Sending Invoices
Invoices are sent to operators for their funding success fees, calculated from the funded amount and agreement percentage.Create an Invoice
1
Open the Contact
From the funding queue, click into the contact
2
Click Generate Invoice
Find the invoice section and click “Generate Invoice”
3
Select the Opportunity
Choose the opportunity (deal) to invoice against
4
Review the Calculation
Verify: Funded Amount x Agreement Rate = Invoice Total
5
Customize the Email
Edit the subject line and message if needed
6
Confirm and Send
Check the review box, then click “Send Invoice”
What Happens After Sending
- The invoice email is sent through the operator’s GHL sub-account
- A note is added to the contact record in GHL
- The invoice appears in the Invoices page with “Sent” status
- A due date is automatically set (30 days from send date)
Invoices require a funded amount and agreement percentage on the opportunity. If either is missing, the dialog will show what’s needed.