How to Create and Send Invoices in HighLevel

Imagine this. You just delivered a massive website build for a new client. They love the final product. They are ready to pay the final balance. You tell them you will send the invoice over right away so they can settle up.

But your billing system is a mess. You open a generic text document template. You manually type in the line items. You export it as a PDF and attach it to an email. Three days go by. The client forgot about the email because it got buried in their inbox. Now you are playing collection agent. You are sending awkward follow-up texts and begging for a wire transfer instead of focusing on your next big deal.

You cannot scale an agency if it is hard for people to pay you. HighLevel fixes this instantly. You can create, customize, and track professional invoices directly inside your CRM. Your clients get a seamless payment experience, and you stop wasting hours chasing down checks. Let us get your billing system dialed in right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Customize Your Invoice Settings

First, we need to make sure your billing documents actually match your high-end brand aesthetic.

1. Navigate to Payments on your main left-hand menu and select Invoices & Estimates.
2. Click the Settings gear icon at the top of the page.
3. Adjust your general settings by adding your agency logo, updating your company information, and defining your default payment terms.
4. Click Save to lock in your professional brand appearance.

Part 2: Create and Send Your Invoice

Now let us actually bill the client so you can collect your cash.

1. Navigate back to Payments and select Invoices & Estimates.
2. Click the New button and select New Invoice from the dropdown menu.
3. Configure your document by adding specific line items, adjusting your prices, and selecting the correct customer profile.
4. Click Save to draft the document, and then click Send to deliver it directly to your client for payment.

Part 3: Manage Your Active Invoices

Time to track your cash flow and ensure those payments actually clear the bank.

1. Go to Payments and open Invoices & Estimates.
2. Find the specific invoice you are looking for in your main list view.
3. Review its current status to instantly see if it is marked as Draft, Sent, or Paid.
4. Use this dashboard to quickly follow up with customers or duplicate past invoices for recurring client work.

Centralizing your invoices guarantees your agency looks professional and gets paid much faster.

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