Notion Template for Freelancers — Client & Invoice Tracker, Project and Task Manager
A Notion hub that connects your clients, projects, invoices and tasks — one dashboard shows who owes you money, what is due today, and which project needs you next.
$14.99 Buy on Payhip
Instant download after checkout. Sold and delivered by Payhip.
Who this is for
- Freelance designers, writers, developers, consultants and coaches juggling more than two clients at a time
- Solopreneurs who invoice from a separate tool but track everything else in spreadsheets, sticky notes or their head
- Anyone who has ever asked 'wait, did they pay that invoice?' and gone digging through email to find out
Who this is not for
- Anyone who does not use Notion — you need a Notion account to duplicate and use the template (the free plan is fully enough)
- Anyone expecting it to replace invoicing or accounting software — the hub tracks invoices and payments, and each invoice row links to the actual invoice you issued
What's inside
- Home dashboard: today's tasks, unpaid invoices and per-client balances on the one page you open each morning
- Clients database (15 properties) with automatic Total invoiced, Total paid and Balance due rollups per client
- Projects database (13 properties): Lead to Delivered status pipeline, quoted amounts, deadlines and an automatic invoiced-so-far percentage
- Invoices database (13 properties): Draft / Sent / Partially paid / Paid / Overdue statuses, due dates and an automatic Days overdue counter
- Tasks database (9 properties) linked to projects, with the client name pulled in automatically, plus a Today view and a This week board
- 12 ready-made views, realistic sample data (3 fictional clients, 4 projects, 5 invoices, 6 tasks) and a Getting Started guide inside the template
How it works
- Buy and download the file from Payhip.
- Open the delivery file and duplicate the template into your own Notion workspace.
- Follow the Getting Started page inside the template (about five minutes), explore the wired-together sample data, then replace it with your own clients, projects and invoices.
Questions
How do I get the template after I purchase?
After checkout on Payhip, download the delivery PDF and click the template link inside it. In Notion, click Duplicate (top right) and the whole hub — databases, views, sample data and guide — is copied into your own workspace.
Do I need a paid Notion plan?
No. A free Notion account is fully enough: the template uses only standard built-in Notion features (databases, relations, rollups, formulas), needs no add-ons, and stays within free-plan limits for a single user.
Can I customize it — rename things, add fields, change statuses?
Yes, completely. Once you duplicate it, it is your own Notion copy: rename properties, add statuses, change currencies, add databases or delete views. The Getting Started page explains which pieces the automatic balances depend on, so you know what to keep.
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