Monthly Billing Receipts Are Now Easy to Download in GHL

Monthly billing receipts are now available for every billing cycle starting January 2024. No more missing files or partial records. You can now grab exactly what you need, when you need it.

Each month, GoHighLevel will generate a billing document. If your agency paid tax that month, you’ll get a tax invoice. If not, you’ll still get a monthly billing receipt showing your usage and charges.

This small change brings a lot of clarity. You now have a consistent paper trail for your agency’s spend, and every monthly billing receipt is just a click away.

To find it, go to Billing, then Wallet & Transactions. You’ll see a section labeled “Monthly Wallet Receipt/Invoice.” From there, pick a month and download your receipt or invoice.

Along with giving you access to monthly billing receipts, this update also adds two helpful features.

You can now send multiple invoices by email at once. This makes it faster to handle client billing, especially if you manage more than one account. No more sending invoices one at a time.

Behind the scenes, invoice processing is quicker too. The system now runs smoother during busy billing times. That means your monthly billing receipts and tax invoices load faster and with fewer issues.

These updates may seem small, but they make a big difference. You now have a better way to access, send, and manage your monthly billing receipts without delays.

Monthly billing receipts are more than just documents. They help your agency stay organized, especially when it comes to tracking spend, handling taxes, or answering client questions.

Before this update, missing receipts made it harder to keep accurate records. Now, every month has a clear billing receipt or tax invoice ready to go.

This makes reporting easier. It also helps if your bookkeeper or accountant needs backup for monthly charges. No need to pull support tickets or guess what was billed.

Clean, consistent monthly billing receipts also show clients that your agency is on top of its finances. It’s one more way to build trust and avoid billing headaches later.

Keep your financial records clean with just a few clicks

Monthly billing receipts are built into your GoHighLevel Billing Dashboard. You don’t need to enable anything or change settings. Just follow the steps below to access and download your receipts or invoices.

• Go to the left-hand sidebar, look all the way to the bottom.

1.1 Click on the gear icon ⚙️ labeled “Settings.”

• You’ll now be in the main Settings dashboard, where you can access:
  • Business Info
  • Billing
  • My Staff
  • and more

• This is where all your wallet and transaction info is stored.

2.1 Click on Billing in your main left-hand menu

• This takes you to the agency-level billing page

2.2 Click the Wallet & Transactions tab

• This section shows all usage activity tied to your GHL Wallet

2.3 Find and Click the Monthly Wallet Receipt/Invoice tab

• This is where your monthly billing receipts and tax invoices live

• Get the exact record you need for each month

3.1 Select the month from the dropdown or calendar

• Each available month will be listed here

3.2 Click Download Invoice next to the receipt or invoice

• Your file will save as a PDF you can keep or share

3.3 Check the file type:

• If tax was charged, it will say Tax Invoice
• If no tax was charged, it will say Usage Receipt

• Speed up your monthly process with fewer clicks

4.1 Select the invoices you want to send

• Use the checkboxes to pick multiple at once

4.2 Click the Send via Mail button to send all selected invoices

• Each one will be sent as a separate email to the correct contact

That’s it. You now have a reliable way to grab every monthly billing receipt and send invoices in bulk without digging through your inbox or waiting on support.

Now that monthly billing receipts are easy to access, a few small habits can help you stay on top of your records.

1. Use a simple file name

• When you download a monthly billing receipt, rename the file something like Billing_Receipt_March_2024.pdf. This makes it easy to sort and search later.

2. Keep all your monthly billing receipts in one folder

• Create a folder on your desktop or cloud drive labeled “GHL Receipts.” Inside, organize your monthly billing receipts by year and month.

3. Set a reminder once a month

• Put a recurring reminder on your calendar to download your latest monthly billing receipt on the first of the month. It takes less than two minutes.

4. Cross-check billing activity

• Use each monthly billing receipt to verify that your wallet usage matches what you expected to be charged. This is helpful if you manage multiple accounts or client activity.

5. Share the receipts with your bookkeeper or CPA

• Send your monthly billing receipts to whoever handles your books. It saves time, avoids confusion, and keeps your agency’s financial records clean.

Monthly billing receipts are a small upgrade that fix a common pain. Now, every month has a proper receipt or invoice ready to download. No more missing files. No more back-and-forth with support.

If you’re running reports, handling taxes, or just trying to keep your records clean, monthly billing receipts help make that process simple. They give your agency one clear place to get what you need.

With bulk emailing and faster invoice performance added in, this update gives you more control and less hassle. Just log in, grab your monthly billing receipt, and move on.