In this example, we want to create a PDF invoice and send it to a customer based on information we have in Notion. Knowing what sort of information we need will save us a lot of headache later down the line. The approach demonstrated in this tutorial is perfect for solopreneurs and small businesses that create invoices occasionally and don’t need additional features like payroll etc.īefore we learn how to generate invoices in Notion, it’s important to think about the exact result that we want to achieve. If you run a bigger business, investing in some dedicated bookkeeping software is probably a must.Do your own research or consult a professional and adapt what you learn in this tutorial to comply with the relevant laws. Neither this article nor the template is intended as any sort of legal advice. Most countries have specific rules for invoices.It’s simple yet powerful and you can customise it exactly to your needs. So I decided build my own invoicing tool using Notion, Google Docs and Make. I was getting very frustrated researching an invoicing tool that offered me a flexible, simple approach to invoicing without breaking the bank. You’re offering your services online and need to change legal requirements depending on where your clients live? Or change the language? Good luck figuring that out. ![]() Sure, there’s invoicing software out there but these tools add recurring expenses to your business and have fixed formats of what you can do. What was your client’s VAT ID again? In how many places to you need to change your address now that you have a new office? And why does it take forever to get the format right? Doing this manually on a case-by-case basis just takes too much time. All you want to do is focus on delivering awesome value to your clients, but somehow, you spend hours each day on boring and repetitive administrative tasks.
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