More Ways to Get Paid: Unleashing Flexibility with Your Invoices!
Yo, GoHighLevel legends! You already know we’re not ones to sit around. We’re constantly cooking up ways to give you the edge, and today’s no different. If you’re sharp enough to be using custom payment invoices, listen up! We’ve just supercharged the way you get paid. For those of you leveraging custom payment providers with your invoices – and you absolutely should be! – this update’s a game-changer, making your invoicing system play even smoother with those custom gateways you dig.
What’s the real score for you? Simple: way more control over your cash flow with custom payment invoices! We’re talking about setting up payment schedules like a total pro. Break down those hefty invoices into bite-sized pieces for your clients. Picture landing that dream client – now you can map out a payment plan that works for everyone, keeping that revenue stream flowing smoothly. Plus, when someone asks to pay in installments? With partial payments now rocking through your custom providers, you can confidently say, ‘Let’s do it!’ and track every dime right inside GoHighLevel. Say goodbye to those messy payment headaches!”
And for all you service pros out there, get this: your customers can now throw in a tip when they pay through your custom gateways. Those little tips can stack up – a nice bonus for your hard work, right? Finally, nobody likes chasing late payments. Now, even with your custom payment setups, you can automatically apply those late fees. Less hassle for you, more predictable income. This whole update is about giving you more flexibility with your custom payment invoices.
Grab the reins of your invoice payments! Offer your clients more ways to pay and simplify your billing with this enhanced support for custom payment invoices and your favorite custom payment providers.
What’s New with Custom Payment Providers?
We just cranked things up a notch for how your invoices play with those custom payment gateways you’re using. Check out the fresh firepower we’ve added:
- Payment Schedules: Got those big-ticket clients? Now you can set up payment plans that work for everyone. They can budget easier, and you get that steady flow. Plus, keeping tabs on upcoming payments is a breeze right from the invoice.
- Partial Payments: Flexibility? We dig it. Now, if your custom payment setup allows, you can take partial payments like a champ. The system keeps score of what’s in and what’s still due, so no more guessing games.
- Tip Inclusion: Calling all service legends! Your happy customers can now throw in a tip when they pay through your custom gateway. Now, your customers can easily show some love with a tip during payment – it’s all built right in! It’s a small thing that can add up – a nice bonus for your hard work, right?
- Late Fee Calculation: Nobody likes chasing down payments. Now, even with your custom payment providers, those late fees you set? They get applied automatically. Less hassle, more consistent cash hitting your account.
Why This Update Matters for Your Business
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This isn’t just about adding bells and whistles; it’s about giving you real advantages:
- More Payment Flexibility: Offer your customers the payment options they need, making it easier for them to say “yes.”
- Improved Cash Flow: With scheduled and partial payments, you can manage your finances more effectively.
- Better Customer Experience: Providing more convenient payment methods leads to happier clients.
- Streamlined Operations: Automating late fees and tracking payments within the platform saves you time and effort.
Getting Started with the New Invoice Features
Alright, let’s walk through how you can start leveraging these new superpowers with your custom payment invoices inside GoHighLevel. This update lives within the Payments > Invoices & Estimates section, so that’s where we’re headed. You’ll see these new options become available when you’re setting up or viewing an invoice and have a supported custom payment provider connected.
In this section, we’re going to show you where to find the settings for payment schedules, how partial payments are now handled, where your customers can add tips, and how the automatic late fee application works with your custom payment gateways. Keep in mind that the availability of some of these features will depend on what your specific custom payment provider supports. Ready to see how it all works? Let’s jump in!
Step 1.0 – Access the Main Left Hand Menu in GoHighLevel
- The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL
1.1 Click on the Payments Menu Item.
- Access the ‘Payments’ section of GoHighLevel
- You’ll now be in the ‘Payments’ section of GHL, where you can access the Invoices & Estimates section from the top menu:
1.2 Click on the ‘Invoices & Estimates’ menu link.
Step 02: Open or create an invoice.
- You are now in the Invoices & Estimates Dashboard
- To see an existing one, just click on it.
2.1 To make a new one, click “+ New.”
- A drop-down menu will appear. Click ‘New Invoice’ to create a standard invoice.
2.2 Click New Invoice
Step 03: Check out the payment options (with your custom payment on)
- When you’ve picked your custom payment option for the invoice, you’ll see these new things:
- Payment Schedules: When you’re making or changing an invoice, look for “Add Payment Schedule.”
3.1 Click Add Payment Schedule to set up dates and amounts for payments over time.
- Fill in the details needed in the pop-up form
3.2 Click Save Button
Step 04: Additional Options for Payment
- Within your invoice settings, you can activate extra payment features by simply ticking the checkbox next to each option.
4.1 To turn on a payment option, simply click the checkbox next to it.
- Partial Payments: If your custom payment lets you do this, the system will now track when customers pay part of the bill. You’ll see what’s paid and what’s left on the invoice.
- Tip Inclusion: If your payment setup allows tips, your customers will see a way to add a tip when they pay. You don’t need to do anything special in GoHighLevel for this to show up.
- Late Fee Calculation: If you’ve set up late fees in “Settings > Payment Settings,” these will now automatically be added to past-due invoices paid with supported custom payment options.
Conclusion: Level Up Your Invoicing Today!
Alright, listen up, you GoHighLevel dynamos! We just handed you even more firepower when it comes to getting paid with custom payment invoices. You can now set up those smooth payment schedules, handle partial payments without breaking a sweat, and even let your happy customers throw in a tip. Plus, those pesky late fees? They’re now handled automatically, even with your custom payment invoices gateways.
This isn’t just about adding features; it’s about giving you more control, making your life easier, a nd ultimately, helping you get paid faster. So, what are you waiting for? Jump into your GoHighLevel account, head over to Payments > Invoices & Estimates, and start playing around with these new tools. See how they can streamline your billing and boost your bottom line.
What are your thoughts on these new invoicing superpowers? How are you planning to use custom payment invoices in your business? Drop a comment below and let’s hear what you think custom payment invoices!
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