Last updated date
Jan 4, 2023 10:11 AM
Published date
Sep 7, 2022 11:33 AM
Written by
ibrar 💭
It is highly likely that you are already using Notion for customer relationship management as you are reading this post.
If you are a pro user like me, you may also be using it as an accounting system for more clarity.
In this situation, the possibility of handling invoices in Notion may seem like the final piece of the puzzle.
Fortunately, as Notion comes with a lot of blocks, you can create really attractive invoices with it.
But invoicing in Notion does come with its own downsides:
- You’ll not get the same flexibility as that of Quickbooks or Xero
- You'll not get some features like auto invoice numbering, calculation of taxes, graphs and insights on your sales, etc. as of now.
Nevertheless, Notion is better than Word or Excel for quick and easy invoicing.
The fact that Notion allows creating custom page templates (that can be used as invoice generators) is really helpful when creating invoices on-the-fly.
Let’s get ‘em.
Notion Invoice Template
Notion Invoice Template
🌟 Our score: 97 / 100
It is the best template for individuals to create their invoice documents easily, and share them with their clients. You can have the billing and the table view of all details of your work on one single page.
Budgeting Template
Budgeting Template
🌟 Our score: 92 / 100
Keeping track of your monthly expenses is a good idea. This budgeting tracker helps you to keep an eye on your inflow and outflow of the budget and the transactions you made.
There is an inline transactions table that lists the transactions you made in relation to the category, together with the date on which the transaction took place, and descriptions of the transactions.
Sample Invoice Template
Sample Invoice Template
🌟 Our score: 92 / 100
Individuals can manage all of their invoices under one roof with this invoice template. For easy management, you can create a linked database. The invoices can be marked as paid or due so that you can follow up on them.
Active Invoice Template
Active Invoice Template
🌟 Our score: 90 / 100
This Notion template allows users to create simple invoices, deadlines, overdue statuses, and more using simple design elements. The task grading provide helps track quality in order to estimate re-hire probability (which is especially helpful if one works with contractors on a regular basis).
Finances by Kely
Finances by Kely
🌟 Our score: 89 / 100
This finance notion template is ideal for individuals to keep track of all their income and expenses, and generate a monthly report showing their income and expenses. There are 3 pages in the template: Monthly Summary, Income, and Expenses.
You can view your income and expense reports as a gallery and as a table view on the monthly summary page. Using the progress bar, you can track how close you are to reaching your budget amount.