Set up Win! with GoHighLevel

Five short sections, about 15 minutes for the essentials. You keep creating invoices in GoHighLevel exactly as you do today. See the overview of all setup paths.

1. Name your business and set your state

≈ 2 minutes

1
Open your business profile
Go to Connections and stay on the Business profile tab.
2
Enter your business name
This is the name your customers see at the top of every payment page and email. Save it.
3
Choose your legal business state
Pick the state your business is legally located in, tick the box certifying that it is your legal business location, then click Save business state. It takes about 30 seconds.

This step is required. Until it is done no customer can pay: a payment link shows “Payment not yet available”. Surcharge rules differ by state, so Win! also checks your state before any card or ACH fee can apply, and keeps those fees off until it knows where you operate. You remain responsible for following the laws where you do business.

2. Connect GoHighLevel

≈ 3 minutes

You'll need

A GoHighLevel sub-account (a Location) that you are able to authorise, holding the invoices you want Win! to collect on.

1
Open Connections and choose GoHighLevel
Go to Connections. If no platform is connected yet, Win! asks Which accounting platform do you use? Pick Go High Level.
2
Click “Connect Go High Level”
HighLevel's marketplace consent screen opens in a new browser tab.
3
Choose the sub-account
Sign in to HighLevel and pick the Location you want to link. Win! connects to one Location at a time, so choose the one your invoices live in.
4
Review the permissions and allow
Win! requests read access to contacts, invoices, locations, and products, plus permission to record payments against your invoices and to create a contact when a technician invoices a walk-up customer. Click Allow.
5
Back on Connections
The GoHighLevel card shows Connected and your Location name. Click the refresh icon in the card header (tooltip Sync Go High Level now) to import your open invoices straight away.

Xero and QuickBooks tell Win! the moment you raise an invoice. GoHighLevel has no equivalent notification, so Win! checks for new invoices once an hour instead. Use the refresh icon whenever you need one picked up immediately.

If the Field Tech App shows an empty product list, or cannot invoice a walk-up customer, your connection predates those two permissions. An authorisation already granted cannot pick them up on its own: disconnect and reconnect once and both start working.

3. Connect Stripe

≈ 5 minutes

You'll need

A Stripe account (new or existing). If you don't have one yet, you can create it during this step, or sign up free at stripe.com . You'll need basic business details and a bank account for payouts.

1
Open Connections and click “Connect Stripe”
Find the Stripe card on Connections.
2
Tell Win! which kind of account you have
A dialog titled Connect your Stripe account offers two choices: I'm new to Stripe creates an account for you, and I already have a Stripe account lets you sign in and click Authorize on Stripe's own site. Stripe opens in a new tab.
3
Finish Stripe's onboarding if you are new
Complete business type, address, owner identity, and the bank account for payouts. Existing accounts skip straight to authorising.
4
Come back to Win!
The Stripe card shows Connected, your Stripe account ID, and checkmarks for Charges, Payouts, and ACH once Stripe has verified your details.

Direct charges: payments go to your Stripe balance, not ours. Stripe's processing fees apply as normal, and Win! charges its own flat subscription separately.

4. Send your first payment link

≈ 2 minutes

1
Open Invoices
Go to Invoices. Your open invoices have already been imported.
2
Click “Send link” on an unpaid invoice
Confirm the Send payment link? prompt. The customer needs an email address saved on their record.
3
Your customer pays
They receive an email from your business with a Pay Now button. They can pay by card (Apple Pay and Google Pay appear where their device supports them) or by US bank account, with no account to create.
4
Your books update
A card payment is written back to the invoice within seconds. A bank (ACH) payment is written back once the debit clears, which can take up to 4 business days.

If you have an active custom domain, the link uses it automatically (for example pay.yourbusiness.com). Otherwise it uses Win!'s address, payment.webtechpro.com.

5. Optional: send emails from your own address

≈ 5 minutes + DNS wait

You'll need

An active custom domain (set up on the Custom Domain tab of Connections) and access to your domain's DNS settings.

1
Open the sender card
On Connections, open the Custom Domain tab and find the email sender card.
2
Enter your address and name
For example [email protected], and the name customers should see.
3
Add the three DNS records
Win! shows one CNAME for mail and two DKIM CNAMEs. Add them at your DNS provider.
4
Wait for the green light
Win! re-checks every hour and emails you when the address goes live. You can also use the check button on the card to test straight away.

Until it is verified, your customers still see your business name as the sender and replies come to your contact email. Verifying the address makes every customer email come from it directly.

6. Going further

when you are ready

1
Autopay (optional)
On Invoices, click Autopay on an invoice, or use Send Unpaid Invoices from a client. The customer saves a card or bank account once on the page that opens. Invoices they pick are charged right away, and future invoices are charged on their due date. If a charge fails, Win! retries daily (up to five attempts in total for a card, three for a bank account, to stay within Nacha's retry rules) and emails you and the customer after a failure.
2
Reminders and the Pay Now email
On Automation you can email the Pay Now link when a new invoice appears, switch on polite reminders, pick a schedule (Gentle, Standard, Firm, Aggressive, or Custom), and set your business timezone. New clients wait for your approval before the first automatic email.
3
Send Unpaid Invoices in one email
Open a client from Clients and click Send Unpaid Invoices. One email lists every outstanding invoice with a Pay link next to each and a Pay Invoices button, all leading to the autopay-enabled checkout.
4
Brand your pages and emails
On Connections, in the Business profile tab, upload your Customer portal logo and Square icon and pick your Primary brand color. They appear on your payment pages and customer emails.

GoHighLevel has no payout reconciliation settings: Win! records each payment against the matching invoice, and Stripe pays out to your bank as usual.

Using a different platform? Xero or QuickBooks Online. Win! imports invoices from one platform at a time.