> ## 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

> Request missing invoices and receipts for charges. Manual, bulk, and automatic follow-up.

An **invoice request** asks someone to send proof for a charge that is still missing documentation.

ClearSpend can send requests automatically when a charge has an [owner](/features/transactions-owners), or you can send one yourself from **Transactions**.

While a request is open, **Evidence** shows **Requested**. After the file is linked, it shows **Invoice**. See [Evidence column status](/features/transactions-understanding-transaction-rows#evidence-column-status).

## Request for one charge

1. On **Transactions**, open **⋮** on the charge.
2. Click **Request invoice**.
3. Add recipients and an optional note, then send.

<video controls className="w-full rounded-lg" src="https://assets.clearspend.ai/content/videos/single%20request.mp4">
  Your browser does not support the video tag.
</video>

## Bulk request

1. On **Transactions**, click **Request missing invoices** in the toolbar.
2. Confirm recipients and send.

<video controls className="w-full rounded-lg" src="https://assets.clearspend.ai/content/videos/bulk%20request.mp4">
  Your browser does not support the video tag.
</video>

The button shows how many charges on the current page are ready to request.

## Automatic invoice requests

If a charge still has no match about **1 hour** after it lands, and it has an owner, ClearSpend:

1. Opens an invoice request
2. Emails the owner a **public upload link**
3. Sends a **reminder every 24 hours** until proof is attached

## Request dialog options

When you send a request yourself:

| Option | What it does |
| - | - |
| **Recipients** | One or more emails (not limited to the owner) |
| **Note** | Optional message, such as which period you need |
| **Send request** | Send the email now |
| **Add to next email** | Queue it for the recipient’s next request email |
| **Upload URL** | Preview the public upload page |

<Frame caption="Request invoice dialog: recipients, optional note, Upload URL, and Send request.">
  <img src="https://assets.clearspend.ai/content/videos/request%20dialog%20options.png" alt="Request invoice dialog for an OpenAI charge with recipient email and optional note" />
</Frame>

<Note>
  **Contributors** and above can send invoice requests. Contributor is the same role as Member.
</Note>

## Request notifications

Requests go to the **owner** by default. Recipients do not need a ClearSpend account. They only see the charges they were asked about.

| Channel | What happens |
| - | - |
| **Email** | First request, then a reminder every 24 hours until proof is attached |
| **Slack** | Alerts when [Slack is connected](/connect/slack-integration) |
| **Transactions** | Evidence shows **Requested** |

Manage channels under [Settings → Notifications](/settings/notifications). See what the email looks like on [Email notifications](/settings/subscription-notifications#invoice-upload-notification). Change who gets requests on [Change owner](/features/transactions-owners).

## What the recipient sees

The email (and Slack, if connected) includes a **public upload link**. The recipient opens it in a browser. They never sign in to ClearSpend.

<video controls className="w-full rounded-lg" src="https://assets.clearspend.ai/content/videos/document_request_receiver_view.mp4">
  Your browser does not support the video tag.
</video>

On that page they see:

* Your organization name and how many charges still need a file
* Charges grouped by vendor, with amount and date
* An upload area on each charge

After a file uploads, ClearSpend shows **Matching invoice…** while it checks the file against that charge. Accepted types: **PDF**, **PNG**, **JPEG**, or **WebP**, up to **50 MB**.

If the file is the wrong invoice, the row stays open and they can upload again. Only a matched file counts.

Each recipient sees only the charges they were asked about, not your full workspace.

## Resolving a requested charge

The recipient does not have to use the public upload link. If the file arrives through **Gmail**, **Google Drive**, **Slack**, **WhatsApp**, upload, or another channel, ClearSpend can match it to the charge.

Once linked, **Evidence** shows **Invoice**, the charge is reconciled, and follow-up emails stop.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.