Free

Invoice Notion Template

How to create an invoice in Notion?

Creating an invoice in Notion is simple and customizable. Start by using a database or a pre-designed template to structure the necessary fields like client information, itemized lists, totals, and payment terms. Customize the page by adding a header for your company logo and branding, and include database properties to calculate totals and track payments automatically. Use Notion’s sharing options to export or share invoices directly with clients.

What should I include on an invoice?

• Your Company Information: Company name, address, phone number, email address, and tax ID.
• Client Information: Client name, address, phone number, and email address.
• Invoice Number and Date: A unique identifier for the invoice and the date it was created.
• Itemized List of Services or Products: Description, quantity, unit price, and total price for each item.
• Subtotal: The total cost of all items before taxes and discounts.
• Taxes: Applicable sales tax or VAT.
• Discounts: Any discounts applied to the invoice.
• Grand Total: The final amount due, including taxes and discounts.
• Payment Terms: Due date and accepted payment methods.
• Additional Notes: Any additional information or terms and conditions.

Is Notion good for Invoicing?

Notion is suitable for basic invoicing, especially if you value flexibility and integration with your workspace. It works well for small businesses or freelancers who need a lightweight tool to manage invoices alongside other workflows. However, it may lack features like automation or payment tracking available in dedicated invoicing software. For advanced needs, consider dedicated invoicing software like ezinvoiceHub.

Is It Better to Create an Invoice in Notion or Excel?

The choice between Notion and Excel depends on your requirements.
Notion is ideal for integrated workflows where invoicing is part of a larger task management or project tracking system. It offers design flexibility but relies on manual input for calculations.
Excel is better for complex invoices with multiple line items, calculations, and data analysis. It can automate calculations and generate reports. For most businesses, a dedicated invoicing software is the most efficient solution. It offers features like automated calculations, payment tracking, and professional templates.