Invoices & Estimates
20 articles110 explained images
Invoices - New revamped UI
What’s New? We’ve revamped the invoice design with a fresh layout, featuring a preview on the right side and editing options on the left. You can switch to this new design using the banner at the top and enabling it…
1 min5Bank-Only Transfers for Invoice Payments (SEPA & ACH)
This article explains how to configure invoices to support bank-only transfers in GHL Customer Care. This new feature provides businesses with the flexibility to offer direct bank transfers as the sole payment option…
2 min4How to Edit Recurring Invoices
TABLE OF CONTENTS What’s New? Enhanced Editing Capabilities for Recurring Invoices How to Use the New Features Why We Built It What’s New? Enhanced Editing Capabilities for Recurring Invoices Modify Frequency: Adjust…
1 min8How to View Invoices and Download Receipts in the Mobile App
More Tutorials from the Community https://youtu.be/lMv5YjmBoNQ https://youtu.be/uZ9Am63DHe0 https://youtu.be/7VaJo57KBFw https://youtu.be/Linp_vh9HTY
1 minSetting up QuickBooks Integration
Learn how to use the 2-way integration between GHL Customer Care and QuickBooks. TABLE OF CONTENTS More Tutorials From the Community What does the QuickBooks integration do? GHL Customer Care -> QuickBooks QuickBooks ->…
3 min5Editing of Payment Schedules and Partially Paid Invoices
This article will show you how to edit invoices even after they’ve been partially paid. You can now update invoice details, product line items, payment schedules, and business information—without needing to void or…
3 minPDF Generation for Invoices and Receipts
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in GHL Customer Care. This update enhances performance, eliminates timeouts, and reduces support overhead, resulting in a…
2 minImport Invoices Using CSV
This article will show you how to quickly import invoices from external platforms using a CSV file. Whether you're migrating from another system or organizing historical billing data, this feature will save you hours…
4 minAttachments in Estimates and Invoices
You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates . This new feature allows you to include supporting documents like…
1 min3How To Link Opportunities with Invoices and Estimates
This article explains how to automatically and manually link invoices and estimates to opportunities in GHL Customer Care. Keeping these records connected simplifies deal tracking, billing, and reporting. TABLE OF…
2 min8Create Estimates using Templates on Mobile(v3.98.1)
Quickly generate professional estimates on the go by reusing the templates your team created on the GHL Customer Care web app. Using templates in the mobile app streamlines your sales process, keeps pricing and branding…
3 min3Xero Integration with GHL Customer Care
This article explains the Payments - Xero Integration feature that streamlines financial workflows by automatically syncing contacts and invoices between GHL Customer Care and Xero. With real-time updates and accurate…
6 min12How to view all "Chart of Accounts" in Xero Integration?
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero From your Xero dashboard, select your organization. Click…
1 min6How to Create Invoices in GHL Customer Care
Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do. You can easily create invoices from within the system. In this…
3 min15How to Create and Manage Recurring Invoices in GHL Customer Care
Managing repeat billing manually can be time-consuming and error-prone. Recurring invoices simplify this by automatically generating and sending invoices to customers on a set schedule. In this article, you’ll learn…
9 min15How to Use Partial Payment for Invoices
More Tutorials from the Community https://www.youtube.com/watch?v=EFSqKgxke88 https://youtu.be/LKgoPzDZgM0 https://youtu.be/nWvxS5gKKgw https://youtu.be/Ai-pR0TCHHY What's New? Previously, End Users or Customers could…
1 min4Common use cases for Payments and Invoices
Payments are used to pay for goods or services. They can be made by credit card, debit card, bank transfer, cheque, cash, or any other method of payment. Invoices are used to record the amount that has been paid for a…
7 min17Apple Pay and Google Pay in invoices and Text2Pay links
Apple Pay and Google Pay are now supported with one-time and recurring invoices as well as Text2Pay links. Your customers will see Apple Pay and Google Pay based on their geographic location and the web browser of the…
3 minACH Debit payment method on invoices
ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with auto-payments TABLE OF CONTENTS What is the ACH Debit Payment Method…
3 minHow to Set Up Flexible Payment Plans in Invoices
We are excited to announce capability to add Payment plans to invoices Users can now split their invoices into a payment plan installments A split can be made both on Percentage basis as well as amount basis Each split…
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