Organize Upwork documents by client company, contract, freelancer, service fee, tax, payment, refund, and accounting period.
Separate Upwork talent, fee, and client documents. A single Upwork payment can relate to freelancer services, platform fees, and taxes with different document roles. Preserve each issued document and connect it to the contract instead of treating the transaction screen as one invoice.
Automatic download of Upwork invoices
The planned flow joins portal documents with mailbox attachments in one review list. Until this provider connection is released, use the following checklist as the reliable manual path.
How it works
- Set the account and period. Start with the client company and contract so documents from separate Upwork teams do not mix.
- Check the original documents. Distinguish the talent charge from Upwork fees, taxes, and payment records before reconciling the transaction total.
- Prepare the handoff. Keep contract, freelancer, work period, and original document issuer visible for every booked item.
Ready to save time?
BillGetter brings portal documents and email attachments into one review flow — locally or in the cloud.
- Connect once
- Invoices from your inbox
- Export without busywork
- For macOS & Windows
Frequently asked questions
How does BillGetter protect my Upwork data?
BillGetter is being developed as a local and a cloud version. The permissions and data path of the Upwork connection will be shown before you connect an account; the integration is currently on the roadmap.
Can I collect older Upwork documents?
The available history depends on the later Upwork connection and the documents retained in the account. BillGetter will document that scope before the integration is released.
Does BillGetter also collect invoices from email?
Mailbox collection is part of the planned BillGetter workflow. Email attachments and portal documents are intended to appear in the same review list, with the exact early-access scope confirmed before release.
Which Upwork documents belong in the monthly set?
For Upwork, start with: Freelancer or agency document, Platform fee invoice, Refund or transaction adjustment. Keep corrections and credits with the same period so the set remains complete and understandable.
Are Upwork documents always saved as PDFs?
BillGetter is intended to retain the original format supplied by Upwork; not every document type is necessarily a PDF. Before export, use this rule: Group related documents by contract and period, but preserve their individual issuers and identifiers for an auditable cost trail.