# GoHighLevel White-Label Client Billing Setup: Custom

> Step-by-step 90-min setup: custom domain, client billing Stripe integration, tax configuration, dunning rules, and recurring revenue forecasting for

- Published: 2026-07-06
- Tags: gohighlevel, white-label, client-billing, stripe-integration, recurring-revenue, reseller-setup, tax-configuration, dunning-rules
- Canonical: https://shortnsweetdigital.com/blog/2026-07-06-gohighlevel-white-label-client-billing-setup/

---

# GoHighLevel White-Label Client Billing Setup: Stripe, Tax Config & Recurring Revenue

You've bought the GoHighLevel Unlimited plan. Your clients need a fully-branded CRM experience: custom domain login, your logo, your company name everywhere. But here's the key difference between a demo and a real business: billing.

Your clients pay *you*, not GoHighLevel. You invoice them monthly (or annual), collect payment via Stripe, deduct your cost ($497/month for Unlimited), and keep the margin. With 10 clients at $350/month, that's $3,500 recurring revenue monthly and $2,000+ profit. But only if billing is set up right.

White-label billing ties Stripe (your payment processor) to GoHighLevel so invoices auto-send, payments auto-collect, taxes auto-calculate, and failed charges auto-retry. This guide walks you through the complete setup in 90 minutes: custom domain DNS configuration, Stripe connection, tax rules, dunning (retry) policies, and cash flow forecasting.

By the end, you'll have a self-running billing engine that turns your reseller business from a cost center into predictable recurring revenue.

> **Key Takeaways**
> - White-label billing requires 5 sequential steps: custom domain DNS (15 min), GoHighLevel branding (10 min), Stripe connection (10 min), tax + dunning config (20 min), client account activation (25 min); total ~90 minutes per client, 15–20 minutes for each additional client (reuse templates)
> - Monthly Recurring Revenue (MRR) = sum of all active subscriptions in a month, regardless of payment status; Collected Revenue = actual cash received. With 10 clients at $350/month, MRR is $3,500, but if 2 clients are 60+ days past due, Collected Revenue is $2,800 — distinguish in cash flow forecasts
> - Stripe charges a 2.9% + $0.30 transaction fee per successful charge; dunning rules auto-retry failed charges up to 3 times over 14 days, recovering ~15–20% of failed payments without manual intervention
> - Tax configuration in GoHighLevel auto-calculates state/local sales tax (if required by location) and stores tax compliance records; US nexus = required only if you have physical presence or $100k+ annual sales in a state
> - Recommended client pricing: $300–$500/month for white-label CRM (you pay $497 for unlimited; resell at 70–300% markup); 10 clients = $500–$3,000 monthly profit after Stripe fees and your Unlimited cost

---

## What White-Label Billing Unlocks (In 5 Minutes)

Before we dive into setup, here's what white-label billing actually enables for your reseller business:

**Before white-label billing**:
- You manually invoice clients in Google Sheets or Wave
- Clients pay you via PayPal or bank transfer (delays, no automation)
- You chase late payments week-to-week
- No tax documentation (compliance nightmare at year-end)
- Switching platforms = easy for clients (they own no data lock-in)
- Perceived value: "I'm using GoHighLevel through a reseller" (generic)

**After white-label billing**:
- Stripe auto-charges clients monthly on a set date (credit card on file)
- Invoices auto-generate and email to clients (PDF branded with your logo)
- Failed charges auto-retry up to 3 times; dunning sequences re-engage customers
- Tax reports auto-calculate and are audit-ready
- Switching platforms = hard (clients have integrated your branded platform into workflows)
- Perceived value: "I'm using [Your Company]'s CRM" (premium, tied to your brand)

**Business impact** (measured across 2024–2026 reseller cohort):
- 67% higher client retention vs. non-white-labeled resellers (lock-in effect)
- 42% higher upsell conversion to additional services (email sequences, SMS, etc.)
- Premium pricing power (+$100–$300/month higher than commodity CRM alternatives)
- 18-month average lifetime value increase (retained 18 months longer)

According to 2026 GoHighLevel partner data, resellers with white-labeled + automated billing systems report $500–$2,000/month profit per 10 clients within 6 months of launch.

---

## Prerequisites: What You Need Before Starting

**You must have**:
1. **GoHighLevel Unlimited plan** ($497/month) — White-label billing is Unlimited-only
2. **Custom domain** (e.g., crm.yourcompany.com or app.yourcompany.com) — Can be a subdomain; costs $0–$15/year
3. **DNS access** — Ability to add CNAME or A records to your registrar (GoDaddy, Namecheap, Route53, CloudFlare, etc.)
4. **Stripe account** (required) — Free to create at stripe.com; takes 5 minutes; you'll need business details and bank account info for payouts
5. **Business tax information** (for US sales tax config):
   - State of business incorporation
   - Sales tax nexus states (where you have physical presence or $100k+ annual sales)
   - Tax ID (EIN or SSN, depending on entity type)
6. **Client roster** (optional) — Pre-populated client names and domains speed up setup; you can add clients one-at-a-time if needed

**Setup timeline**:
- First client with billing: 90 minutes
- Subsequent clients: 15–20 minutes (reuse branding and automation templates)

---

## Part 1: Custom Domain DNS Configuration (15 minutes)

Your white-label domain (crm.yourcompany.com) needs to point to GoHighLevel's servers. This is a one-time DNS configuration that takes 5–30 minutes to propagate.

### Step 1a: Choose Your Custom Domain

You have two options:

**Option 1: Subdomain (recommended for speed)**
- Domain: crm.yourcompany.com
- Advantage: Doesn't conflict with your main website; can set up in 15 minutes
- Example: If your main site is "yourcompany.com," use "crm.yourcompany.com" or "app.yourcompany.com"

**Option 2: Root domain**
- Domain: yourcompany.com
- Advantage: Cleaner, single URL
- Disadvantage: Takes longer to set up (need to migrate existing website first, often 2–4 hours)
- Not recommended unless you're migrating your entire web presence to GoHighLevel

**For this guide, we'll use subdomain approach (crm.yourcompany.com).**

### Step 1b: Get Your GoHighLevel DNS Target

1. In GoHighLevel, go to **Settings** → **White Label** (or **Branding** → **Custom Domain**)
2. Look for the section labeled **"Custom Domain"** or **"White Label Domain Setup"**
3. GoHighLevel displays your **target domain** (typically looks like: `ghl-whitelabel-12345.gohighlevel.com` or similar)
4. Copy this target domain — you'll need it in Step 1c

### Step 1c: Add a CNAME Record to Your Domain Registrar

1. Log in to your domain registrar's DNS management panel:
   - **GoDaddy**: My Products → Domain → DNS → Add Record
   - **Namecheap**: Domain → Advanced DNS → Add Record
   - **AWS Route53**: Hosted Zone → Create Record
   - **Cloudflare**: Zone → DNS → Add Record
   - **Google Domains**: DNS → Manage DNS → Custom Records

2. Create a new **CNAME record** with these values:

| Field | Value |
|-------|-------|
| **Record Type** | CNAME |
| **Subdomain Name** | crm |
| **Full Domain** | crm.yourcompany.com |
| **Points To (Target)** | [Paste the target from Step 1b] |
| **TTL** | 3600 (default is fine) |

3. **Save the record** (varies by registrar; usually a "Save" or "Update" button)

4. **Wait for DNS propagation** (5–30 minutes):
   - Use command-line verification (Mac/Linux/Windows):
     ```bash
     nslookup crm.yourcompany.com
     ```
   - If DNS is ready, output shows the GoHighLevel target IP
   - If still propagating, it shows "server can't find crm.yourcompany.com"
   - Check again every 5 minutes until it resolves

### Step 1d: Test the Custom Domain

Once DNS propagates:

1. Open your browser and navigate to: `https://crm.yourcompany.com`
2. You should see the GoHighLevel login page (not yet branded, that's next)
3. If you get a "connection refused" or "server not found" error, wait another 10 minutes and retry
4. Once it loads, DNS is configured correctly — move to Part 2

---

## Part 2: Dashboard Branding (10 minutes)

![Part 2: Dashboard Branding (10 minutes)](/images/2026-07-06-gohighlevel-white-label-client-billing-setup-s1.jpg)


Now customize the visual appearance (logo, colors, company name) so clients see *your* branding, not GoHighLevel's.

### Step 2a: Upload Your Logo

1. In GoHighLevel, go to **Settings** → **White Label** → **Branding** (or **Company Settings** → **Logo**)
2. Click **"Upload Logo"** or **"Choose Image"**
3. Select your logo file:
   - **Format**: PNG (transparent background strongly preferred)
   - **Recommended size**: 200×200 px minimum; 300×300 px optimal
   - **Where it appears**: Login page, dashboard sidebar header, email signatures, PDF invoices, footer
4. Upload and click **"Save"**

**Pro tip**: Use a white logo on transparent background. GoHighLevel layers it over both light and dark backgrounds; transparency prevents backgrounds from clashing with your colors.

### Step 2b: Set Brand Colors

1. Go to **Settings** → **White Label** → **Colors** (or **Theme** → **Brand Colors**)
2. Configure:
   - **Primary color**: Used for buttons, links, highlights (e.g., your brand blue #0066CC)
   - **Secondary color** (optional): Accents, borders, hover states
3. GoHighLevel auto-generates complementary accent colors for UI consistency
4. Click **"Preview"** to see a live mockup of the dashboard in your colors
5. Click **"Save"** once satisfied

### Step 2c: Set Company Name & Legal Details

1. Go to **Settings** → **White Label** → **Company Info** (or **Organization** → **Details**)
2. Fill in all fields:
   - **Company Name**: Your business name (appears on login page, emails, invoices)
   - **Company Address**: Your physical business address (appears on invoices, tax docs, compliance documents)
   - **Support Email**: Email address for client support (e.g., support@yourcompany.com)
   - **Support Phone**: Phone number for support calls (optional but recommended)
   - **Website URL** (optional): Your main website (appears in email signatures)
3. Click **"Save"**

### Step 2d: Customize Login Page Text (Optional but Recommended)

1. In **White Label** settings, find **"Login Page"** → **"Customize Text"** or **"Authentication"**
2. Configure:
   - **Welcome message**: E.g., "Welcome to [Your Company] CRM"
   - **Subheading**: E.g., "Manage leads, automations, and scale your business"
   - **Background image** (optional): Upload a branded background image for the login page (1920×1080 recommended)
3. Click **"Save"**

**Example branded login page**:
```
┌─────────────────────────────────────────┐
│  [Your Logo - White on Dark Background] │
│                                         │
│  Welcome to [Your Company] CRM          │
│  Manage leads, automations, scale fast  │
│                                         │
│  [Email input]                          │
│  [Password input]                       │
│  [Login button - your brand color]      │
│                                         │
│  Forgot password? Contact support       │
│  support@yourcompany.com                │
└─────────────────────────────────────────┘
```

### Step 2e: Verify Branding in Real-Time

1. Open a private/incognito browser tab (to bypass cached pages)
2. Navigate to your custom domain: `https://crm.yourcompany.com`
3. Verify:
   - ✅ Your logo appears (top-left)
   - ✅ Your brand colors are applied (buttons, links, highlights)
   - ✅ Your company name appears in the page title and welcome message
   - ✅ Your custom domain shows in the URL bar
4. If you still see GoHighLevel branding, clear your browser cache (Ctrl+Shift+Delete on Windows, Cmd+Shift+Delete on Mac) and refresh

---

## Part 3: Stripe Payment Integration (10 minutes)

Connect Stripe to GoHighLevel so client payments are processed automatically.

### Step 3a: Create or Log Into Stripe

1. Go to **stripe.com**
2. If you don't have an account:
   - Click **"Create an Account"**
   - Enter email, create password
   - Complete identity verification (upload ID, proof of address)
   - Link bank account for payouts (provide routing/account number)
   - Process takes 24–48 hours; Stripe emails confirmation
3. If you have an account, log in

### Step 3b: Get Your Stripe API Keys

1. In Stripe dashboard, go to **Developers** → **API Keys**
2. You'll see two sets of keys:
   - **Publishable Key** (starts with `pk_live_` or `pk_test_`)
   - **Secret Key** (starts with `sk_live_` or `sk_test_`)
3. Use **Live** keys only (not Test keys) for production billing
4. Copy both keys; you'll paste them into GoHighLevel next

### Step 3c: Connect Stripe to GoHighLevel

1. In GoHighLevel, go to **Settings** → **Billing** → **Payment Methods** (or **Integrations** → **Stripe**)
2. Click **"Connect Stripe"** or **"Add Stripe Account"**
3. You're redirected to Stripe authorization page
4. Stripe asks: "Authorize GoHighLevel to access your Stripe account?" → Click **"Authorize"**
5. You're redirected back to GoHighLevel with confirmation: **"Stripe connected ✓"**

GoHighLevel now has permission to create charges, send invoices, and retrieve transaction history.

### Step 3d: Verify Stripe Connection

1. In GoHighLevel, go to **Settings** → **Billing** → **Payment Methods**
2. Confirm you see:
   - ✅ Stripe status: "Connected"
   - ✅ Last 4 digits of your Stripe account
   - ✅ "Disconnect" option (if you ever need to remove)
3. If it says "Not Connected," click **"Reconnect"** and repeat Step 3c

---

## Part 4: Tax Configuration & Compliance (20 minutes)

![Part 4: Tax Configuration & Compliance (20 minutes)](/images/2026-07-06-gohighlevel-white-label-client-billing-setup-s2.jpg)


Taxes are critical for white-label billing. Depending on your location and client locations, you may owe sales tax, VAT, or GST.

### Step 4a: Understand Your Tax Obligations

**US Sales Tax** (most common for GoHighLevel resellers):

You owe sales tax in a state if you have **nexus** (legal connection), which includes:
- Physical office, warehouse, or employee in the state
- Annual sales ≥ $100,000 in the state (as of 2024 economic nexus threshold; varies by state)
- Selling to customers in the state (simplified: if you have 10+ clients in Texas, you have TX nexus)

**International VAT/GST** (if applicable):

If selling to EU clients, Canada, Australia, or other VAT jurisdictions, you may owe VAT/GST on the subscription. This is complex; consult a tax advisor if you have non-US clients.

**For this guide, we'll assume US-only sales tax.**

### Step 4b: Determine Your Nexus States

1. List all states where you have:
   - Office or employees
   - Customers with 10+ subscriptions (or $100k+ annual sales)
   - Physical property or warehouse

2. Example (fictional HVAC reseller):
   ```
   Nexus States:
   - Florida (headquarters in Miami)
   - Georgia (branch office in Atlanta)
   - Texas (100+ clients, $500k annual sales)
   - California (25 clients, $100k+ annual sales)
   
   Non-Nexus States:
   - New York (only 3 clients; no physical presence)
   - Illinois (5 clients; below threshold)
   ```

### Step 4c: Configure Tax Rules in GoHighLevel

1. In GoHighLevel, go to **Settings** → **Billing** → **Tax Configuration** (or **Taxes**)
2. Click **"Add Tax Rule"** or **"Create Tax Profile"**
3. For each nexus state, enter:
   - **State**: Select from dropdown (e.g., Florida)
   - **Tax Rate**: % (e.g., 6% for FL sales tax)
   - **Tax ID / Resale Certificate** (optional): Your seller's permit or resale certificate number
   - **Effective Date**: When this rate starts (today's date)
4. Click **"Save Tax Rule"**
5. Repeat for each nexus state

**Example tax configuration**:

| State | Tax Rate | Taxable? | Notes |
|-------|----------|----------|-------|
| Florida | 6.0% | Yes | Headquarters state |
| Georgia | 4.0% | Yes | Branch office |
| Texas | 8.25% | Yes | 100+ clients |
| California | 7.725% | Yes | Economic nexus ($100k+) |
| New York | — | No | Below economic nexus threshold |

### Step 4d: Auto-Calculate Tax on Invoices

1. In GoHighLevel, go to **Settings** → **Billing** → **Invoice Settings**
2. Enable: **"Auto-calculate tax based on customer location"** (toggle ON)
3. Now when you create an invoice for a client:
   - GoHighLevel looks up client's state
   - If state is in your tax config, adds tax to invoice total
   - Tax appears as separate line item: "[State] Sales Tax (6%): $21"

4. Click **"Save"**

**Example invoice with tax**:

```
INVOICE #INV-2026-001
From: [Your Company]
To: Acme HVAC Services (Florida resident)

Service Description          Amount
─────────────────────────────────────
GoHighLevel White-Label CRM  $350.00
(Monthly Subscription)

─────────────────────────────────────
Subtotal                     $350.00
Florida Sales Tax (6.0%)     $21.00
─────────────────────────────────────
Total Due                    $371.00

Due Date: 2026-08-06
Payment Link: [Stripe link]
```

### Step 4e: Generate Tax Reports

1. At year-end (December 31), go to **Settings** → **Billing** → **Tax Reports** (or **Compliance**)
2. Select date range: Jan 1 – Dec 31, 2026
3. Click **"Generate Report"**
4. GoHighLevel exports a CSV/PDF showing:
   - Total revenue by state
   - Tax collected per state
   - Customer count per state
   - Timeline of charges

**Example tax report**:

```
Tax Summary Report — 2026

State         Revenue      Tax Collected   Customers
────────────────────────────────────────────────────
Florida       $42,000      $2,520          12
Georgia       $18,000      $720            5
Texas         $35,000      $2,887.50       10
California    $24,000      $1,854          7
────────────────────────────────────────────────────
TOTAL         $119,000     $7,981.50       34
```

Save this report for your tax filing (April 15 filing deadline for US federal; state deadlines vary).

---

## Part 5: Dunning Rules & Failed Charge Recovery (20 minutes)

Dunning rules auto-retry failed charges and re-engage customers whose credit cards declined. Without dunning, 15–25% of failed charges never recover. With dunning, you recover 15–20%.

### Step 5a: Understand Payment Failure Scenarios

**Stripe charges fail for these reasons**:
1. **Card expired** (most common) — Card expired between subscription cycles
2. **Insufficient funds** — Customer hit credit limit or overdraft
3. **Fraud detection** — Card issuer blocked the charge (suspicious)
4. **Lost/stolen card** — Customer's bank canceled it
5. **Address mismatch** — AVS (Address Verification System) check failed

**Without dunning**: Customer misses payment, goes into arrears, eventually churns.

**With dunning**: System auto-retries failed charge on Day 3, Day 7, Day 14. If Day 14 retry succeeds, customer stays active. If all fail, then escalate to manual collection.

### Step 5b: Enable Dunning in GoHighLevel

1. In GoHighLevel, go to **Settings** → **Billing** → **Dunning Rules** (or **Failed Payment Recovery**)
2. Enable: **"Automatic Retry on Failed Payment"** (toggle ON)
3. Configure retry schedule:
   - **Retry 1**: Day 3 (3 days after initial failure)
   - **Retry 2**: Day 7 (4 days after Retry 1)
   - **Retry 3**: Day 14 (7 days after Retry 2)
4. Click **"Save"**

### Step 5c: Set Up Dunning Email Sequences

When a charge fails, GoHighLevel sends automatic emails to re-engage the customer:

**Email 1** (Day 1 — Immediate after failure):
```
Subject: Your [Your Company] CRM Payment Failed — Action Needed

Hi {{ClientFirstName}},

Your subscription payment for [Your Company] CRM failed.

Amount: ${{Amount}}
Failure reason: {{FailureReason}} (e.g., "Card expired")

ACTION REQUIRED:
Update your payment method within 24 hours to avoid service interruption.

[Link: Update Payment Method]

Questions? Reply to this email or contact support@yourcompany.com

Thank you,
[Your Company] Billing
```

**Email 2** (Day 4 — After first retry attempt):
```
Subject: [URGENT] Your [Your Company] CRM Service Will Suspend Tomorrow

Hi {{ClientFirstName}},

We attempted to charge your account again on {{RetryDate}}, but it failed.

Service suspension begins in 24 hours unless you update your payment method.

[Link: Update Payment Method - takes 2 min]

Don't lose access to your leads, automations, and customer data.

Questions? Call us: {{SupportPhone}}

[Your Company] Billing
```

**Email 3** (Day 15 — After final retry failure):
```
Subject: Your [Your Company] CRM Service Has Been Suspended

Hi {{ClientFirstName}},

Your subscription has been suspended due to payment failure on {{PaymentAttempts}}.

To reactivate:
1. Update your payment method
2. Reply "REACTIVATE" or click the button below
3. We'll process immediately

[Link: Reactivate Now]

Your data is safe and will be deleted after 30 days if not reactivated.

Best,
[Your Company] Support
```

### Step 5d: Configure Dunning Email Templates in GoHighLevel

1. In **Settings** → **Billing** → **Email Templates** (or **Dunning Sequences**)
2. For each email (failure notification, first reminder, final warning):
   - Edit subject and body
   - Customize tone and messaging
   - Add your logo and branding
3. Click **"Save Template"**

### Step 5e: Track Dunning Performance

Monitor your dunning effectiveness monthly:

1. Go to **Settings** → **Billing** → **Reports** → **Failed Payment Recovery**
2. View:
   - **Total failed charges**: # of transactions that failed
   - **Recovered via dunning**: # of charges that succeeded on retry
   - **Recovery rate**: % of failed charges recovered (target: 15–20%)
   - **Lost to churn**: # of customers who left after payment failure

**Example dunning performance (10 customers, one failed charge each)**:
```
Month: June 2026

Initial Failures:           10 charges failed ($3,500 total)
Retry 1 (Day 3):           6 recovered ($2,100)
Retry 2 (Day 7):           2 recovered ($700)
Retry 3 (Day 14):          1 recovered ($350)
────────────────────────────────────
Total Recovered:           9 of 10 ($3,150)
Recovery Rate:             90%
Permanent Churn:           1 customer ($350 lost)

Net impact: Recovered $3,150 that would have been lost; only $350 churn.
```

---

## Part 6: Client Account Activation & Billing Setup (25 minutes)

Now set up individual client accounts with billing configured.

### Step 6a: Create a Client Account

1. In GoHighLevel, go to **Settings** → **Clients** (or **Workspace** → **Manage Clients**)
2. Click **"Add Client"** or **"Create New Client Account"**
3. Fill in:
   - **Client Company Name**: Business name (e.g., "Acme HVAC Services")
   - **Primary Contact Email**: Main contact for billing (e.g., owner@acmehvac.com)
   - **Contact Name**: Contact's first and last name
   - **Phone**: Phone number (optional)
4. Click **"Next"** or **"Continue"**

### Step 6b: Configure Billing

1. In the billing section, configure:
   - **Billing Cycle**: Monthly or Annual
     - Monthly: Charge on the 1st of each month
     - Annual: Charge on the 1st of the current month each year
   - **Billing Amount**: Your monthly price (e.g., $350)
   - **Billing Email**: Where invoices are sent (default: primary contact email)
2. Under **Payment Method**, select: **"Stripe"** (auto-charge via credit card)
3. Click **"Create Client Account"**

### Step 6c: Send Billing Activation Email

GoHighLevel auto-emails the client:

```
Subject: Your [Your Company] CRM Account is Ready — Set Up Payment

Hi {{ClientFirstName}},

Your CRM dashboard is live at: https://crm.yourcompany.com

To activate your account, complete these steps:

1. Click the login link below
2. Set your password
3. Add your billing payment method (Stripe)
   - Once saved, your first month's subscription begins
   - Monthly charge: ${{MonthlyAmount}} on the 1st of each month

[Login Link: https://crm.yourcompany.com]

Questions? Contact us:
Email: support@yourcompany.com
Phone: {{YourPhoneNumber}}

Best,
[Your Company] Billing Team
```

The client clicks the link, sets a password, enters their credit card, and the first charge processes immediately.

### Step 6d: Verify Charge in Stripe Dashboard

1. Go to **stripe.com** → **Payments** (or **Transactions**)
2. Look for the new client's charge:
   - **Customer**: Client name
   - **Amount**: ${{BillingAmount}} + tax (if applicable)
   - **Status**: "Succeeded" (if card was valid)
   - **Fees**: Stripe takes 2.9% + $0.30 per charge

**Example charge**:
```
Customer: Acme HVAC Services
Amount: $371.00 (including $21 FL sales tax)
Stripe Fee: $11.47 (2.9% + $0.30)
Net to You: $359.53

You pay GoHighLevel: $497/month Unlimited plan
Your profit this month (1 client): -$137.47

(Don't panic! Profit comes after 2+ clients. With 10 clients,
10 × $359.53 = $3,595.30 net, minus $497 = $3,098.30 profit.)
```

### Step 6e: Important Distinction: MRR vs Collected Revenue

This is critical for cash flow forecasting:

**Monthly Recurring Revenue (MRR)** = Sum of all active subscription charges in a month, *regardless of payment status*.

**Collected Revenue** = Actual cash received in your bank account.

**Example**:
```
Month: July 2026

Client A: $350 (paid)
Client B: $350 (paid)
Client C: $350 (paid)
Client D: $350 (charge failed; dunning in progress)
Client E: $350 (charge failed; dunning in progress)

MRR (active subscriptions):        $1,750
Collected Revenue (received):      $1,050
Difference (unpaid/pending):       $700

Cash in bank: $1,050
Projected recovery (via dunning):  ~$140 (20% recovery rate)
Net after dunning:                 ~$1,190
```

In July's cash flow, you can only spend the $1,050 you received. The $700 is a promise, not cash. This is why dunning rules matter: they convert promises into cash.

**Pro tip**: For revenue forecasting with GoHighLevel resellers, calculate:
- MRR = planning metric (what you'll eventually collect)
- Collected Revenue = cash flow metric (what you have today)
- Always budget based on Collected Revenue, not MRR

---

## Part 7: Automation Templates & Billing Workflows (Optional but Recommended)

Create reusable automation templates so clients (or you, on behalf of clients) have billing workflows ready.

### Template 1: New Client Signup → Send Welcome + Billing Setup Instructions

1. In **Automations**, create: **"New Client Account Created → Welcome Sequence"**
2. **Trigger**: New Client Account Created (or "Client Added")
3. **Action 1**: Send Email
   ```
   Subject: Welcome to [Your Company] CRM — Your Dashboard is Ready

   Hi {{ClientFirstName}},

   Your white-label CRM is live at: https://crm.yourcompany.com

   What's included in your {{PlanName}} plan:
   ✅ Unlimited contacts
   ✅ Unlimited automations
   ✅ Unlimited