I'm wondering if there is an option for issuing invoices directly from clickup. My aim is to have everything integrated and I would like to create a template using most of the information that are already available in the system to generate a document.
Is there any way? do you have any suggestions?
For now, the ClickUp for Freelancers guide recommends using their Clockify or Timely integrations, both of which can track time from Clickup then can create invoices from the time tracked. Another option would be to include all of the info for an invoice in a new Clickup task, have an app integration tool like Zapier watch for new tasks with a filter to only watch for the ones you want to make invoices from, and then connect that to an invoicing app like Harvest, QuickBooks, or Wave to make your invoices.
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We're a small team of 7 working in the event space and I've received a lot of requests about online / virtual events vendors. Would love to get feedback from other customers.