Can I see outstanding billing per job and overall?

Yes. Tag each invoice to its job and set a status, then review one job's invoices or filter to every unpaid and overdue invoice across all jobs.

Does Cash Workspace chase payments for me?

No. These are status records only — you mark each invoice paid, unpaid, or overdue and keep it current. The workspace does not send reminders for you or collect payments; follow-up stays in your hands.

Can I record partial payments?

Yes. Mark an invoice partially paid and keep the record updated as the balance comes in, so the outstanding amount stays accurate for your review.

Cash Workspace

Use the Freelancer template

Contractor finance · Invoicing

Know who has paid, by job, at a glance

When you're running five jobs at once, 'who still owes me?' is a question with no good answer unless every invoice has a status and a job behind it. Recording each invoice tagged to its job, marked paid, unpaid, or overdue, gives you both a per-job view and a clean across-jobs list of what's outstanding. Cash Workspace gives you one place to record invoice status and attach the invoice PDF — these are status records you keep current yourself, not a reminder service.

Start a free workspace See the unpaid invoice tracker

The problem

Why outstanding billing is hard to see

Invoices go out across many jobs and get paid at different times, so the outstanding picture lives only in your head.

You can't quickly say which jobs still have money owed on them.
A deposit was paid but the balance invoice fell off the radar.
Progress-billing draws on one job get mixed up with the final invoice.
An overdue invoice is 'overdue' in your memory but nowhere you can check.
At month-end you can't produce a clean list of everything outstanding.

The workflow

Record invoice status per job

Record each invoice the same way, tag it to its job, and keep the status current.

1
Record the invoice
When you send one, record the invoice number, client, amount, issue date, and due date.
2
Tag it to the job
Tag the invoice to its job so you can view billing per job and across jobs.
3
Set the status
Mark it sent, partially paid, paid, or overdue, and update it as payments land.
4
Attach the invoice PDF
Attach the sent invoice so the number, amount, and document stay together.
5
Review what's outstanding
Scan unpaid and overdue invoices at month-end across all jobs.

Record structure

What to record for each client invoice

A consistent field set makes outstanding billing easy to see per job.

Invoice number: Your invoice reference, so each is uniquely findable.
Job: The job the invoice belongs to, for per-job and across-jobs views.
Client: Who owes the amount, kept as a consistent client record.
Amount: The invoice total and currency.
Issue date: When you sent it.
Due date: When payment is due, so overdue is obvious.
Status: Sent, partially paid, paid, or overdue.
Invoice PDF: The sent invoice attached to its record.

Example setup

An example invoice status setup

One way to organize invoice status inside your workspace.

Job — Cedar kitchen

Deposit, progress, and final invoices for that job with each one's status marked.

Outstanding across jobs

Every unpaid and overdue invoice, regardless of job, for a month-end review.

Paid & closed

Fully paid invoices kept for the record, with PDFs attached.

Common mistakes

Mistakes to avoid

Leaving invoice status blank, so paid and unpaid look the same later.
Not tagging invoices to a job, so per-job billing can't be seen.
Losing track of a balance invoice after the deposit is paid.
Keeping the outstanding list only in your head.
Recording the invoice but not attaching the PDF.

How it helps

How Cash Workspace helps

Status on every invoice

Mark each invoice sent, partially paid, paid, or overdue and update it as payments land.

Per-job and across-jobs views

Tag invoices to jobs so you can see billing for one job or everything outstanding at once.

Invoice PDFs attached

Attach each sent invoice so the number, amount, and document stay together.

Unpaid invoice tracker

Organize unpaid invoices so follow-up is simple.

Progress billing records

Track draws and balances across a job.

Deposit records tracker

Keep deposits reconciled with their balance invoices.

Client payment follow-up

Organize follow-up on what's outstanding.

All finance workflows

Browse the full Cash Workspace workflow library.

FAQ

Invoice status records FAQ

Can I see outstanding billing per job and overall?: Yes. Tag each invoice to its job and set a status, then review one job's invoices or filter to every unpaid and overdue invoice across all jobs.
Does Cash Workspace chase payments for me?: No. These are status records only — you mark each invoice paid, unpaid, or overdue and keep it current. The workspace does not send reminders for you or collect payments; follow-up stays in your hands.
Can I record partial payments?: Yes. Mark an invoice partially paid and keep the record updated as the balance comes in, so the outstanding amount stays accurate for your review.

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.

See every unpaid invoice by job

Start a free workspace and record each invoice tagged to its job with a clear status and the PDF attached, so you always know who has paid and who hasn't.