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Jamie Walker
We don't want a fully fledged invoice system, I just want a better way to export out time spent on tasks for that folder/list each month without duplicating the time exported.
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Bek G
please add invoicing!
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Daniel Antoniów
And you do not have a connection with other invoice systems, maybe it will be better, because it allows you to use specialized solutions for invoices and accounting, and CLICK UP only serves as a place to send and check whether payment has been made, etc.
Michael
MERGE REQUEST: https://clickup.canny.io/feature-requests/p/invoices Luci N. And tangentially, there are a bunch of requests for integrating various third (second?) party invoicing software. Maybe merge all of those somehow? Not into the above linked request - I mean into their own, separate invoice integration request.
Luci N.
Michael: Thank you, Michael! I will check out the different invoicing software too to see which ones can be merged together.
Vincent Cardinal
This is a MUST !!!
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Pawel Jankowski
One thing is a invoices for our clients and second is incoming invoices from our suppliers. We are using one space for our purchasing department and there is always problem because of other program for collecting invoices, it would be nice to have a solution for integration invoices in clickup.
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Max Anshin
Hi to everyone! I know that is painful for many of you. We received a few requests from ClickUp customers to help them to solve this problem.
Most of them submitted requests to our support asking to help them automatically generate invoices from ClickUp based on the time-tracking function in tasks. So we decided to write a helpful article expressing our approach to accomplishing invoicing from ClickUp. From this article, you can learn how to generate invoices with costs calculated depending on time-tracking in tasks and invoice a client on a recurrent basis. Also, you can simplify our method to create invoices for one task when you change, for example, its status. You will need to use Plumsail Documents connected via Zapier to ClickUp. The details in the article https://plumsail.com/docs/documents/v1.x/user-guide/processes/examples/create-invoice-from-clickup.html
Michael
OK Max Anshin, we got it buddy. We don't want that. We want it built in. We can do all kinds of stuff with Zaps. This forum isn't for promoting outside solutions. If you can find workarounds from within ClickUp like I and others have, blast away.
Otherwise people can search for their own solutions including this thread and your 19 previous posts.
Kasper Dam
Michael: Not directly in clickup, but docsautomator and clickup has a native integration for this now without any need for zaps and middleware. I've used it a bit, and seems good so far. Really convenient.
Michael
K I'll try & look into this Kasper Dam
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Lindsay Myers
in the gig economy, a built-in option is extremely needed (without having to subscribe to/pay for an additional service-- I see you down there posting plumsail links)
Michael
Lindsay Myers: right? I got lucky & got grandfathered in back when https://www.marketcircle.com/billingspro/pricing/ was offering a one time purchase.
Michael
Scratch that Lindsay Myers: just tried to invoice another client and found out I am only allowed one invoice per month! So I took Jeffrey Sheedy's suggestion and just took a screenshot of my invoice doc.
I mean... it does work. The only quirk is that you get the little View header which I just made a white box over and resaved.. So until we get official embedded view export from within docs (which now I'm thinking was maybe not the best suggestion to merge with this request), it will have to do. And saves me $40/mo.
Jeffrey Sheedy
"It's not on the roadmap but we're working on features to enable this"
It's a time export with some multiplication based on pay-rate... this isn't even a challenge.
Michael
Jeffrey Sheedy: the challenge seems to be exporting embedded views in docs to .pdf. Everything is already in place, we just can't email or print!
Jeffrey Sheedy
Michael: Maybe I should just be screenshotting and emailing in a .jpg...
Michael
hahah yeah I guess that would work Jeffrey Sheedy! kinda lame tho :/
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