Logo

How To Use The Payments Tab for GoHighLevel

How To Use The Payments Tab

Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, in order to manage your business. You can save time and work more efficiently by managing all payment-related aspects of your business in one convenient location.

For example, you can create and manage a product directly from this section, and it can be added into Funnels or used within Workflows. The products can also be added to an invoice. Within this section you can also view a list of all your orders and transactions, to help you with tracking payments to your business.

Here’s a brief overview of each tab you may see within your Payments section:

Invoices: prepare and send out customized invoices out for payment

Orders: this tab provides a searchable, sortable list of all orders for your products and services, which can be exported via Excel.

Transactions: this tab provides a searchable, sortable list of all transactions in your system, which can be exported via Excel.

Products: create products for your services/products you offer. You can then add them to funnel pages, invoices, and more.

Tax Settings: set a tax percentage to ensure you’re collecting proper taxes for your business

Integrations: connect Paypal and/or Stripe, which are merchant processing platforms that allow you to capture secure payments.

Step 1: Accessing the Payments Section

  • Navigate to Payments
  • Here you may see several tabs: Invoices, Orders, Transactions, Products, Tax Settings, Integrations
  • Click into the tab you wish to use.
  • Click into another tab anytime.

Step 2: Integrating Paypal or Stripe

  • Navigate to Payments > Integrations
  • To integrate a Paypal account, add your Client ID and Secret ID from your Paypal account.
    • NOTE: Check out our “How to Integrate and Use Paypal” tutorial for the step-by-step instructions on how to create your Paypal account and set up the Client ID and Secret ID.
  • Click Save to confirm the integration.
  • To integrate a Stripe account, click “Connect with Stripe”.
  • Log in to your Stripe account.
  • Accept any permissions requested for LeadConnector.
  • Click Save to confirm the integration.

Step 3: Creating Products

  • Navigate to Payments > Products
  • Click + Add Product
  • Create a product and fill out all the requested information such a name, description, price, currency, and billing frequency.
  • Click Create this Product to add the product to your system.

Check out our other articles on specific features within the Payments section.

Related Articles

Customize Email and SMS notifications for invoicing in GoHighLevel

Introducing a fresh capability empowering businesses to customize email and text alerts for invoicing, diverging from the conventional system defaults. Tailor your notifications according to your preferences, seamlessly integrating customer specifics and invoice amounts for a personalized touch. What is the Invoice Notification Customization feature? The latest addition empowers businesses with the ability to tailor […]

John Mamado

How-to add Taxes Overview in GoHighLevel

Effectively overseeing tax responsibilities within your business is vital for maintaining compliance and orderliness. Utilize the Tax Settings functionality within your CRM to streamline tax management, enabling effortless addition, organization, and application of taxes. This robust feature not only saves time but also minimizes errors, thereby optimizing financial operations. Additionally, leveraging the SaaS workaround through […]

John Mamado

How to enable Sales Receipts for Order Form, Calendar and Invoice payments in GoHighLevel

In the realm of business exchanges, receipts play a pivotal role, furnishing customers with tangible evidence of their transactions. Serving as a testament to payment, they facilitate precise record-keeping for both businesses and clientele alike. Recognizing the significance of streamlined receipt handling, we’re excited to unveil our newest offering: Automated Receipts. How to enable Sales […]

John Mamado

What is listed on the Subscriptions page on Payments in GoHighLevel

In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions  Please Note: Subscriptions generated through funnel version 2 order forms exclusively populate the subscriptions page. Stay tuned for upcoming features allowing subscription management, including cancellation and refund initiation, directly within the platform, eliminating […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist