Sending Quotes & Invoices to GoHighLevel

Once your GoHighLevel integration is connected, you can send quote PDFs and create invoices directly from any quote.

Sending a Quote PDF

1. Open a quote from your quote list
2. Click Send to GoHighLevel
3. Search for the patient by name, email, or phone number
4. Select the matching GoHighLevel contact
5. Choose Send Quote PDF
6. Click Send

The quote PDF will be uploaded to the contact’s records in GoHighLevel.

Creating an Invoice

1. Open a quote from your quote list
2. Click Send to GoHighLevel
3. Search for and select the GoHighLevel contact
4. Choose Send Invoice
5. Click Send

An invoice will be created in GoHighLevel with all the line items from the quote, including surgeon fees, facility fees, anesthesia fees, and any additional fees.

Tips

• Make sure the patient exists as a contact in GoHighLevel before sending
• Invoices include all line items at the amounts shown on the quote
• You can send both a PDF and an invoice for the same quote

Need help? Contact us at https://mysurgeryquote.com/contact/