Invoices | Feature Requests

Invoices

future

Benoit

January 24, 2018

Bugra Oktay

Pinned

Hello everyone, thank you for your comments here. This feature isn't currently in our near future plans. I'll come back here and update you if things change.

Salman Shahid

This would be a really useful addition, especially for small businesses already tracking billable hours in ClickUp. Ideally, invoicing should pull directly from approved timesheets, apply client or project rates, show what has already been billed, and track payment status. Integration with QuickBooks or Xero would make it even more practical by keeping invoicing connected with the actual bookkeeping workflow.

For businesses managing this alongside payroll, expenses, and tax records, having clean invoicing data is an important part of https://theacctaxco.com/. A well-built native invoicing feature could remove a lot of duplicate data entry between project management and accounting systems.

Bugra Oktay

Hello everyone, thank you for your comments here. This feature isn't currently in our near future plans. I'll come back here and update you if things change.

Michael

Yo Bugra Oktay - it's really not that deep. All we need is this: https://feedback.clickup.com/feature-requests/p/export-a-doc-with-embedded-content

Akash Debnath

Please Add this , its necessary

Bugra Oktay

updated the status to

future

AKASH

Yaa Please add Invoice option or builder, It's must needed

Joey C

Hi AKASH, you asked for an invoice builder in ClickUp. I’m researching a possible paid app that could help create a simple invoice from a ClickUp project. Is that still something you need, and how do you make invoices today?

Dominic Martin

To be honest this is the main missing thing from my existing solution that’s preventing me from going all in on clickup

Joey C

Hi Dominic, you mentioned that invoicing was the main thing keeping you from going all in on ClickUp. I’m researching a possible paid app for basic project invoices from ClickUp. Is that still a blocker, and how do you handle invoices in your current setup?

JP Maxwell

+1 on invoicing or even reporting that can be easily exported for an invoice. Or buy Avaza.

Michael

Just vote on https://feedback.clickup.com/feature-requests/p/export-a-doc-with-embedded-content JP Maxwell

Joey C

Hi JP, you mentioned that either invoicing or a report you could easily use for an invoice would help. I’m researching a possible paid app that could turn ClickUp work into a simple invoice. Is this still a gap, and what do you currently use to get from the report to the invoice?

Paul Cullen

Invoicing would be great, but it would need to integrate with our accounts package Xero. We currently use Harvest for time tracking and invoicing and being able to do everything from inside of ClickUp would be great

Mrs Schonfeld

Auto create invoices from timesheet (tracked time), and do the calculations according to pre-assigned settings such as certain tags/projects/clients are charged at different rates, so it automatically calculates the total hours by the hourly rate. It should keep track of times already billed and payment received (via connection to payment method?) - basic accounting for self employed, small scale business.

Joey C

Hi, you mentioned turning tracked time into invoices using client or project rates and keeping track of hours already billed. I’m researching a possible paid app that could help prepare simple invoices from ClickUp. Is that part of the workflow still a problem, and how do you handle it today?

Tamal Sen

Invoice system would be a great addition to convert billable timesheet into an invoice for our employees. Please consider adding it. Already 1.3k people are interested in this.

Michael

Tamal Sen if you vote on https://feedback.clickup.com/feature-requests/p/export-a-doc-with-embedded-content it would accomplish the same outcome.

Joey C

Hi Tamal, you mentioned converting billable timesheets into invoices. I’m researching a possible paid app that could help turn ClickUp hours into a simple client invoice. Is this still a gap for your team, and how do you create those invoices today?

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