Settings also sends document request notifications to recipients when someone asks an owner to upload a missing invoice. See Request missing invoices.
Upcoming renewal
Trigger: the renewal date is 1, 3, 7, or 15 days away (whichever cadences you’ve enabled).
- Subscription: the subscription name
- Amount: the expected charge
- Billing Cycle: Monthly, Quarterly, Semi-Annually, Yearly, or One-time
- Remaining Days: days until the renewal date
- View all Upcoming Renewals button: links directly to the Renewals page in ClearSpend
Monthly summary
Trigger: sent at the start of each month.
- A table of renewals in the next 30 days with subscription name, amount, and renewal date