# How 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​. - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-invoices-in-ghl-customer-care - Section: Payments / Invoices & Estimates - Reading time: 3 min - Images: 15, each explained below - Modified on Mon, 21 Jul, 2025 at 7:45 AM --- 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) --- #### **Covered in this Article:** #### [**Overview**](#overview-2) #### **[How to create a new invoice.](#how-to-create-a-new-invoice-2)** #### **[How to edit your invoice info](#how-to-edit-your-invoice-info-2)** #### **[How to add taxes to your invoice](#how-to-add-taxes-to-your-invoice-2)** #### **[How to add a discount to your invoice](#how-to-add-a-discount-to-your-invoice-2)** #### **[How to send an invoice](#how-to-send-an-invoice-2)** #### **[How to check the status of your invoices](#how-to-check-the-status-of-your-invoices-2)** #### **[Invoices can also be found in the Transaction tab.](#invoices-can-also-be-found-in-the-transaction-tab-2)** #### [**Relevant Help Docs:**](#relevant-help-docs) **How we can improve invoices:  [Feedback Form](https://feedback.fastpymnts.com/submit-feedback)** --- ## **Overview** You can now send invoices to your customers/clients using the [**products**](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-create-and-add-products-to-a-funnel-website-payments) that you have created in your sub-account. **Please Note:** If you are using invoicing without Stripe Connect please see this guide - [Using invoices for recording manual payments without Stripe Connect](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/common-use-cases-for-payments-and-invoices) Limitation to using invoicing without Stripe Connect is that the user will need to manually record the payments --- ## **How to create a new invoice.** 1. **Go to the Payments tab and click on the invoice tab** 2. **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48295684124/original/o8JIhScbKsJJ4rdKJvjjJiTXG2vCbLNgTw.png) **Step 2 of 2: Click on the button "New" and start creating a new invoice. Note: Add…** 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. - What to click: 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 Full procedure: 1. Go to the Payments tab and click on the invoice tab 2. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189118323/original/i55oqo8Exy4InrVRO1VUgQx57NhlOppPBA.png) **How to edit your invoice info (image 2 of 15)** 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. - What this covers: Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information. - Next: 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. **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189118316/original/zNv44n1njtS4kJZj0FIdXI3d3w3WsMSxPQ.png) **How to edit your invoice info (image 3 of 15)** 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. - What to choose: 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. - Next: Step 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189508034/original/a-GK6JrGcLypdBYpcF7Y0VWKD7uavRw8Bw.png) **How to edit your invoice info (image 4 of 15)** 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. - What this covers: Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates. - Next: Step 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189455786/original/_4cKxr4KtRAx0YNTl2KPA-urzKx0_ffnAg.png) **How to edit your invoice info (image 5 of 15)** 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. - What to click: Step 4: Click add an item to add the products that you have created on your products tab - Next: Step 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189492869/original/TkJ3cuE2ZufmAewqLdQoDtZ9pe65giug8A.png) **How to edit your invoice info (image 6 of 15)** 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. - What this covers: Step 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… ![Click on Tax Settings…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189495214/original/-r2mTlvPVoWwWEFBjJHOta2cwdBEvmj9rg.png) **How to add taxes to your invoice (image 7 of 15)** 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. - What this covers: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well - Controls: Add the name of the Tax, Add rate in %, Add a description or Tax id number - Next: Add the name of the Tax Add rate in % Add a description or Tax id number Full procedure: 1. Add the name of the Tax 2. Add rate in % 3. Add a description or Tax id number **Step 2:** Click on Add Tax ![Click on Add Tax](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189495388/original/dQmDYh8f6NAFbwackNAKS_qJqsDENnIONQ.png) **How to add taxes to your invoice (image 8 of 15)** 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. - What this covers: Step 5: Once you will add the product it will allow you to edit the price edit quantity as well - Controls: Add the name of the Tax, Add rate in %, Add a description or Tax id number - Next: Add the name of the Tax Add rate in % Add a description or Tax id number Full procedure: 1. Add the name of the Tax 2. Add rate in % 3. Add a description or Tax id number **Step 3:** Click on Add Tax 1. **Add the name of the Tax** 2. **Add rate in %** 3. **Add a description or Tax id number** # ** ![How to add taxes to your invoice (image 9 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189495624/original/C4Q95tLGsljhjp2mV8Dutw-0HbYCXAY70g.png) **How to add taxes to your invoice (image 9 of 15)** 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. - What this covers: Add the name of the Tax Add rate in % Add a description or Tax id number - Next: You 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48190165380/original/5E6d3iPNV1ePefWLE5W9riolA5FTH41tBQ.png) **How to add taxes to your invoice (image 10 of 15)** 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. - What this covers: Add the name of the Tax Add rate in % Add a description or Tax id number - Next: You 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189503863/original/cSNM76KK-kDKkqMW9OTm_BkzJ1M6dINjpw.png) **How to add a discount to your invoice (image 11 of 15)** 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. - What this covers: You can add a discount to this invoice by clicking on the " add discount " icon - Controls: add discount - Next: 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** **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189118315/original/lrBLj06j7mN3tZaqF3R1ZCpbGewMiPxRxw.png) **How to send an invoice (image 12 of 15)** 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. - What this covers: Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner. - Next: 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. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189508144/original/dMdDQH7FdcMqn9kpDzIdmFBwoyGyn2rF9w.png) **How to send an invoice (image 13 of 15)** 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. - What to click: 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. - Next: 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** **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48295684580/original/a-rTtlcGha6FfQwNGP6l-OG_vK70hsLFwQ.png) **How to check the status of your invoices (image 14 of 15)** 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. - What this covers: 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 - Next: 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.** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48189514063/original/9hVpI6UpRIiXpr4udM0BzxMRzfLRyAmrsw.png) **Invoices can also be found in the Transaction tab. (image 15 of 15)** 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 > Transactions - What this covers: You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Payments > Transactions - Controls: Payments > Transactions - Next: The transaction tab is only available in the new UI **Notes:** **The transaction tab is only available in the new UI** --- ## **Relevant Help Docs:** **[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/common-use-cases-for-payments-and-invoices)**[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/common-use-cases-for-payments-and-invoices)[Common uses cases for Payments and Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/common-use-cases-for-payments-and-invoices) How to create invoices in GHL Customer Care (Mobile App) [How To Create Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care) [Auto Payments in Recurring Templates](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/auto-payments-in-recurring-templates)[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/auto-payments-in-recurring-templates)**[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/auto-payments-in-recurring-templates) ** --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com