, or both using your selected invoice template and payment mode. This article shows how to setup and use the Send Invoice Action in GHL Customer Care workflows

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**TABLE OF CONTENTS**

-   [What is the Send Invoice workflow action?](#what-is-the-send-invoice-workflow-action)[](#key-benefits-of-send-invoice-action)
-   [Key Benefits of Send Invoice Action](#key-benefits-of-send-invoice-action)[](#prerequisites)
-   [Prerequisites](#prerequisites)[](#how-to-setup-the-send-invoice-action-in-workflows)
-   [How to Setup the Send Invoice Action in Workflows](#how-to-setup-the-send-invoice-action-in-workflows)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **What is the Send Invoice workflow action?**

The Send Invoice action creates and delivers a one‑time invoice to the contact when a workflow reaches this step. This action connects your invoice templates with workflow automation so billing happens consistently and on time. Choose which template to send, who it comes from, and which channel(s) to use. Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.

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## **Key Benefits of Send Invoice Action**

-   **Faster collections**: trigger invoices at the exact stage (won deal, form submit, onboarding step) without manual work.
    
-   **Consistency**: ensure every invoice uses the correct template, branding, and taxes.
    
-   **Flexibility**: choose Email, SMS, or both, and select a specific template for each scenario.
    
-   **Observability**: monitor workflow execution and payment status to keep teams aligned.
    
-   **Testing safely**: validate flows using **Test** mode before charging customers.
    

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## **Prerequisites**

Preparing the account avoids common setup errors and ensures invoices send successfully from day one.

-   **Permissions**: Users configuring workflows should have sufficient sub‑account permissions to edit workflows and access Payments/Invoices. See **User Roles & Permissions (Sub‑Account)**.
    
-   **At least one invoice template**: Create or confirm templates are available. See **Create Invoice Templates & Automatically Send via Workflow**.
    
-   **Payments gateway connected**: Ensure your gateway is connected and ready for **Live** transactions (or supports **Test** if you are validating flows).
    
-   **Contact data**: The contact must have the required delivery channel(s): a valid **Email** and/or **Phone** number depending on your selection.
    

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## **How to Setup the Send Invoice Action in Workflows**

Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes.

1.  Log in to your sub-account.
    
2.  Go to **Automations > Workflows**.
    
    
![Step 2 of 10: Go to Automations > Workflows](https://jumpshare.com/share/Cnveqtr2TxPJeI2Wif1E+/Screen+Shot+2026-01-05+at+6.02.58+PM.png)

**Step 2 of 10: Go to Automations > Workflows**

This screenshot accompanies step 2 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you go to Automations > Workflows. For context, this section explains: Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes. The navigation path used here is Automations > Workflows. The next step is to create a new workflow or open an existing one.

- Path: Automations > Workflows
- Where to go: Go to Automations > Workflows.
- Controls: Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, +, add, Action, Send Invoice, From
- Next: Create a new workflow or open an existing one.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.  <- this image
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
5. Click + to add an Action and search for Send Invoice.
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
     
3.  Create a **new** **workflow** or **open** an **existing** one.
    
    
![Step 3 of 10: Create a new workflow or open an existing one](https://jumpshare.com/share/vy9UlWTok3ZfxkZZpVLC+/Screen+Shot+2026-01-05+at+6.04.41+PM.png)

**Step 3 of 10: Create a new workflow or open an existing one**

This screenshot accompanies step 3 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you create a new workflow or open an existing one. The navigation path used here is Automations > Workflows. The next step is to click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.).

- Path: Automations > Workflows
- What this covers: Create a new workflow or open an existing one.
- Controls: new, workflow, open, existing, Automations > Workflows, + Add New Trigger, trigger, +, add, Action, Send Invoice, From
- Next: Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.  <- this image
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
5. Click + to add an Action and search for Send Invoice.
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
4.  Click on the **\+ Add New Trigger** button to add a **trigger** that correlates to the Send Invoice Action (e.g., _Pipeline Stage Changed, Opportunity Status Changed etc._)
    
    
![Step 4 of 10: Click on the + Add New Trigger button to add a trigger that correlates…](https://jumpshare.com/share/PtwtGdOv9hNooZgtS8dh+/GIF+Recording+2026-02-11+at+9.11.24+PM.gif)

**Step 4 of 10: Click on the + Add New Trigger button to add a trigger that correlates…**

This animation accompanies step 4 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.). The navigation path used here is Automations > Workflows. The next step is to click + to add an Action and search for Send Invoice.

- Path: Automations > Workflows
- What to click: Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
- Controls: + Add New Trigger, trigger, Automations > Workflows, new, workflow, open, existing, +, add, Action, Send Invoice, From
- Next: Click + to add an Action and search for Send Invoice.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)  <- this image
5. Click + to add an Action and search for Send Invoice.
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
5.  Click **+** to **add** an **Action** and search for **Send Invoice**.
    
    
![Step 5 of 10: Click + to add an Action and search for Send Invoice](https://jumpshare.com/share/WKwaE4BxXc1Kw72d0esU+/GIF+Recording+2026-02-11+at+9.14.35+PM.gif)

**Step 5 of 10: Click + to add an Action and search for Send Invoice**

This animation accompanies step 5 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you click + to add an Action and search for Send Invoice. The navigation path used here is Automations > Workflows. The next step is to select From User and Invoice Template.

- Path: Automations > Workflows
- What to click: Click + to add an Action and search for Send Invoice.
- Controls: +, add, Action, Send Invoice, Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, From
- Next: Select From User and Invoice Template.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
5. Click + to add an Action and search for Send Invoice.  <- this image
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
6.  Select **From** **User** and **Invoice** **Template**.
    
7.  Select **Payment** **Mode** - Use **Live** mode for real payments and **Test** mode for non‑chargeable, sandbox validation.
    
8.  Select **Channel:** Choose how the invoice is delivered **Email**, **Text**, or Email & Text. **Default:** Email & Text.  
     
    
9.  Click on **Save Action**.
    
    
![Step 9 of 10: Click on Save Action](https://jumpshare.com/share/x0GWesk6cx2zpf7kJlf2+/Screenshot+2026-02-11+at+9.16.50%E2%80%AFPM.png)

**Step 9 of 10: Click on Save Action**

This screenshot accompanies step 9 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you click on Save Action. For context, this section explains: Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes. The navigation path used here is Automations > Workflows. The next step is to test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

- Path: Automations > Workflows
- How to confirm: Click on Save Action.
- Controls: Save Action, Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, +, add, Action, Send Invoice
- Next: Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
5. Click + to add an Action and search for Send Invoice.
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.  <- this image
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
10.  **Test** the **workflow** to make sure everything is setup correctly. **Publish** and **Save** the workflow.
     
     
![Step 10 of 10: Test the workflow to make sure everything is setup correctly. Publish…](https://jumpshare.com/share/acrY52YGL0xqo8pDiF3Z+/Screen+Shot+2026-02-11+at+9.24.32+PM.png)

**Step 10 of 10: Test the workflow to make sure everything is setup correctly. Publish…**

This screenshot accompanies step 10 of 10 in the "How to Setup the Send Invoice Action in Workflows" section of "Workflow Action - Send Invoice". At this point in the walkthrough you test the workflow to make sure everything is setup correctly. Publish and Save the workflow. The navigation path used here is Automations > Workflows.

- Path: Automations > Workflows
- How to confirm: Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.
- Controls: Test, workflow, Publish, Save, Automations > Workflows, new, open, existing, + Add New Trigger, trigger, +, add

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Invoice Action (e.g., Pipeline Stage Changed, Opportunity Status Changed etc.)
5. Click + to add an Action and search for Send Invoice.
6. Select From User and Invoice Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
9. Click on Save Action.
10. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.  <- this image

     

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## **Frequently Asked Questions**

**Q: What’s the difference between Live and Test modes?**

Live creates a payable invoice using your connected gateway. Test is intended for dry‑runs and link validation without charging. Gateway test behavior can vary—validate before relying on results.

**Q: What happens if I choose Email & SMS but the contact only has email?**  
Only Email will be sent in this scenario. The message can only be delivered via available channels. Ensure the contact record has the needed fields (email and/or phone) before enabling both. 

**Q: Do I need to pick a template every time?**  
It’s best practice to explicitly select a template in the action. If you rely on a default, verify which template is set as default in the Invoices module to avoid surprises.

**Q: Where do I track whether the invoice was sent or paid?**  
Check the **Execution Logs** for the Send Invoice step and **Payments → Invoices** for invoice status (e.g., Sent, Viewed, Paid).

**Q: Can I trigger different templates based on conditions?**

Yes. Branch your workflow with conditions and add separate **Send Invoice** actions, each pointing to the appropriate template.

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### **Related Articles**

-   [Getting Started — Create & Send Invoices](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-create-and-send-invoices) 
-   [How to Create Invoices in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-invoices-in-ghl-customer-care) 
    
-   [Customizing Invoice Layouts](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/customizing-invoice-layouts)
    
-   [How to Send Recurring Invoices Using Workflows](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-recurring-invoice)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com