This template makes invoicing easy by allowing you to create invoices directly from a pre-defined catalogue of goods and services. Ideal for businesses and freelancers who regularly invoice for the same items, it simplifies the process and keeps all your invoice information in one organised place.
The template includes several databases:
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Invoice Database - where you create and track your invoices
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Client Database - used to manage all your customer information
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Product Database - record your standard products and costs.
How it works:
Add your products and services to the catalogue, and when it's time to create an invoice, simply select the items, adjust the quantity, and the total is automatically calculated. You can add custom line items to the invoice too.
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Generate an Invoice: Select the products from your Product database, and add a quantity.
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Add Extra Line Items: Need to include bespoke charges or services? Easily add extra line items to your invoice.
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Automatic Totals: The template automatically calculates the invoice totals.
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Track Payment Status: The template automatically calculates the invoice totals.
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Upgrade with Pop Invoice: Integrate with Pop Invoice to generate PDFs, email invoices to clients, and set up automated reminders for any overdue payments.
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.
📽️Video Tutorial
I’ve put together a quick video to show you how it all works 👇
