Manage your invoices. Get email notifications when your invoice is ready. If your organization's billing is managed by someone outside of your Workspace, invoices can be emailed to them instead.

What you'll need

• Only the Workspace owner and admins can manage or request invoices.
• Invoice notifications can be received by anyone in or outside your Workspace.
• Invoices are generated every 24 hours and transactions are rolled into one invoice. 

Create a custom invoice

Add details that will be included on all of your invoices.

1. In the upper-left corner, click your Workspace avatar.
2. Click Billing.
3. From the upper-left corner of the Billing page, select the Invoices tab. 
4. In the Invoices section, add details to the Invoice memo.
5. Click Save. 

You won't see the info you've added in the Invoice Details text box, it will only appear on your invoices.

Get an email notification

Make sure that the email address can receive emails from an external sender.

Email notifications must be set up by an owner or admin. 

Set up a notification that is emailed when an invoice is ready. The email tied to your account is the default. You can add someone else's email in the following cases:

• If your invoices are managed by someone outside of your Workspace.
• If your invoices are managed by someone in your organization who does not have access to ClickUp, or who is not an owner or admin. 

Everyone from your Workspace who wants the notification needs to enable it in their Billing settings. If you have more than one Workspace, you'll need to enable the setting for each Workspace.

To get an email notification:

1. In the upper-left corner, click your Workspace avatar. 
2. Select Billing.
3. From the upper-left corner of the Billing page, select the Invoices tab. 
4. In the Receive email notifications box, click the toggle. Your email is added by default. You can replace this with someone else's email.
   When the notification is received, you'll have the following options:
   • To view this invoice and your past invoices, from the open email click the View invoices button.  The email notification includes a link to the Billing page and a PDF of the invoice. 
   • To view this invoice, click the PDF attached to your email. 
   • To add an email for someone who is not in your Workspace, click Change email. 
     For example, your accounting team doesn't use ClickUp. If you enter the email of someone on the team, they'll automatically get invoices via email.

View or download invoices

You can also view and download your invoices from the Billing page. 

To view your invoices:

1. In the upper-left corner, click your Workspace avatar.
2. Select Billing.
3. From the upper-left corner of the Billing page, select the Invoices tab. 
4. From the Invoices section, you can view, download, or print the invoice.
   • To view the invoice, click the link in the Invoice column. You'll have the option to download the invoice. After downloading, you'll have the option to print. 
   • To immediately download the invoice, in the Amount column click the download icon. You'll have the option to print. 
     

Request copies of invoices

• Contact us if you're missing older invoices.
• Contact us if you've downgraded to the Free Forever Plan from a paid plan and you need your paid plan invoices.

You can contact Support from the Resource Center. To open the Resource Center, click the question mark icon in the lower-right corner of your Sidebar. 

Only the Workspace owner and admins can manage or request invoices.