How to Set Up Automated Invoice Reminders in GoHighLevel
Updated March 5, 2025
Late or missing invoice payments are a common cash-flow problem for agencies managing multiple clients through GoHighLevel. This guide walks you through configuring automated invoice reminders — including custom schedules, email and SMS templates, and frequency limits — so you get paid on time without manual follow-up.
What’s New?
- Create multiple reminders with ease by adding new ones and conveniently toggling them on or off as needed.
- Delete a reminder if needed
- Customize the number of reminders, personalize email notifications, and adjust the sending schedule based on the invoice due date or dispatch date.
How to use it?
- Go to Settings within Invoices
- Click on Reminder Settings
- Configure below details for every reminder:
- Reminder Name
- Reminder Template for Email and SMS – Use existing or edit an existing template and create a new one on the go!
- Edit the Subject of your email
- Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
- Set Maximum reminders to limit when the reminder will stop to go
- Click on Add New Reminder to add another reminder
- Delete a reminder if needed or just turn it off using a toggle