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When a charge has no invoice, ClearSpend can ask the right person — or you can send the request yourself. Invoice column statuses (Missing, Requested, Attached) are defined on Transactions. Requested clears once a document is linked.

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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 charges they were asked about. Manage notification settings under Settings → Notifications. Change who is assigned under Change owner. See Requesting missing invoices 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

The bulk button shows how many charges are eligible. The public upload link is for the organization, but by default each owner only sees the charges requested from them.

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Request dialog options

Only Members and above can send invoice requests.