Know exactly which invoices are overdue and what to send next.
# Weekly Money Review — Aging Checklist **Timebox:** 15 minutes. Same day/time every week (e.g. Friday 9:00). **Tool:** Notion Invoices DB (or your Sheet) + email templates in `03`. Protect the block. Unpaid invoices don’t age themselves into cash. --- ## Before you start - [ ] Open **Overdue**, **Due in 7 Days**, **Partial**, and **Needs Reminder** views - [ ] Have `03-invoice-email-templates.md` open - [ ] Mute Slack/email for 15 minutes if you can --- ## Step 1 — Sync reality (3 min) - [ ] For every **Sent** invoice with Due Date **before today** → Status = **Overdue** - [ ] Match bank/PayPal/Stripe: any payments not logged? Update **Amount Paid** - [ ] If Amount Paid > 0 and < Amount → Status = **Partial** - [ ] If Amount Paid ≥ Amount → Status = **Paid** (send Email 8 if not sent) - [ ] Clear junk Drafts you abandoned --- ## Step 2 — Age the open balances…
Want the full set? Get-Paid Bundle ($49) or the Everything Bundle ($69).