Getting Started – Create and Send Invoices

Managing your sales and billing doesn’t have to be tedious! Think of invoices as your business calling cards—they represent your professionalism and set clear expectations with your customers. Let’s dive in and see how easily you can customize and send invoices right from your dashboard.

TABLE OF CONTENTS

• Create Invoice
• Edit General Invoice Settings
• Manage Invoice

Create Invoice

Ready to send your first invoice? Great! Here’s the simplest way to create one:

1. Navigate to Payments > Invoices & Estimates.
2. Click New > New Invoice.

   

3. Configure your invoice with details (items, prices, customer info).
4. Click Save.
5. Finally, click Send.

   

Next, you can:

• Explore adding payment plans to help your customers.
• Set up recurring invoices for ongoing services.

Learn More

• How to create invoices in HighLevel 
• How to add Payment Plans to your Invoices? 
• How to create recurring Invoices 
• How to create invoices in HighLevel (Mobile App)

Edit General Invoice Settings

Customizing your invoices makes your brand stand out and ensures clarity. Here’s how to make your invoices uniquely yours:

1. Navigate to Payments > Invoices & Estimates.
2. Click the Settings (gear icon).

   

3. Adjust your general settings (add your logo, company info, default payment terms).
4. When you’re satisfied, click Save.

   

Next, you can:

• Set up recurring invoices to streamline regular billing.
• Adjust your payment schedules to manage partial payments smoothly.

Learn More

• How to Edit Recurring Invoices 
• Editing of Payment Schedules and Partially Paid Invoices 
• How to Use Invoices in the Mobile App

Manage Invoice

Keeping track of your invoices helps you stay organized and ensures timely payments. Here’s how to quickly manage your existing invoices:

1. Navigate to Payments > Invoices & Estimates.
2. Find the invoice you’re looking for in the invoice list.
3. Review its status (e.g., Draft, Sent, Paid).

   

Next, you can:

• Follow up with customers directly from the invoice view.
• Create new estimates or invoices based on previous ones.

Happy invoicing!