This will remove the invoice from your main tracker but keep it stored away in the Archive. To archive an invoice, simply hit the checkbox labeled 'Archive'. This can be helpful if you need to include a contract or purchase order along with the invoice itself. You can also add a message or note at the bottom of the invoice, which can be helpful for adding payment instructions.Īs with any Notion page, you can insert images, files, embeds and even comments on your Invoice templates. So, for example, if you are charging hourly, you may want to name the 'Description' column as 'Service Performed' and the 'Quantity' column as 'Hours'. You can add as many line items as you need and adjust the table properties and labels to be better suited to your business. The template itself includes sections for an invoice number, your company logo, the recipient's name and address and a table for each line item. Hit '+ New Invoice' to start from a fresh template. Currently, there's only one option-a simple Invoice layout. Whenever you open up that invoice item as a page, you'll have an option to start from a template. With every new item added to the database, a new 'Invoice' object is created. Now that we've seen what the tracker includes, let's look at how to create a new invoice inside it. You can also use the calendar view to see when invoices are due, or the gallery view to display them as card tiles that can be filtered by any of the properties you've added. You can use the Table view to get a quick overview of all Invoices in your database, or you can make use of the Kanban board view if you'd like to keep a closer eye on the status of various invoices. Thanks to Notion's native database functionality, this main invoice tracker can be presented in a few different views. Status: Whether the invoice has been sent, paid or both.ĭue: When the invoice is due or expected to be paid.Īmount: How much money is owed or has been paid.Īttachments: Any supporting documents, like a purchase order or contract. You can add as many properties (columns) as you want, but to get started, I've included the following: This is where all your invoices will live. An archive to store invoices you no longer need to track (but don't want to delete!).Views to filter and sort your Invoices tracker more conveniently and.A template generator to let you spawn a fresh copy with each new invoice.Properties to track status, dates, amounts and attachments.Some things really are best left to a template and invoices are one of them.īut instead of another Word document or PDF to fiddle with, in this component I'll be sharing a smart Notion Invoices Tracker (invoice template included, of course).
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |