Smarter Invoice Automation Now in Workflows

The GoHighLevel team just streamlined a part of workflow automation that used to be a bit… messy.

Previously, sending both an email and a text for invoices or estimates required duplicating actions or creating logic-based branches to handle multiple delivery channels. Not only did it clutter your workflow, but it slowed down your ability to scale billing across multiple accounts.

Now, with this new dropdown inside each invoice automation action, you simply select your delivery method: Email, Text, or Email & Text.

This new Channel option is now available in:

• Send Invoice
• Send Estimate
• Send Recurring Invoice

The default is Email & Text, which is great for ensuring your client sees the invoice no matter where they check.

If you’ve ever had to create duplicate invoice automation steps just to handle multiple communication channels, this update is a breath of fresh air.

Here’s what this change means for you:

• No more extra branches in your automation
• No more workflow clutter
• Faster billing automation setup

It’s especially helpful for:

• Agencies with multiple sub-accounts using the same workflow structure
• Freelancers and small business owners who want simple, efficient billing flows
• VAs and staff members managing billing for different clients

This new dropdown simplifies decision-making. Just pick the method that works best for your client and you’re good to go.

This guide shows you exactly how to use the new Channel dropdown inside the Send Invoice, Send Estimate, or Send Recurring Invoice actions in a GoHighLevel workflow. With this new setting, you can control whether billing communications are sent by Email, SMS, or both—without needing to duplicate actions or create complex branching logic.

We’ll walk through how to access the invoice automation builder, add the invoice action, and configure the Channel field properly using a blank white-label sub-account. This update helps you streamline your invoice automation and clean up your workflows with just a few clicks.

1.1 From your sub-account, click “Automation” in the left-hand menu
1.2 Open an existing workflow or create a new one

2.1 Click on the plus sign at the point in your workflow where the action should go.

2.2 Then, pick the right action—Send Invoice, Send Estimate, or Send Recurring Invoice.

3.1 In the action panel, scroll to the “Channel” dropdown
3.2 Choose from:

• Email & Text (default)
• Email
• Text

4.1 Click “Save Action”
4.2 Click “Publish” to activate the updated workflow

• Use Email & Text if you’re unsure which method your client prefers—this gives you better delivery odds.
• Stick to Email only for formal invoice records or when clients don’t respond to text.
• Use Text only for quick updates or mobile-first clients.
• Pro Tip: Combine this with tags or custom fields to dynamically choose channels based on client preferences.

Every second you save building workflows adds up. And when you’re managing 5, 10, or even 100 clients—that’s a lot of seconds.

By streamlining the invoice automation process, this update helps you:

• Build faster
• Eliminate redundancy
• Communicate better

This isn’t just a cleaner UI—it’s a smarter system for scaling your billing automation without the tech debt.

This invoice automation update is a perfect example of the kind of small enhancement that makes a big difference.

No more messy workflow logic. No more wasted clicks. Just a simple dropdown that lets you choose the right channel—Email, SMS, or both.

Start using it today and see how much smoother your billing automation becomes.

Have you tried this feature yet? Drop your favorite use case in the comments or check out more tips on the GHL Growth Garage blog.