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Documentation Index

Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt

Use this file to discover all available pages before exploring further.

Email subscription owners a secure upload link for the months you select. Use a single subscription, or run a bulk request from the Subscriptions toolbar when many vendors are missing invoices in the same period.

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Ways to send a request

FlowWhere to startBest for
Single subscriptionSubscription detail → Request documents (or Request invoice in history)One vendor, selected months
Bulk by periodSubscriptions → Request missing invoices (toolbar dropdown)Many subscriptions missing docs in the current month, prior months, or last 6 months
See Public invoice upload for what recipients see after they open the email link.

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Bulk request from Subscriptions

1

Open Request missing invoices

On Subscriptions, click Request missing invoices in the toolbar. The menu shows counts for the current month, the two prior calendar months, Last 6 months, and Custom (date range).
2

Pick a time range

Choose the option that matches the gaps you are chasing. ClearSpend pre-selects subscriptions that are missing invoices in that window.
3

Review the dialog

The bulk dialog groups subscriptions by billing style (monthly vs yearly). Select invoice months or years, set Notify frequency (for example once a day), and add an optional note.
4

Send

Click send. Each subscription owner receives their own email with a link to a portal that only shows the apps they own.

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Single subscription request

From subscription detail:
  1. Click Request documents.
  2. Choose notification frequency and the invoice month(s) on the calendar.
  3. Add an optional note and send.
The owner receives the same style of secure upload link as the bulk flow.

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Revoke a pending request

If you sent a request by mistake or the wrong months were selected, revoke it before the recipient uploads files.
1

Open subscription detail → History

Find the billing period with status requested (invoice still outstanding).
2

Click Revoke request

In the row action menu, choose Revoke request (shown when a placeholder request is active for that period).
3

Confirm

The pending request is canceled. The public upload link for that request stops working for new uploads tied to that placeholder.
Only Members and above can send or revoke document requests.

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Follow up or resend

ClearSpend does not expose a separate Resend button on invoice requests today. To remind someone:
  1. Send a new request for the same months (if the prior request was revoked or completed), or
  2. Ask them to use the link from the original email if the request is still open.
For team invitations (not invoice uploads), admins can invite again from Team → Members if an invite expired.

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Track outstanding requests

  • On subscription detail → History, look for periods marked requested or reconciliation gaps.
  • When uploads arrive, status moves toward Matched and documents appear on the row.
Older docs referred to Documents → Requests. Request tracking today lives on subscription history and in the bulk/single request flows above, not a separate Documents tab.