GoHighLevel simplifies the payment process for your business, making it easier to set up and automate than ever before. With GoHighLevel, you can collect payments by integrating a payment gateway, through your marketing funnels or by sending customized invoices to your clients. Enjoy one-stop seamless payments for an entire year at a discount with this annual special deal on GoHighLevel. This extensive guide will walk you through the steps of setting up and accepting payments in GoHighLevel, ensuring smooth and efficient transactions for your business.
Taking Payments Through Invoices
Create an Invoice: Start by logging into your GoHighLevel account and switching to the sub-account you want to take payments for.
You can check out our guide on how to create and set up your client sub-accounts on GoHighLevel support if you’re starting with a new client. In your client or business sub-account dashboard, navigate to the Payments tab and click on Invoices. You can start creating a new invoice by clicking the + New button. If you want to create a one-time invoice to send to your customer right away, select New Invoice.
If you want recurring invoices sent to your customer at scheduled intervals, click New Recurring Template. Select a file, add a client, and enter the details for your invoice, including Name, Invoice Number (automatically generated), Issue Date, Due Date, Add Item, Total Amount, etc.
Click on the little gear icon beside the + New button to open up a settings menu where you can set the title of the invoice, terms and notes, design templates for a successfully paid invoice, add auto payment information, and so on.
Connect a Payment Gateway: You need to connect at least one payment gateway to your GoHighLevel account to start receiving payments. You will find the Integrate Payment Gateway button at the top of the new invoice menu.
You can connect a number of Payment Options to GoHighLevel, most notably Stripe. GoHighLevel offers native integration with Stripe, which is a user-friendly option. Integrating your Stripe account to GoHighLevel lets you enjoy faster and smoother transactions than with other payment channels.
Another method for adding a payment gateway is to click on Payments and head right to Integrations, where you can connect your Stripe, PayPal, Authorize.net, or Square. Upgrade to the GoHighLevel Pro (Unlimited) plan to unlock even more integrations on your account.
Follow the on-screen instructions to connect your GoHighLevel account to the chosen gateway. Once connected, you can configure settings like transaction fees and currency support.
Within the Payments page, you can also customize tax settings where applicable, add products, coupons, and subscriptions, and keep an eye on your orders and transactions.
Taking Payments Through Funnels
Set Up Products: Supposing you want to collect payments directly through the funnels you set up on GoHighLevel, you can implement that too within the Payments section. First of all, you need to add a product.
Navigate to the Products page and click on + Create Product or Import from Stripe. Continue to create your product by filling in the necessary details such as Product Name (could be something like ‘Subscription’ and not an actual physical product), Product Description, Product Type, Product Image, etc.
Then enter the pricing details, such as pricing name, type (one-time or recurring), billing period, and amount. Hit Create once you’re done, and you’ll now have a product in your GoHighLevel sub-account.
Add Payment Page to Funnel: Next, you’ll want to add a new step to your funnel to include payments.
If you’ve yet to create one, you can check out our step-by-step tutorial on how to set up a funnel in GoHighLevel to get started.
Once you’ve created a funnel, it’ll appear under Funnels in your Sites tab. Click on the ellipsis (three dots) on your created funnel to edit it. Click on Products at the top right of your screen to open a menu where you can add your product to the funnel. You can create a new product within this menu or click on the dropdown to add an existing product. Fill in the other necessary details and Hit Save once you’re done.
Now that you’ve added your product, click on +Add New Step back in the editing menu and fill in the following details:
Name for Page – Payments
Path – /payments
Import from ClickFunnels (Optional) – can be left blank
Then click on Create Funnel Step.
In the next step, you can choose to “Use existing” or “Create from blank” when customizing the template for your payment page.
On a blank page, you can add a wide or full-width row with one or multiple columns outlay to the top of your payment page.
Within the column, click on Add Element and scroll down to select a 1 STEP ORDER or 2 STEP ORDER. Drag and drop your preferred element to the column. Click on the gear icon on the element to open up a settings menu on the left side of the page. Customize everything from the page alignment to the button colors, size, text, text colors, and more. Scroll down on the settings menu to turn on or off additional options, such as on-page product description, coupon codes, etc.
Upon completing the design of your payment page, you can click the Preview button at the top right of the page to see what it looks like from the customer’s point of view. Hit Save once you’re satisfied with your changes.
Additional Tips:
- Recurring Billing: GoHighLevel allows you to set up recurring billing for subscriptions and memberships. This automates the payment process for your customers.
- Customizable Invoices: You can personalize your invoices with your logo, branding, and company information.
- Payment Receipts: GoHighLevel automatically generates payment receipts for each completed transaction.
- Security: GoHighLevel employs industry-standard security measures to protect your customers’ financial information.
Conclusion
GoHighLevel takes the hassle out of collecting payments, transforming it from a tedious, disjointed chore into a smooth and efficient process. Whether you’re managing sales funnels or sending invoices, GoHighLevel provides a unified platform to streamline your finances.
Still unsure about the potential benefits of GoHighLevel for your business? Take advantage of this extended 30-day free trial offer to see how it works for you.
With intuitive interfaces, secure integrations, and automated features, GoHighLevel empowers you to collect payments effortlessly, freeing up your time and resources to focus on what truly matters – growing your business.
