Invoice Manager

This invoice template helps you create, track, and manage invoices in Notion. Stay organised with sections for client details, payment status, and due dates. Connect to Pop Invoice for added features like PDF generation, email invoicing, and automated reminders
About this template

The template includes several databases:

1. Invoice Database - where you create and track your invoices.
2. Client Database - used to manage all your customer information
3. Line Item Database - records the individual items for each invoice

👉 How it works
1. Generate an Invoice - Select the client and add the items to create an invoice.
2. Automatic Totals - The template automatically calculates the invoice totals.
3. Track Payment Status - Use the invoice database to monitor payment statuses and ensure you're up to date with outstanding invoices

👉 Take Advantage of Notion’s Charts Feature
If you’re a paid Notion user, you can also take advantage of the new charts section in this template. The charts give you a comprehensive overview of your invoicing activity, including overdue invoices, the number of invoices issued per month, and how much you’ve invoiced each client. This visual representation helps you stay on top of your financial data at a glance.

👉 Upgrade with Pop Invoice
For users seeking additional functionality, the template integrates seamlessly with Pop Invoice. By connecting with Pop Invoice, you can generate PDFs of your invoices, email them directly to clients, and set up automated reminders for unpaid invoices. This takes the hassle out of invoicing and helps ensure you get paid on time.

Categories
About this creator

More by Jo Lodge

Browse 9 templates

More like this