7:30सारांश. GoHighLevel's document and contract tool supports automatic invoice generation tied to a signed agreement. After creating or selecting a contract template, you add a product list element, configure items with pricing and optional discounts, and enable the direct payment option. When a recipient signs and submits, GoHighLevel creates and sends the invoice right away. You can view, edit, and resend invoices from the Payments section of your account.
स्टेप
Open Payments and navigate to Documents and Contracts
Click Payments in the left navigation, then select Documents and Contracts at the top and open the contract you want to use.
Add recipients and a product list
Add the required signers, then click Add Element and drag a Product List into the document. Add your products or create new items with pricing, optional discounts, and VAT if needed.
Enable direct payment and signature fields
Toggle on Direct Payment in the product list settings so payment is collected at signing. Add signature fields for each required signer.
Send and confirm
Click Save, then Send. Once a recipient signs and clicks Finish, GoHighLevel generates and sends the invoice automatically.
