hey, i am using saas pro plan and im planning to sell the ghl whitelabeled version on a monthly basis , its an recurring amount therefore do i need to send them invoice ?
I have a calendar where leads can self-book their appointments, can I have a Workflow to automatically create an invoice every time a lead schedules an appointment so they can prepay it?
No there is no workflow way to accept payments however you can set the appointment up to require payment while they are booking which would do the same thing. Have a great day.
@@HLGuy Hi HLGuy, thanks for the prompt response, I Really appreciated it, and, do you mean activating the credit card field for payment in the calendar settings, or is there another way?
@@simoncolmenares I was referring to activating the credit card payment in the calendar settings. That is the only automated way to get paid for each booking. You can also have the calendar appointment not auto-confirm the appointment and then create a workflow to notify team member to send out a text to pay or invoice to customer, wait for it to be paid then confirm the appointment afterwards but that is time consuming and may not get done before the appointment time. Hope this helps.
Hey,i am using saas pro plan and im planning to sell the ghl whitelabelled version on a monthly basis , it is an recurring amount therefore do i need to send them invoice every month ?
@@HLGuy my mistake, I meant ghl saas plan . Now I am confused as when a client signs up for my saas plan via the 2 step order form , as they are billed automatically each month by ghl do I need to send them an invoice after the payment ? BTW I had a doubt regarding using WordPress website, I wanted to use WordPress website for my saas business as they are much better compared to gohighlevel website , will you please explain regarding the leadconnector plugin , regarding ghl hosting etc (I am not planning to resell WordPress to my clients,I just want to use WordPress for my own subacount and sell saas ) Thank you !
Great tutorial on this subject! Respect!
Thank you and thanks for watching.
Thank you so much! I'm just getting into this and this is sooooo useful! Def following!
Awesome! Thank you!
They recently updated the invoice customization video... Would love to see a follow-up to this video explaining those new features!
Its on the list. :)
Ray you are amazing !
Nicole thank you. Have a great day.
hey, i am using saas pro plan and im planning to sell the ghl whitelabeled version on a monthly basis , its an recurring amount therefore do i need to send them invoice ?
If you are on the $297 then yes you do. Billing is manual. Upgrading to the $497 will make this automated.
What about the contracts feature Ray?
Working on that video now. Taking some time to get everything setup to show all features. Check back in a week to see it.
I have a calendar where leads can self-book their appointments, can I have a Workflow to automatically create an invoice every time a lead schedules an appointment so they can prepay it?
No there is no workflow way to accept payments however you can set the appointment up to require payment while they are booking which would do the same thing. Have a great day.
@@HLGuy Hi HLGuy, thanks for the prompt response, I Really appreciated it, and, do you mean activating the credit card field for payment in the calendar settings, or is there another way?
@@simoncolmenares I was referring to activating the credit card payment in the calendar settings. That is the only automated way to get paid for each booking. You can also have the calendar appointment not auto-confirm the appointment and then create a workflow to notify team member to send out a text to pay or invoice to customer, wait for it to be paid then confirm the appointment afterwards but that is time consuming and may not get done before the appointment time. Hope this helps.
@@HLGuy It really helps, thank you so much
Hey,i am using saas pro plan and im planning to sell the ghl whitelabelled version on a monthly basis , it is an recurring amount therefore do i need to send them invoice every month ?
Not with agency pro. Use the saas configurator to sign them up and their credit card will be billed each month.
@@HLGuy my mistake, I meant ghl saas plan . Now I am confused as when a client signs up for my saas plan via the 2 step order form , as they are billed automatically each month by ghl do I need to send them an invoice after the payment ?
BTW I had a doubt regarding using WordPress website, I wanted to use WordPress website for my saas business as they are much better compared to gohighlevel website , will you please explain regarding the leadconnector plugin , regarding ghl hosting etc
(I am not planning to resell WordPress to my clients,I just want to use WordPress for my own subacount and sell saas )
Thank you !
Is there a way to hide your address on the invoice?
Great question. I do not know how. You might want to contact ghl support.
Do you offer consulting for people that are using GHL with another agency?
Yes.
Stripe ain't available in my country, is there any other options or ?
Wow not sure. You will have to get GHL support involved. You have to have stripe connected at the agency level.
@@HLGuy Oh well...thanks ill see what i can do
Is it possible to have bill to and ship to on the invoice?
The bill to field is available but I don't believe the ship to address.