Growthable

How to Add Recurring Products to Your GoHighLevel Document Builder

Updated March 5, 2025

Managing recurring billing inside GoHighLevel contracts has historically required manual workarounds that slow down client onboarding. By adding recurring products directly to your Document Builder product list, you can automate invoice scheduling and handle setup fees from the moment a document is signed.

What’s new?

  • You now have the ability to include recurring products in your product list within the Document Builder.
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  • If your product has a set up fee associated, it would show up as a separate row item
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  • If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  • You can also add a recurring schedule to your Document templates
    with capability to assign the start date as the completed date of the document.
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How to use it?

  • Add a product list to your document
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  • Add recurring as well as one time products in the product list
  • If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
  • Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
  • Set up fee associated with a product is shown separately in the product list



Why did we build it?

  • To simplify the invoice acceptance process after signing a document, we’ve removed the barriers caused by recurring products and setup fees. Now, you can seamlessly use contracts without these limitations.



What’s next on Payments via Documents and Contracts

  • 2 In 1 Documents: Showing invoice directly after primary signer signs the document
  • One time Deposit: Collecting a %age of the total product value in the invoice