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ClearSpend sends notification emails automatically. Each email goes to the recipients configured under Settings → Notifications. If you’ve connected Slack, the workspace Owner also receives renewal and document alerts in Slack.

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Upcoming renewal

Trigger: the renewal date is 1, 3, 7, or 15 days away (whichever cadences you’ve enabled).
Upcoming renewal notification email

Upcoming renewal email: subscription name, renewal date, amount, billing cycle, and a View all Upcoming Renewals button.

The email includes:
  • Subscription: the subscription name
  • Amount: the expected charge
  • Billing Cycle: Monthly, Quarterly, Semi-Annually, Yearly, or One-time
  • Remaining Days: days until the renewal date
  • View all Upcoming Renewals button: links directly to the Renewals page in ClearSpend
No action is required if you’re okay with the renewal. The email is a heads-up so you can review, downgrade, or cancel before the charge hits.
You can change which intervals trigger this email under Settings → Notifications. Many teams enable both 7 days (for planning) and 1 day (as a final check).

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Monthly summary

Trigger: sent on the 1st of each month.
Monthly summary notification email

Monthly summary email: table of all upcoming renewals with subscription name, amount, and renewal date.

The email includes:
  • A table of renewals scheduled for that month with subscription name, amount, and renewal date
A View all Upcoming Renewals button links directly to the Renewals page in ClearSpend.

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Invoice upload notification

Trigger: when someone requests an invoice or receipt from an owner on Transactions.
Invoice upload notification email with Start uploading button

Invoice upload email: invoice mission summary, transactions to cover, and a Start uploading button.

The email asks the recipient to upload proof and includes a public upload link. Recipients do not need a ClearSpend account. They only see the charges they were asked about. What to know:
  • The first request goes out when the ask is sent
  • If proof is still missing, ClearSpend sends a reminder every 24 hours until a file is attached
  • Follow-up emails stop once the charge is matched to an invoice or receipt
See Request invoices for how requests work and what recipients receive. For Slack alerts, see Slack notifications.