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GHL MCP Guide
IVT

Invoice Templates

Invoices & Estimates · Intermediate · Updated March 2026

Manage invoice templates with customizable late fee rules and payment method configurations for standardized billing.

Invoice Templates standardize the look, terms, and payment rules across all invoices in a sub-account. Instead of configuring late fees, payment methods, and formatting on every invoice, set it once in a template and apply it consistently.

What This MCP Tool Does

This tool lets you create and list invoice templates, and configure late fee rules and payment method settings on each template. Templates ensure every invoice sent from a sub-account follows the same professional standard.

Endpoint Reference

Create a template: POST /invoices/templates Create a new invoice template with formatting and billing rules.

List all templates: GET /invoices/templates Retrieve all invoice templates in the sub-account.

Update late fee rules: PUT /invoices/templates/{templateId}/late-fees Configure late fee percentages, grace periods, and frequency for a template.

Update payment methods: PUT /invoices/templates/{templateId}/payment-methods Set which payment methods are accepted for invoices using this template.

Authentication

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

Key Parameters

Template configuration includes:

  • Template name and description
  • Late fee settings (percentage, fixed amount, grace period, frequency)
  • Accepted payment methods (credit card, ACH, etc.)
  • Default payment terms and due date rules

Important Notes

Templates define defaults that individual invoices inherit. You can still override template settings on a per-invoice basis when needed. The template provides the baseline.

Late fee automation is built into the template. Once configured, late fees are applied automatically based on the rules. Make sure the grace period and fee amounts comply with your client’s local regulations.

For agencies managing multiple clients, create a standard template for each service tier. The template ensures consistent billing practices across the agency.

Common Questions

Can I have multiple templates in one sub-account? Yes. Different service lines or client types might warrant different templates with different payment terms and late fee rules.

Do changes to a template affect existing invoices? Typically no. Existing invoices retain the settings they were created with. Template changes apply to new invoices created with that template.

Can I preview what an invoice looks like with a specific template? Check the API for preview endpoints. If not available, create a draft invoice with the template and review before sending.

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