Does Cash Workspace mark invoices paid automatically?

No. You set each status yourself. The product records the status you choose; it does not detect payments from a bank or any payment service.

How do I handle a partial payment?

Mark the invoice partially paid and add a note of how much arrived and when, so the board shows it as half-settled rather than paid or unpaid.

How often should I review the board?

A weekly grouped view of outstanding versus paid keeps follow-up timely, with a fuller pass at month-end to confirm everything is marked correctly.

Cash Workspace

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Small business finance · Invoicing

Run a simple invoice status board

Once you're sending invoices to more than a handful of customers, "did they pay that one?" becomes a daily question. The answer lives in your head, your email, and your bank app — never in one place. A status board fixes that: every invoice carries a status you set, from draft to paid, and a weekly glance shows what's still outstanding. Cash Workspace records the statuses; you set them, because the product does not detect payments from a bank.

Start a free workspace Organize aging invoices

The problem

Why paid-versus-unpaid gets lost

Invoices are sent from one place, paid into another, and remembered nowhere. Without a single status on each one, you can't tell outstanding from settled without checking everything.

You re-check your bank app to confirm whether a specific invoice was paid.
An invoice was paid weeks ago but still feels outstanding in your head.
A partial payment came in and there's no clean way to show it's half-settled.
Overdue invoices blend in with everything else, so follow-up slips.
At month-end you can't quickly list what's still owed to you.

The workflow

Set, update, and review statuses

Give every invoice a status the moment it's sent, update it when money arrives, and run one weekly outstanding-versus-paid view.

1
Set a status on send
When you send an invoice, mark it sent right away so it enters the board instead of your memory.
2
Update on payment
When payment lands, change the status to paid — or partially paid if only some came in.
3
Flag overdue
Once an invoice passes its due date with no payment, mark it overdue so it stands out for follow-up.
4
Run a weekly view
Once a week, view invoices grouped by status to see outstanding versus paid at a glance.
5
Clear the board monthly
At month-end, confirm every paid invoice is marked paid and list what's still owed.

Record structure

What to record for each invoice on the board

A consistent status and a few dates are all the board needs to stay readable.

Invoice number: Your structured number, so each board entry maps to one invoice.
Customer: Who it's for, kept as a consistent client record.
Amount: The invoice total, so outstanding amounts add up.
Issue date: When you sent it, for the right month and aging.
Due date: When it's due, so overdue is obvious.
Status: Draft, sent, partially paid, paid, or overdue — set and updated by you.
Payment-received note: When and how much arrived, so partial payments are clear.

Example setup

An example status board layout

One way to group invoices by status inside your workspace.

Outstanding

Invoices marked sent or partially paid, with amounts and due dates, sorted by what's most overdue.

Overdue

Invoices past due with no full payment, pulled out for follow-up.

Paid this month

Invoices marked paid, with the date payment was recorded, for a clean month-end view.

Common mistakes

Mistakes to avoid

Leaving an invoice without a status, so it lives in your head instead of the board.
Forgetting to mark an invoice paid, so it lingers as outstanding.
Treating a partial payment as fully paid or fully unpaid.
Skipping the weekly review, so overdue invoices pile up unseen.
Expecting the board to detect a payment for you — statuses are set by you.

How it helps

How Cash Workspace helps

Clear statuses you set

Mark each invoice draft, sent, partially paid, paid, or overdue and update it as things change.

Outstanding-versus-paid views

Group invoices by status to see what's still owed and what's settled in one glance.

Partial-payment notes

Record what came in and when so half-settled invoices are never confusing.

Outstanding and aging invoices

Organize what's owed by how overdue it is.

Many-client invoice organizer

Keep invoices straight across many customers.

Invoice status labels

A clear set of labels: draft, sent, paid, overdue.

Unpaid invoice tracker

Organize unpaid invoices so follow-up is simple.

All finance workflows

Browse the full Cash Workspace workflow library.

FAQ

Invoice status board FAQ

Does Cash Workspace mark invoices paid automatically?: No. You set each status yourself. The product records the status you choose; it does not detect payments from a bank or any payment service.
How do I handle a partial payment?: Mark the invoice partially paid and add a note of how much arrived and when, so the board shows it as half-settled rather than paid or unpaid.
How often should I review the board?: A weekly grouped view of outstanding versus paid keeps follow-up timely, with a fuller pass at month-end to confirm everything is marked correctly.

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.

Always know what's been paid

Start a free workspace and give every invoice a status you set, so a weekly glance tells you exactly what's outstanding and what's paid.