2026 fiscal year
The folder holding this year's YTD invoiced log and supporting invoices.
Receivables · Year-to-date
A running log of everything you've invoiced this year
Midway through the year, 'how much have I billed so far?' is a question most freelancers can't answer quickly — the invoices are scattered across months, clients, and tools. A year-to-date log that lists every invoice you've issued, in order, with its month, client, amount, and status, gives you one place to review billed-to-date and what's still outstanding. Cash Workspace keeps that log inside your fiscal-year folder, with you maintaining the running figure as each invoice goes out.
The problem
Why your YTD billed number is a mystery
Without one running log, the total you've invoiced lives nowhere. You'd have to dig through every month and client to add it up.
- Someone asks how much you've billed this year and you genuinely don't know.
- Invoices are spread across months and clients with no single list.
- You can't tell how much of what you billed is actually still outstanding.
- A slow stretch sneaks up on you because nothing tracks the running total.
- At year-end you scramble to reconstruct the full list from scratch.
The workflow
Add each invoice to the log as you go
Keep one YTD log per fiscal year and append every invoice the moment you issue it.
- 1
Start one YTD log per year
Create a single running list inside your fiscal-year folder for all invoices issued in that year.
- 2
Add each invoice when issued
As you send an invoice, add a row with its month, client, number, amount, and status.
- 3
Keep the running figure current
Update your own billed-to-date note as you add invoices, so the total reflects everything issued so far.
- 4
Mark what's outstanding
Keep each row's status current — sent, partially paid, paid, overdue — so you can see billed vs collected.
- 5
Review monthly
Scan the log once a month to check the pace and chase anything still open.
Record structure
What to record in the YTD log
A compact set of columns makes the whole year reviewable at a glance.
- Month
- When the invoice was issued, so the log reads in time order across the year.
- Client
- Who it was billed to, kept as a consistent client record.
- Invoice number
- Your structured reference, so each row maps to a real invoice.
- Amount
- The invoice total and currency for that row.
- Status
- Sent, partially paid, paid, or overdue, so billed and collected are distinguishable.
- Billed-to-date note
- Your own running figure of total invoiced so far this year, updated as you add rows.
- Outstanding flag
- A quick mark on rows that aren't fully paid, so the open total is easy to scan.
Example setup
An example YTD log setup
One way to keep the running list inside your workspace.
YTD invoiced log
Every invoice issued this year by month, client, number, amount, and status.
Still outstanding
The subset of rows that aren't fully paid, pulled out for quick review.
Common mistakes
Mistakes to avoid
- Waiting until year-end to build the list instead of adding rows as you go.
- Mixing two fiscal years in one log so the YTD figure is meaningless.
- Letting statuses go stale so billed looks the same as collected.
- Forgetting to update the running billed-to-date note after adding invoices.
- Leaving outstanding rows unmarked so the open total is invisible.
How it helps
How Cash Workspace helps
One running log per year
Keep all of a year's invoices in a single list inside the fiscal-year folder so the YTD picture is always in one place.
Status on every row
Mark each invoice's status so you can review what's billed versus what's still outstanding.
Your own billed-to-date note
Maintain the running figure yourself; Cash Workspace keeps it beside the full list for review.
Related
Related receivables overview workflows
Monthly receivables summary
Summarize what was invoiced and collected each month.
Outstanding balance log
See open balances across all clients in one log.
Quarterly receivables review
Step back every quarter to review billed and outstanding.
Freelance finance dashboard
Bring your key finance views together in one place.
All finance workflows
Browse the full Cash Workspace workflow library.
FAQ
Year-to-date invoiced log FAQ
- Does Cash Workspace total my YTD invoiced amount automatically?
- No. You keep the running billed-to-date figure yourself. Cash Workspace holds the full list of invoices by month, client, amount, and status so the figure is easy to maintain and review.
- Does this log tell me my profit?
- No. It's a record of what you've invoiced, not what you've earned after costs. To review costs alongside revenue, keep your expense records in the same workspace and look at them side by side.
- How do I tell billed apart from collected?
- Keep each row's status current. Billed is every invoice in the log; collected is the rows marked paid. The difference is what's still outstanding.
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 everything you've billed this year
Start a free workspace and keep one running YTD log so you can review total billed-to-date and what's still outstanding any time.