Small Business - Invoice Tracker & Reminder
About this template
Effortlessly manage your invoices with this comprehensive Notion template!
Designed to streamline your invoicing process, this template includes automated fields, smart formulas, and easy-to-use manual properties. Here's what you'll get:
Key Features:
- Invoice Status (Automated)
A dynamic formula calculates the current status of your invoices based on their issued and paid dates. It uses color-coded indicators for quick recognition:
🟩 Not Issued Yet
🟩 Invoice Paid
🟩 < 14 Days
🟧 > 14 Days
🟥 > 30 Days
- Invoice ID (Automated)
Each new row automatically generates a unique Invoice ID for seamless tracking.
- Invoice Reminder Button (Actionable)
Send an automated payment reminder email to your client with a single click! This feature automatically checks the First Invoice Reminder Send checkbox to track reminders.
- Invoice Status - Detailed (Automated)
An extended version of the Invoice Status field, providing more granular details.
- First Invoice Reminder Send (Automated)
This checkbox is checked automatically when you send a reminder via the Invoice Reminder button.
Customisable Properties:
- Client Name
Easily add your client's name to keep track of your contacts.
- Client Email
Enter your client's email address, which is used to send automated reminders.
- Invoice Amount
Input the total amount of the invoice for financial tracking.
- Invoice Issued
Specify the date the invoice was issued for accurate status calculations.
- Invoice Paid
Add the date the invoice was paid to mark it as complete.
- Invoice Document
Attach the relevant invoice file for reference and storage.
Benefits:
Save time with automated invoice tracking and unique ID generation.
Ensure timely payments with one-click automated email reminders.
Keep your invoicing process organised with clear visual status indicators.
This template is perfect for freelancers, small business owners, and anyone looking for a smarter way to manage their invoices in Notion. Start simplifying your workflow today!
As this template utilises Paid Notion features you need any paid version of Notion (the cheapest is enough)!
