Payment status & reminders

Capsure helps you keep track of which invoices have been paid - and which still need your attention - without needing to manage it manually.

Last updated 30 days ago

Payment status

Every invoice in Capsure has 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. To change the status, just select ‘Paid’ or ‘Not paid’.

You can find the payment status inside the invoice details. This is how it will appear when the payment status is 'Paid'.
This is how it will appear when the payment status is 'Unpaid'. When the invoice is unpaid, you will see options to set email reminders.

Email reminders

For any invoice marked as Not paid, you can choose to receive reminders until it’s been paid.

You can set reminders to:

  • Off (default)

  • Weekly

  • Daily

Reminders will continue to be emailed to you until the payment status is set to Paid or reminders are switched off.

Example of a reminder email

Need to Pay list

All invoices marked as Not paid will appear in the “Need to Pay” section on your Board. This gives you a clear view of everything outstanding in one place.

Why this matters

Payment status helps you:

  • Avoid double-paying invoices

  • Keep track of outstanding payments

  • Stay organised without spreadsheets or manual lists