How to Bill Clients Using GoHighLevel in Your Agency

Billing your clients shouldn’t be a source of frustration or wasted time. Yet, for many agency owners, it is. Manually creating invoices, chasing payments, and keeping track of who has paid can quickly become overwhelming.

But here’s the good news: GoHighLevel’s Agency Unlimited Account solves these problems by automating your entire billing process.

If you’ve been struggling with invoicing and payments, let me show you how to bill clients using GoHighLevel in your agency and turn things around effortlessly.

Plus, you don’t have to do it alone. Book a free consultation with our GoHighLevel experts, and we’ll make sure your billing system works flawlessly.

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Two Ways to Bill Clients in GoHighLevel

	Invoices	SaaS Mode
Best for	Retainers, setup fees, one-off projects	Reselling GoHighLevel under your brand
What you bill	Your services	Subscriptions and usage
Where it lives	Payments → Invoices	Agency settings

Most agencies start with invoices, so that’s where we’ll begin.

Automate Client Billing with GoHighLevel

GoHighLevel’s Agency Unlimited Account lets you streamline your entire billing process. Here’s how it works:

Step 1: Connect Stripe or PayPal

Nothing works until a payment gateway is connected first. HighLevel’s own documentation says you need a configured gateway, Stripe or PayPal, before any invoice can go out.

Connect yours from the payment integration settings.
Do a mini-payment before invoicing an actual client.
That one test identifies most connection issues in the early stages, before they become an opportunity cost to you of losing a client.

Step 2: Make and send your first invoice

Click on Open Payments Invoices and then click on New.
Enter the name of the client, the date of the issue, and the due date.
Enter any charges you are billing for.
Save it to use later on without having to redo it.

If the different fees are for different things like retainer, project, or setup fee, make a separate one for each.

Click Send. Its status will update to Sent, and GoHighLevel will copy the payment link for you. Copy and paste it into an email or text, and you’re ready to go!

Step 3: Create a recurring invoice

If you are looking to get monthly retainers, click New and then select New Recurring Template.

Pick a frequency: weekly, monthly, or annually.
Add your line items.
Save it. GoHighLevel handles the rest from there.

You can also hook it into a workflow using the Send Recurring Invoice action. Turn on Enable Auto-Payment, and GoHighLevel saves the client’s card after their first payment goes through, then charges future invoices on its own.

Two things worth knowing:

The first invoice still needs to be paid manually. The card only gets saved after that first payment, so auto-payment can’t work on invoice one.
You can’t bulk-edit price, discount, or tax once a series is scheduled. Check your numbers before clicking Schedule.

Step 4: Add Payment Reminders

Open Invoice Settings, then go to Reminder Settings.

Each reminder needs a name, an email and SMS template, and a timing, before or after the due date or sent date.
You can set the maximum number of sends.
You can turn on more than one, if desired, e.g., one before the deadline and one after, and turn each one on or off as necessary.

There is a note of interest: only reminders are triggered for invoices that are not set for automatic payment and do not have a payment schedule. You don’t get them from an auto-payment client. Try it out on yourself first to help you understand how long it takes before a real client sees it.

Step 5: Track What’s Paid and What’s Overdue

View all Invoices and their status with Open Payments Invoices.

On a recurring template, click View History to see every invoice it’s sent out.
Check the overdue list once a week.
It’s the easiest way to catch a client who needs a nudge before it turns into a real cash flow problem.

Billing for Usage With GoHighLevel SaaS Mode

If you resell GoHighLevel under your own brand, GoHighLevel SaaS mode billing lets you charge clients a monthly subscription and pass on usage costs like SMS, calls, and email.

You set a subscription price for your branded version of GoHighLevel.
Usage costs- texts, calls, emails- get billed to the client too.
It takes more setup than regular invoicing, so it’s worth doing the first time carefully instead of fixing mistakes later.
If you’d rather not set it up yourself, we offer a SaaS mode setup service.

Three Mistakes Agencies Make With GoHighLevel Billing

1. Expecting auto-payment on the first invoice
No card is saved yet at that point, so the client has to pay it manually. Auto-payment only kicks in from the second invoice onward.

2. Scheduling a recurring series with the wrong price
Once it’s scheduled, you can’t bulk-fix the price, discount, or tax across the series. The only real fix is canceling it and rebuilding the whole thing correctly.

3. Assuming reminders cover every invoice
They don’t. GoHighLevel payment reminders skip any invoice that’s on auto-payment or already has a payment schedule attached.

Why Book a Free Consultation with Leadsflex Experts?

Automating your billing is just one part of the puzzle. GoHighLevel can help you streamline multiple aspects of your agency, from lead generation to marketing automation and beyond.

Our team has helped numerous agencies maximize their use of GoHighLevel, and we can do the same for you.

Here’s what you get when you book a free consultation:

A personalized walkthrough of GoHighLevel’s billing system.
Expert tips on how to automate your processes and save time.
A full evaluation of how GoHighLevel can support your agency’s specific needs.

Don’t waste any more time on manual tasks. Book a free consultation with us today, and let’s make billing the least of your worries.

Book a free consultation today! Let’s get your agency running like a well-oiled machine.

Conclusion

Billing the bill should not be a headache, especially with the help of GoHighLevel.

You’ll spend more time growing your agency, serving your clients, and increasing your revenue, thanks to automated invoices, reminders, and payment tracking.

Still need some help or have questions about getting it all set up? Our team of GoHighLevel experts is here to help.

FAQs

Can I bill clients in GoHighLevel without Stripe?

You need at least one payment gateway connected. Stripe is the most common choice, and PayPal works too.

Does GoHighLevel send payment reminders automatically?

You set them up yourself in Invoice Settings → Reminder Settings. They apply to invoices where auto-payment is off, and no payment schedule exists.

Can I charge a client’s card automatically each month?

Yes. Turn on Enable Auto-Payment. The first invoice still has to be paid manually so the card gets saved.

What’s the difference between invoices and SaaS mode?

Invoices bill clients for your services. SaaS mode is built for reselling GoHighLevel itself, with subscriptions and usage billing included.

How to Bill Clients Using GoHighLevel: A Complete Walkthrough

Two Ways to Bill Clients in GoHighLevel