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How to get a ClickUp invoice
Founder & CEO, Smartbills
2 min read
ClickUp invoices are in your Workspace's Settings, under Billing, in the Invoices section. Click a link in the Invoice column to view and download one, or click the download icon in the Amount column to save it at once. Only the Workspace owner and admins can manage invoices.
Steps to download
- Click your Workspace avatar and choose Settings.
- Open Billing and go to the Invoices section.
- Click the invoice link to open it, then download or print it.
- For a direct download, use the icon in the Amount column.
One invoice per 24 hours
ClickUp generates invoices every 24 hours. Transactions inside that window, such as new seats and an add-on bought the same afternoon, are combined into a single invoice. Changes spread across a week produce several invoices.
Sending invoices to finance by email
In the Invoices section, click Receive email notifications. Your account email is added by default. Use Change email to send them to someone outside the Workspace, for example an accountant with no ClickUp seat. Each notification includes the invoice PDF and a link to the Billing page. The receiving mailbox must accept external senders, and each person who wants the emails switches them on in their own Billing settings, once per Workspace.
Adding a PO number or note
The Invoice memo box in the same section adds text to your invoices. Enter a purchase order number or cost center and click Save. The memo prints on invoices only. ClickUp's invoice article does not describe editing the company name or tax ID. Ask support if those must change.
Missing or older invoices
Contact ClickUp Support when older invoices are missing, or when you downgraded to the Free Forever Plan and need invoices from the paid period. Customers with a contract should go through their Account Executive or sales@clickup.com.
ClickUp invoices that reach the books by themselves
ClickUp will email the PDF to any address an admin enters, including one that email receipt capture reads. Each daily invoice then arrives with its memo and total already captured. For the backlog sitting in Billing, our AI agent can sign in as an admin and download every invoice through bill fetching. Seats paid on a personal card go onto an expense report for reimbursement.
Have receipts like this captured for you
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
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