Skip to main content
GHL MCP Guide
IVO

Invoice Operations

Invoices & Estimates · Intermediate · Updated March 2026

Void, send, record manual payments, and trigger text2pay for invoices -- operational actions that move invoices through the billing lifecycle.

Invoice Operations covers the action layer of invoicing — the things you do to an invoice after it exists. Send it to the customer, void it if it was created in error, record a manual payment, or send a text2pay SMS link for mobile payment.

What This MCP Tool Does

This tool handles the operational actions on invoices that move them through the billing lifecycle. While Invoice CRUD manages the document itself, Invoice Operations manages what happens to it.

Endpoint Reference

Void an invoice: POST /invoices/{invoiceId}/void Mark an invoice as voided. Cannot be undone. Use instead of deleting sent invoices.

Send an invoice: POST /invoices/{invoiceId}/send Deliver the invoice to the associated contact via email with a payment link.

Record a manual payment: POST /invoices/{invoiceId}/record-payment Log a payment received outside the platform (cash, check, bank transfer). Updates the invoice balance.

Send text2pay: POST /invoices/{invoiceId}/text2pay Send an SMS to the contact with a direct payment link for the invoice.

Authentication

Requires a Private Integration Token (PIT) with the invoices scope enabled.

Key Parameters

For recording manual payments:

  • amount — payment amount received
  • method — how the payment was made (cash, check, transfer)
  • notes — optional documentation

For text2pay:

  • The SMS is sent to the contact’s phone number on file
  • A secure payment link is included in the message

Important Notes

Voiding an invoice is different from deleting it. Voided invoices remain in the system for record-keeping and accounting purposes. Deleted invoices are removed entirely. For invoices that have been sent to customers, always void rather than delete.

The text2pay feature is one of the highest-converting payment collection methods. An SMS with a direct payment link that the customer can tap and pay in 30 seconds consistently outperforms email-only invoice delivery.

Manual payment recording does not move money. It updates the invoice record to reflect that payment was received through other means. Ensure the actual payment has been verified before recording it.

Common Questions

Can I void a partially paid invoice? Check the platform behavior for partial payment voids. You may need to refund the partial payment separately before voiding.

Does sending an invoice create a notification for the customer? Yes. The send action triggers an email to the contact with the invoice details and a payment link.

Can I schedule an invoice to send at a future date? Check the send endpoint parameters for scheduling. If not supported natively, use a workflow or external scheduler to trigger the send at the desired time.

How does text2pay differ from the email payment link? Same payment destination, different delivery channel. Text2pay sends an SMS with the link. Email send includes the link in the invoice email. Both lead to the same payment page.

Back to GHL MCP Guide