TASKS & PROJECTS · CLICKUP

When the work is done,the invoice knows

Your delivery work happens in ClickUp; your billing happens in CashFish. This connection makes sure a task marked Done never turns into work you forgot to charge for.

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AgenciesDev shopsDelivery leadsStudio owners

ClickUp · Available·ClickUp OAuth — workspace access scoped to selected lists

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01The week the work shipped and nothing invoiced

Delivery finished on Monday.
Billing found out at month end.

Nobody decided not to bill it. The status changed at 4:12 on a Monday afternoon, in a tool the person who raises invoices does not open.

MONWebsite revamp moves to Done at 4:12pm. Two people react with a rocket.Nothing changes on the client record. No reminder, no draft, no flag.

WEDThirty-four hours are logged against Harbor & Co. for the month.The fixed fee still reads $1,850, and always will.

FRISomeone attaches a hosting invoice to a task so it doesn't get lost.Payables never hears about $96 until the card statement does.

THE GAP 1 task done · 0 billing reminders raised

The gap between “we shipped it” and “we invoiced it” is where agencies quietly leak revenue. It closes when the two tools speak the same day.

02What crosses over

Delivery lists in.
Internal boards left alone.

Scope is set per space, per folder and per list. Connect the lists where client work happens, and the ones where you argue about the office coffee stay entirely invisible.

DIRECTION OF TRAVELWork data flows one way into CashFish; the only things CashFish writes to ClickUp are the review tasks you ask it to create.

01Task status changesa task hitting Done or Client Approved on a mapped list raises a billing reminder in CashFish

02Time entrieshours tracked on client tasks appear beside that client's invoices, so worked and billed stay comparable

03Lists and spaces you chooseconnect delivery lists, leave internal ops out — scope is set list by list

04Check-offs on finance to-dosreview tasks CashFish creates come back as done the moment someone closes them in ClickUp

Any connected list can be flagged non-billable, so a list can feed project progress without ever raising a billing reminder. Corrected time entries flow through on the next sync, which means the effort shown beside a client's invoices reflects the fixed number rather than the first draft someone logged on a Friday.

03The thread that became a cost

A status change
is a financial event.

Four things that happened inside lists last week, and what each one became on the money side. Nothing was invoiced automatically — every row is a prompt, not an action.

Delivery list — Website revampStatus moved to Done→Harbor & Co. — websiteunbilled

Time tracking — 34 entriesEffort logged against the client→Harbor & Co. — website34 hrs

Finance list — hosting invoiceVendor bill read and awaiting a decision→Ops — infrastructure$96.00

Internal ops boardNever connected — nothing was read→—excluded

One Done, one bill and thirty-four hours reached a client record the same day.

Task activity and time entries travel one way, into CashFish. The only thing CashFish writes back into ClickUp is the review tasks you configured, in the list you named.

04What changes

Finished work
stops going quiet.

None of this bills anything for you. It puts the moment in front of the person who bills, on the day it happens, with the client already attached.

Finished work gets billed

The gap between “we shipped it” and “we invoiced it” is where agencies leak revenue. When delivery marks a task done, billing hears about it the same day.

Hours next to invoices

Tracked time per client sits beside what you actually charged them. Scope creep is quiet by nature — this is where it stops being quiet.

Paperwork joins the sprint

A vendor bill or contract that needs eyes becomes a task in the finance list, assigned and prioritized like any other work item instead of dying in an inbox.

05Connecting it

Three steps,
and the scope is yours.

No data migration, nothing to install on a machine, and no long weekend. The connection can be switched off from the Connection Health panel in settings without disturbing anything already sitting on your records.

Connect with ClickUp

Authorize CashFish through ClickUp's OAuth flow, then choose the workspace, spaces, and lists to include.

Map lists to clients

Each connected list points at a CashFish client or project, so its task activity and time entries land in the right place.

Pick your billing signals

Choose which statuses — Done, Delivered, Client Approved — should raise a billing reminder, and flag any list as non-billable.

Connection method: ClickUp OAuth — workspace access scoped to selected lists. Data is protected with 256-bit encryption and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection shows its state in the Connection Health panel and can be disconnected there at any time.

06Works alongside

ClickUp runs delivery.
These run the rest.

AsanaMilestone completions read as billing points, project by project, internal work left out.NotionClient and project databases matched to CashFish records, with review tasks written back where you allow them.SlackOverdue, paid and budget alerts posted into the channels you route them to — with thresholds.ZapierThe connective tissue for the rest — 1000+ apps wired to CashFish events on Growth.

Tasks and projects sit inside the wider set: Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for documents; Google Drive, Dropbox and OneDrive for files; Stripe, Square and PayPal for takings; Zapier, webhooks and API keys for whatever is left.

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07The plan for this

Stop shipping unbilled work

Connect your delivery lists and let Done mean invoiced. The trial is 4 days and fully refundable.

ClickUp is part of the 1000+ app integrations available on Growth and above, alongside vendor insights and payables tracking.

$29/mo billed yearly ($349) · or $39 monthly

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08Six straight answers

What delivery teams ask
before they wire this up.

No. A status you've marked as a billing signal raises a reminder on the matching client record. You review it and bill on your terms — nothing is created or sent without you.