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Sending Invoices

Invoices are sent to operators for their funding success fees, calculated from the funded amount and agreement percentage.

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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”

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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.