> ## 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.

# Request invoices

> Automatic follow-up, manual requests, and who gets notified.

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](/features/transactions#invoice-column). **Requested** clears once a document is linked.

## 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](/features/transactions-owners):

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.

## 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.

| Channel           | What happens                                                 |
| ----------------- | ------------------------------------------------------------ |
| **Email**         | First request, then a reminder every 24 hours until attached |
| **Slack**         | Invoice-request alerts if Slack is connected                 |
| **In ClearSpend** | Row shows **Requested**                                      |

Manage notification settings under [Settings → Notifications](/settings/notifications). Change who is assigned under [Change owner](/features/transactions-owners).

See [Requesting missing invoices](/connect/public-upload) for the recipient experience.

## 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](/connect/public-upload), ClearSpend matches it to the charge. Status moves to **Attached** and follow-up emails stop.

## Send a request yourself

| Flow           | Where                                | Best for                                                          |
| -------------- | ------------------------------------ | ----------------------------------------------------------------- |
| **One charge** | **⋮ → Request invoice**              | A single missing invoice                                          |
| **Bulk**       | Toolbar **Request missing invoices** | Unmatched charges on the **current page** without an open request |

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.

### Request dialog options

| Option                | What it does                                             |
| --------------------- | -------------------------------------------------------- |
| **Recipients**        | One or more emails, comma-separated — not only the owner |
| **Note**              | Optional message (for example, which period you need)    |
| **Send request**      | Email right away                                         |
| **Add to next email** | Include in the recipient’s next invoice-request email    |
| **Upload URL**        | Preview the public upload page before sending            |

<Note>
  Only **Members** and above can send invoice requests.
</Note>