Completed work this quarter
Every project, engagement, and add-on delivered in the period, by client and date.
Receivables · Catch-up audit
Find the finished work you forgot to invoice
The scariest gap in receivables isn't a late invoice — it's the invoice that was never created. A project wrapped, you moved on, and the bill simply never went out. That's revenue you earned and walked away from. A periodic audit that cross-checks every completed project and client against your issued invoices surfaces delivered work with no matching invoice, so you can finally bill it. Cash Workspace gives you the project and client records on one side and the issued invoices on the other, ready to compare.
The problem
Why some work never gets billed
Invoicing usually happens at the end of a job, exactly when you're moving to the next one. With nothing checking for gaps, the unbilled job just disappears.
- A project finished and you never created the invoice, so the client never paid because they were never billed.
- A small add-on task got delivered informally and was never written up.
- You assumed a teammate invoiced a job and they assumed you did.
- A client you stopped working with has one final deliverable still unbilled.
- Months later you have a vague feeling you're owed money but can't pin down for what.
The workflow
Cross-check projects against issued invoices
Run this as a periodic catch-up routine — list what was delivered, match it to invoices, and bill the gaps.
- 1
List completed work
Pull together every project, client engagement, and add-on task you delivered in the period under review.
- 2
List issued invoices
Open your invoice records for the same period so you have the full set of bills actually sent.
- 3
Match each delivery to an invoice
Go down the completed-work list and confirm each one has a matching issued invoice.
- 4
Flag the gaps
Mark any delivered work with no invoice — these are the jobs that were never billed.
- 5
Create the missing invoice
For each gap, build and send the invoice now, then add it to your records so the gap closes.
Record structure
What to check during the audit
A short set of checkpoints makes the cross-check reliable rather than a vague skim.
- Completed project / job
- The delivered piece of work being checked, named so it maps to a real engagement.
- Client
- Who the work was for, kept as a consistent client record for matching.
- Delivery date
- When the work was finished, so you check the right period.
- Matching invoice?
- Whether an issued invoice exists for this work — yes or no.
- Invoice number (if any)
- The invoice that covers it, so matched work is verifiably billed.
- Gap flag
- A mark on any delivered work with no invoice, so the catch-up list is clear.
- Action taken
- Note 'invoice created' once you bill a gap, so it isn't double-flagged next audit.
Example setup
An example audit setup
One way to run the cross-check inside your workspace.
Issued invoices this quarter
The invoice records for the same period to match against.
Unbilled gaps
Delivered work flagged with no matching invoice, queued to bill.
Caught up
Gaps now invoiced, marked done so the next audit skips them.
Common mistakes
Mistakes to avoid
- Never running the audit, so unbilled work stays invisible forever.
- Checking invoices only, without listing what was actually delivered.
- Assuming a teammate billed a job instead of confirming it against records.
- Skipping former clients who may have one last unbilled deliverable.
- Finding a gap and not marking it 'invoiced' once you bill it, so it resurfaces confusingly.
How it helps
How Cash Workspace helps
Projects and clients in one place
Keep your delivered-work and client records together so the audit has a complete list to check against invoices.
Invoice records to match
Hold every issued invoice in one set so matching delivered work to a bill is a direct comparison.
A place to flag and close gaps
Mark unbilled work, then note it 'invoiced' once billed, so the catch-up routine stays clean run to run.
Related
Related catch-up and close-out workflows
End-of-month close
A monthly routine to close out invoicing cleanly.
Project close-out reconciliation
Reconcile invoices when a project wraps.
Quarterly receivables review
Step back each quarter to review billed and outstanding.
Multi-project client folders
Keep one client's many projects and invoices organized.
All finance workflows
Browse the full Cash Workspace workflow library.
FAQ
Forgotten invoice audit FAQ
- How often should I run this audit?
- Monthly or quarterly works for most operators. Running it on a set cadence keeps the list of completed work short enough to check carefully, so gaps surface before they're months old.
- Does Cash Workspace find unbilled work automatically?
- No. You do the cross-check yourself by comparing your completed-work list to your issued invoices. Cash Workspace keeps both sets of records in one place so the comparison is straightforward and nothing has to be reconstructed from memory.
- What do I do when I find a gap?
- Create and send the missing invoice now, add it to your invoice records, and mark the work 'invoiced' so the next audit doesn't flag it again.
Organizing help — not tax, accounting, or legal guidance
Cash Workspace is a free workspace for organizing invoices, expenses, receipts, clients, and documents. This page is organizing guidance only — not tax, accounting, legal, or bookkeeping guidance. Cash Workspace does not connect to your bank, does not scan or read your receipts for you, and does not move or collect payments. Whether an expense is deductible depends on your situation, so confirm it with a qualified accountant or tax professional.
Stop leaving earned money unbilled
Start a free workspace, keep your projects and invoices side by side, and run a periodic audit to catch delivered work that was never invoiced.