Part of our guide: What is the best CRM for a trades business in the UK?.
Written by Dan Sagar, FoundationsAI. Updated October 2026.
In GoHighLevel, you can send quotes and invoices from the customer's record, add your VAT details, let customers pay by card through a link, and have reminders go out automatically when an invoice is due or overdue. It's quicker than doing invoices by hand and helps you get paid faster. You'll still need accounting software such as Xero or QuickBooks for your books and VAT returns.
What you can do
| Task | How it works in GoHighLevel |
|---|---|
| Quote (estimate) | Build it from the customer's record and send it by email or text. They can accept it online |
| Invoice | Turn the job into an invoice with labour, materials and VAT |
| Take payment | Customers pay by card through a link in the email or text |
| Chase late payers | Automatic reminders before and after the due date |
| Regular work | Recurring invoices for service contracts and maintenance plans |
| Accounting | Connect to QuickBooks, or pass invoices to other accounting software |
Setting it up
- Add your business details, logo, VAT number and payment terms.
- Connect a payment provider such as Stripe so customers can pay by card.
- Set up your products and services with prices and VAT, so invoices are quick to build.
- Turn on reminders, for example 3 days before the due date, on the day, and 7 days after.
- Connect your accounting software so you're not typing everything twice.
Tips that get you paid faster
- Invoice the same day the job is finished, ideally before you leave.
- Always include a payment link. The easier it is to pay, the sooner people do.
- Text the invoice as well as emailing it. Texts are seen quickly.
- Take deposits on bigger jobs before you start.
- Let the reminders do the chasing, so you don't have to have awkward conversations.
What it doesn't do
GoHighLevel handles invoices and payments, but it isn't accounting software. You'll still need Xero, QuickBooks or similar for your books, expenses and VAT returns. More on its limits in what GoHighLevel is bad at.
Common questions
Can GoHighLevel replace Xero or QuickBooks?
No. It sends invoices and takes payments, but you still need accounting software for your books and VAT.
Can customers pay invoices by card?
Yes. Once you connect a payment provider like Stripe, every invoice can include a link to pay by card.
Can GoHighLevel chase late payments automatically?
Yes. You can set reminders to go out before and after the due date until the invoice is paid.
Can I add VAT to invoices?
Yes. Add your VAT number and set the VAT rate on your products and services.
Can I send recurring invoices?
Yes, which is useful for service contracts and maintenance plans.
Want it set up for your business?
Book a 45-minute demo and we'll show you a quote turning into an invoice and getting paid on a live account. For the bigger picture, see the best CRM for UK trades.