Payments & Invoicing
How to Set Up Payment Dashboard Widgets and Reporting in GoHighLevel
By Marnix Geerkens. Published 2025-09-16. Updated 2026-06-02.
GoHighLevel dashboards support dedicated payment widgets that give you a visual read on revenue, failed charges, refunds, and subscription trends without leaving the platform. You pick a chart type, select the metric, filter by status or source, set a date range, and optionally compare against a previous period. Each widget is independent, so you can build a focused payments dashboard alongside your existing CRM view.
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Summary. Payment widgets in GoHighLevel turn raw transaction data into readable charts on a custom dashboard. You can track total revenue, recurring versus one-time trends, payment success and failure rates, coupon redemptions, invoice payment rates, and refunds, all with configurable date ranges and comparison periods. Building a dedicated payments dashboard gives you a quick financial snapshot without running manual reports.
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Watch it, then build it
Get the full platform free for 30 days
30 days, not 14Full platform, nothing held backFree community and setup help
Frequently asked questions
Where do I add payment widgets in GoHighLevel?
Go to Dashboards, create or edit a dashboard, click Add Widget, scroll to Payments.
Can I compare this month's revenue to last month in the same widget?
Yes. Set the date range and choose a comparison period in the widget settings.
Can I filter a widget to show only live-mode transactions?
Yes. Add a condition for payment mode equals live in the widget's conditions panel.
What chart types are available for payment widgets?
Numeric, donut, bar, horizontal bar, line, and table.