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New: Payment Status on invoices

We’ve introduced Payment Status to help you clearly track which invoices have been paid - and which still need your attention.

What’s new

Every invoice now includes a Payment status:

  • Paid

  • Not paid

When you add a new invoice, Capsure will automatically detect whether it’s been paid or not based on the invoice details.

It’s already proving to be very accurate - but you can always update the status manually if needed.

When Capsure detects that an invoice has already been paid, a purple badge will appear with 'Auto-marked as paid'.

Not paid + reminders

If an invoice is marked as Not paid, you can choose to receive email reminders until it’s been taken care of.

You can set reminders to:

  • None (no reminders)

  • Weekly

  • Daily

This helps ensure nothing slips through - without needing to track it manually.

ℹ️ Once you've paid the invoice, switch the ‘Invoice paid’ toggle on. This will automatically stop any email reminders.

“Need to Pay” list

Any invoices marked as Not paid will appear the “Need to Pay” section on your Board, so everything outstanding is visible in one place.

This is a simple step toward making it much clearer what’s been paid vs what hasn’t — without needing to track it manually.

As always, we’d love your feedback 💜

The Capsure Team

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