GoHighLevel Invoice Reminder Workflow: Recipe 21 Checklist

GoHighLevel workflow recipe 21 · names checked against HighLevel’s help center on October 17, 2026

The problem: Sent invoices go unpaid and reminders depend on memory.

What this workflow does: If you send an invoice, GoHighLevel reminds until it's paid.

The workflow at a glance

1. Trigger — Invoice · Sent
2. Wait — Wait · 3 days
3. Action — Send SMS · friendly reminder
4. Wait — Wait · 4 days
5. Action — Send Email · invoice link again
6. Goal — Goal Event · Invoice Paid

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

1. Automation → Workflows → Create Workflow → Start from scratch.
2. Add New Trigger → Invoice, status Sent.
3. Wait: 3 days. Send SMS: friendly reminder with the invoice link.
4. Wait: 4 days. Send Email: the invoice link again.
5. Goal Event → Invoice Paid, End this workflow, so paid clients get nothing more.

Example SMS message

Hi {{contact.first_name}}, a friendly reminder that invoice [number] from [Business] is open: [invoice link]. Thank you!

Example only — write your own wording.

Before you publish the workflow

• Goal Event: Invoice Paid ends it
• Put the invoice link in every message
• US texting needs A2P 10DLC registration
• A2P 10DLC registration is required for SMS to US numbers from local numbers.

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

• Workflow Trigger – Invoice — HighLevel help center, page updated 2026-05-12
• Workflow Action – Wait — HighLevel help center, page updated 2026-09-07
• Workflow Action – Send SMS — HighLevel help center, page updated 2026-08-31
• Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24
• Workflow Action – Goal Event — HighLevel help center, page updated 2026-07-08
• US Phone Number Registrations (A2P 10DLC) — HighLevel help center, page updated 2026-09-04

Want it built for you?

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