Request missing invoices

When a subscription is missing an invoice, ClearSpend can ask the owner — or you can send the request yourself. For charge-by-charge requests from the transaction list, see Transactions → Request invoices.

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Automatic follow-up

ClearSpend waits about 1 hour after a charge lands so a matching file can arrive first (Gmail, Drive, or an upload in progress). Then, if the charge is still unmatched and has an owner:

1. ClearSpend opens a request
2. The owner gets an email with a public upload link
3. If the invoice is still missing, a reminder is sent every 24 hours

No manual step is required to start this.

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Who receives it

Requests go to the subscription owner by default. They do not need a ClearSpend account. The upload page only shows the charges they were asked about. Manage notification settings under Settings → Notifications. Change who is assigned under Change owner. See Request invoice upload for the recipient experience.

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When the invoice arrives from anywhere

The owner does not have to use the public upload link. If the file arrives via Gmail, Drive, Slack, upload, or the public upload page, ClearSpend matches it to the charge. Status moves to Attached and follow-up emails stop.

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Send a request yourself

Use this page when you want to request invoices by vendor and billing period. The public upload link is for the organization, but by default each owner only sees the charges requested from them.

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Bulk request from Subscriptions

1. On Subscriptions, click Request missing invoices in the toolbar.
2. Pick a time range — current month, prior months, Last 6 months, or Custom.
3. Review the dialog, select the subscriptions and periods you need, and add an optional note.
4. Click send.

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Single subscription request

From subscription detail:

1. Click Request documents.
2. Choose the invoice month(s) and add an optional note.
3. Send.

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Request dialog options