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.
3 min read586 words15 explained imagesUpdated Mon, 21 Jul, 2025 at 7:45 AM
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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 article we will cover how to create, edit, discount, add taxes and send your invoice(s)
Go to the Payments tab and click on the invoice tab
Click on the button "New" and start creating a new invoice.
Step 2 of 2: Click on the button "New" and start creating a new invoice. Note: Add…What this shows Step 2 of 2: Click on the button "New" and start creating a new invoice.What this showsShows what to click for step 2 of 2 in the "How to create a new invoice." section of "How to Create Invoices in GHL Customer Care".This screenshot accompanies step 2 of 2 in the "How to create a new invoice." section of "How to Create Invoices in GHL Customer Care". At this point in the walkthrough you click on the button "New" and start creating a new invoice. Note: Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button.Step 2 of 2Image 1 of 15What to clickClick on the button "New" and start creating a new invoice. Note: Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" buttonAll 2 steps in this procedure
Go to the Payments tab and click on the invoice tab
Click on the button "New" and start creating a new invoice. Note: Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button this image
Note:
Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button
How to edit your invoice info
Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information.
How to edit your invoice info (image 2 of 15)What this shows Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information.What this showsIllustrates the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information. Immediately after, the guide continues: Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.Image 2 of 15What this coversStep 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information.Next stepStep 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.
Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.
How to edit your invoice info (image 3 of 15)What this shows Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.What this showsIllustrates the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there. Immediately after, the guide continues: Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.Image 3 of 15What to chooseStep 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.Next stepStep 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.
Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.
How to edit your invoice info (image 4 of 15)What this shows Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.What this showsIllustrates the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates. Immediately after, the guide continues: Step 4: Click add an item to add the products that you have created on your products tab.Image 4 of 15What this coversStep 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.Next stepStep 4: Click add an item to add the products that you have created on your products tab
Step 4: Click add an item to add the products that you have created on your products tab
How to edit your invoice info (image 5 of 15)What this shows Step 4: Click add an item to add the products that you have created on your products tabWhat this showsIllustrates the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 4: Click add an item to add the products that you have created on your products tab. Immediately after, the guide continues: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well.Image 5 of 15What to clickStep 4: Click add an item to add the products that you have created on your products tabNext stepStep 5: Once you will add the product it will allow you to edit the price edit quantity as well
Step 5: Once you will add the product it will allow you to edit the price edit quantity as well
How to edit your invoice info (image 6 of 15)What this shows Step 5: Once you will add the product it will allow you to edit the price edit quantity as wellWhat this showsIllustrates the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to edit your invoice info" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well.Image 6 of 15What this coversStep 5: Once you will add the product it will allow you to edit the price edit quantity as well
How to add taxes to your invoice
Step1: Click on Tax Settings…
How to add taxes to your invoice (image 7 of 15)What this shows Step 5: Once you will add the product it will allow you to edit the price edit quantity as wellWhat this showsIllustrates the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well. Immediately after, the guide continues: Add the name of the Tax Add rate in % Add a description or Tax id number.Image 7 of 15What this coversStep 5: Once you will add the product it will allow you to edit the price edit quantity as well
Buttons and menus referencedAdd the name of the TaxAdd rate in %Add a description or Tax id number
Next stepAdd the name of the Tax Add rate in % Add a description or Tax id numberAll 3 steps in this procedure
Add the name of the Tax
Add rate in %
Add a description or Tax id number
Step 2: Click on Add Tax
How to add taxes to your invoice (image 8 of 15)What this shows Step 5: Once you will add the product it will allow you to edit the price edit quantity as wellWhat this showsIllustrates the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well. Immediately after, the guide continues: Add the name of the Tax Add rate in % Add a description or Tax id number.Image 8 of 15What this coversStep 5: Once you will add the product it will allow you to edit the price edit quantity as well
Buttons and menus referencedAdd the name of the TaxAdd rate in %Add a description or Tax id number
Next stepAdd the name of the Tax Add rate in % Add a description or Tax id numberAll 3 steps in this procedure
Add the name of the Tax
Add rate in %
Add a description or Tax id number
Step 3: Click on Add Tax
Add the name of the Tax
Add rate in %
Add a description or Tax id number
How to add taxes to your invoice (image 9 of 15)What this shows Add the name of the Tax Add rate in % Add a description or Tax id numberWhat this showsIllustrates the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Add the name of the Tax Add rate in % Add a description or Tax id number. Immediately after, the guide continues: You can add a discount to this invoice by clicking on the " add discount " icon.Image 9 of 15What this coversAdd the name of the Tax Add rate in % Add a description or Tax id numberNext stepYou can add a discount to this invoice by clicking on the " add discount " icon
How to add taxes to your invoice (image 10 of 15)What this shows Add the name of the Tax Add rate in % Add a description or Tax id numberWhat this showsIllustrates the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to add taxes to your invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Add the name of the Tax Add rate in % Add a description or Tax id number. Immediately after, the guide continues: You can add a discount to this invoice by clicking on the " add discount " icon.Image 10 of 15What this coversAdd the name of the Tax Add rate in % Add a description or Tax id numberNext stepYou can add a discount to this invoice by clicking on the " add discount " icon
How to add a discount to your invoice
You can add a discount to this invoice by clicking on the "add discount" icon
How to add a discount to your invoice (image 11 of 15)What this shows You can add a discount to this invoice by clicking on the " add discount " iconWhat this showsIllustrates the "How to add a discount to your invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to add a discount to your invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: You can add a discount to this invoice by clicking on the " add discount " icon. Immediately after, the guide continues: Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner.Image 11 of 15What this coversYou can add a discount to this invoice by clicking on the " add discount " icon
Buttons and menus referencedadd discount
Next stepStep 1: Once you create the invoice now you can send that to your client using the green button on top right corner.
How to send an invoice
Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner.
How to send an invoice (image 12 of 15)What this shows Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner.What this showsIllustrates the "How to send an invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to send an invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner. Immediately after, the guide continues: Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well. Click on the advanced option to switch to the live and test mode.Image 12 of 15What this coversStep 1: Once you create the invoice now you can send that to your client using the green button on top right corner.Next stepStep 2: You can send the invoice through email and text as you want and also you can send that on test mode as well. Click on the advanced option to switch to the live and test mode.
Step 2:You can send the invoice through email and text as you want and also you can send that on test mode as well. Click on the advanced option to switch to the live and test mode.
How to send an invoice (image 13 of 15)What this shows Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well.What this showsIllustrates the "How to send an invoice" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to send an invoice" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well. Click on the advanced option to switch to the live and test mode. Immediately after, the guide continues: Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can filter the invoices by status and date range as well.Image 13 of 15What to clickStep 2: You can send the invoice through email and text as you want and also you can send that on test mode as well. Click on the advanced option to switch to the live and test mode.Next stepStep 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can filter the invoices by status and date range as well
How to check the status of your invoices
Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can filter the invoices by status and date range as well
How to check the status of your invoices (image 14 of 15)What this shows Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses.What this showsIllustrates the "How to check the status of your invoices" section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "How to check the status of your invoices" section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can filter the invoices by status and date range as well. Immediately after, the guide continues: You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions.Image 14 of 15What this coversStep 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can filter the invoices by status and date range as wellNext stepYou can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions
Invoices can also be found in the Transaction tab.
You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions
Invoices can also be found in the Transaction tab. (image 15 of 15)What this shows You can also look for successful, or failed transactions related to invoices.What this showsIllustrates the "Invoices can also be found in the Transaction tab." section of "How to Create Invoices in GHL Customer Care".This screenshot appears in the "Invoices can also be found in the Transaction tab." section of "How to Create Invoices in GHL Customer Care". The text alongside this image reads: You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions. The navigation path used here is Payments > Transactions. Immediately after, the guide continues: The transaction tab is only available in the new UI.Path: Payments > TransactionsImage 15 of 15What this coversYou can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions
Buttons and menus referencedPayments > Transactions
Next stepThe transaction tab is only available in the new UI
Notes:
The transaction tab is only available in the new UI
