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.
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