{
  "schemaVersion": "1.0",
  "item": {
    "slug": "clickup",
    "name": "ClickUp",
    "category": "collaboration",
    "description": "ClickUp Workspace owners and administrators can view, download, print, and email invoices from Billing.",
    "status": "researched",
    "website": "https://clickup.com/",
    "invoiceHelpUrl": "https://help.clickup.com/hc/en-us/articles/6303249160855-Manage-invoices",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Workspace Owner or Administrator"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Workspace Settings > Billing > Invoices."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "Issued billing records include the core details needed to identify the charge."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "The documented workflow provides PDF invoice, emailed PDF attachment, printable invoice."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "partial",
        "notes": "Line-item depth varies by document type, plan, or contract."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": true,
        "notes": "Subscription or plan charges are part of the documented billing workflow."
      },
      "paymentMethod": {
        "supported": true,
        "notes": "The documented billing area includes payment-method management or detail."
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "annual",
        "contract-dependent"
      ],
      "invoiceLocation": "Workspace Settings > Billing > Invoices",
      "emailedAutomatically": true,
      "currencies": [],
      "documentTypes": [
        "invoice",
        "receipt"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct ClickUp billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-08-29",
    "lastVerifiedAt": "2026-08-29",
    "sources": [
      {
        "title": "Manage ClickUp invoices",
        "url": "https://help.clickup.com/hc/en-us/articles/6303249160855-Manage-invoices",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Open Workspace Settings > Billing > Invoices and use the invoice or download link for the required charge.",
      "requiredRole": "Workspace Owner or Administrator",
      "steps": [
        "Sign in and select the ClickUp Workspace that incurred the charge.",
        "Open Workspace Settings and select Billing.",
        "Choose the Invoices tab and locate the invoice.",
        "Open, download, or print the PDF; enable email notifications for future invoices if useful."
      ],
      "historyLocation": "Workspace Settings > Billing > Invoices",
      "missingInvoice": "Confirm owner or admin access and the correct Workspace; contact ClickUp support for older invoices or invoices from a downgraded workspace.",
      "formats": [
        "PDF invoice",
        "emailed PDF attachment",
        "printable invoice"
      ],
      "commonProblems": [
        "The user is in the wrong Workspace.",
        "Older invoices are no longer shown after a downgrade."
      ],
      "matchingTips": [
        "Match Workspace, invoice date, amount, plan, and seat count.",
        "Review member, guest, and add-on changes for prorated charges."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": null,
    "urls": {
      "html": "https://billproof.io/integrations/clickup",
      "json": "https://billproof.io/api/public/vendors/clickup.json",
      "capabilities": "https://billproof.io/api/public/vendors/clickup/capabilities.json"
    }
  }
}