When you sign up for Pop Invoice, this Notion template is automatically added to your workspace, seamlessly integrating with all of Pop Invoice’s standard and Pro features. It's designed to help you create, track, and manage your invoices with ease.
If you prefer, the template can also be used independently as a simple invoice tracker, allowing you to keep everything organised without relying on Pop Invoice
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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Line Item Database: records the individual items for each invoice
How it works
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Generate an Invoice: Select the client and add the items to create an invoice.
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Automatic Totals: The template automatically calculates the invoice totals.
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Track Payment Status: Use the invoice database to monitor payment statuses and ensure you're up to date with outstanding invoices
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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
Here's a short video explaining how to use the template 👇
