Agencies: bill time entries from ClickUp directly to Lexware Office

Click2Bill is the bridge between ClickUp and Lexware Office for agencies. Tracked team hours automatically become invoice drafts, no manual data transfer in the back office.

Many projects, many people – and hours missing at month end

At an agency, dozens of projects run in parallel: every team member tracks time on different tasks for different clients. This is exactly where the damage happens. Hours get forgotten, misassigned or logged too late, and anything that does not end up on an invoice is lost revenue.

Back-office staff spend hours making up the difference: reviewing ClickUp exports, totalling hours per client, copying, checking, entering data in Lexware Office. Depending on the source, that takes roughly 5 to 15 hours a month, time that is missing from actual project work.

  • Tracked but never billed hours scattered across the team
  • Manual transfer from ClickUp to Lexware Office, month after month
  • Messy entries (empty descriptions, overlapping bookings) that nobody checks
  • No clear record of which hours have already been billed and which are still open

Control over every invoice and an automatic quality check

Click2Bill does not bill blindly: every invoice starts as a draft in Lexware Office for you to review, adjust and send yourself. You decide consciously what gets billed to the client, rather than guessing at month end whether an entry was correct.

An automatic quality check supports this: it flags time overlaps and empty descriptions before they become a dispute with the client. Only clean, traceable entries make it into the draft.

If your team uses a four-eyes approval process in ClickUp, you can leverage that status. It is not mandatory: Click2Bill can also bill all tracked time and remain fully compatible with your ClickUp workflow.

Client mapping: ClickUp Folder becomes a Lexware client

For team hours to become a correct client invoice, Click2Bill links your ClickUp structure to your client master data. Through client mapping you assign each ClickUp Folder to a client in Lexware Office, once configured, the assignment runs automatically from then on.

The sync covers your entire hierarchy of Spaces, Folders, Tasks and time entries. You keep managing your projects where your team already works, in ClickUp. Click2Bill collects the tracked hours per client and creates the invoice draft in Lexware Office.

Important: sending always stays with you. Click2Bill creates the draft; you review it and send the invoice yourself from Lexware Office.

Multi-tenant: multiple entities cleanly separated

Agencies rarely operate under a single legal structure. Whether multiple locations, subsidiaries or a holding with separate billing units, Click2Bill is built from the ground up to be multi-tenant-capable. Each entity has its own connections and its own mappings, completely separated from one another.

Permissions are granted per entity, so your back office sees exactly the areas it is responsible for. This makes Click2Bill suitable for agency groups and managed service providers who need to keep an eye on several client accounting setups at once.

Why there was no end-to-end path before

For the ClickUp-to-Lexware Office route, there is currently no dedicated competitor with a real billing workflow. Anyone who tries to build it themselves quickly runs into limits: Zapier effectively only offers the action of uploading a document to accounting for ClickUp and Lexware Office, not a time-to-invoice workflow. Make and n8n have ClickUp modules but only limited Lexware Office coverage.

The result is always the same: no end-to-end path from a tracked hour to a finished invoice draft. Click2Bill fills exactly that gap, with client mapping, a quality check and a finished invoice draft as a connected workflow rather than a patched-together solution.

How much revenue you are actually losing to forgotten hours is something our free Revenue Leak Calculator can show you in two minutes.

GDPR-compliant, EU-hosted – try it free now

Click2Bill runs GDPR-compliant with hosting in the EU; your API tokens for ClickUp and Lexware Office are stored encrypted. For an agency that processes client data, this is not optional, it is a prerequisite.

Click2Bill offers three plans: Starter free forever at €0, Pro at €39 per month and Advanced at €99 per month. You can try the Advanced plan free for 14 days.

  • Automatic sync of Spaces, Folders, Tasks and time entries
  • Automatic bundling of time entries into invoice line items per client
  • Client mapping: ClickUp Folder to Lexware client
  • Automatic quality check of time entries
  • Multi-tenant support for multiple entities

Register for free now and automatically turn your team's tracked hours into invoice drafts.

FAQ

Frequently Asked Questions

How can my agency automatically bill ClickUp time entries?

Click2Bill connects your ClickUp time tracking with Lexware Office and automatically creates invoice drafts from your tracked team hours. You assign each ClickUp Folder to a Lexware client via client mapping, and Click2Bill creates the matching draft in Lexware Office. If you only want to bill hours that were approved in ClickUp, that is possible, but not required. Sending always stays with you.

Does Click2Bill work with multiple projects and a whole team?

Yes. Click2Bill syncs your entire ClickUp structure of Spaces, Folders, Tasks and time entries, including many projects and all team members simultaneously. Hours are bundled per client and land cleanly separated in the relevant invoice draft. This makes Click2Bill specifically designed for agencies with many parallel projects and clients.

Can I bill multiple entities or locations separately?

Yes, Click2Bill is multi-tenant-capable. Each entity, such as a location, subsidiary or separate billing unit, gets its own connections and its own client mappings, completely separate from one another. Permissions are granted per entity, so your back office only sees the areas it is responsible for. This also works for managed service providers with multiple client accounting setups.

Are all tracked hours automatically invoiced?

You stay in control. Click2Bill first creates only an invoice draft in Lexware Office from the tracked time entries, which you review and adjust before sending. An automatic quality check additionally flags overlapping entries and empty descriptions. If your team uses four-eyes approval in ClickUp, you can choose to bill only approved hours, but you are not required to.

Does Click2Bill send invoices to our clients automatically?

No, sending deliberately stays with you. Click2Bill creates an invoice draft in Lexware Office from the tracked hours. You review that draft, adjust it if needed, and send the invoice yourself from Lexware Office. This ensures your agency retains full control over what actually goes out to the client.

What does Click2Bill cost for an agency?

Click2Bill offers three plans: Starter at €0 (free forever), Pro at €39 per month and Advanced at €99 per month. You can try the Advanced plan free for 14 days. The free Revenue Leak Calculator can show you how much revenue you are missing from unbilled hours.

Put an end to the monthly billing marathon

Connect ClickUp and Lexware Office and automatically turn your tracked team hours into invoice drafts. Register now and try Advanced free for 14 days, or check the Revenue Leak Calculator first to see how much your agency is losing to forgotten hours.