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- How to get a ClickUp invoice
How to get a ClickUp invoice
Por Sébastien Labine
Founder & CEO, Smartbills
2 min de lectura
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
- Captura de recibos por correoConecte Gmail, Outlook, Zoho Mail o IMAP. Los recibos y facturas de las carpetas que elija se reúnen solos, incluidas Archivo y 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
- Notas de gastosSoftware de informes de gastos que adjunta los recibos por usted, calcula el kilometraje, enruta la aprobación y muestra a cada empleado cuándo se le reembolsa.Learn more
Preguntas frecuentes
Fuentes
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