Notion – Business Invoice Template

Notion – Business Invoice Template

This template is perfect for creating simple Notion business invoices.

Who will love this template?

• Businesses wanting to standardise their invoice process and use Notion documents to ensure a consistent invoice format
• Freelancers, contractors and consultants who submit invoices and want to put across a professional image

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What you need before purchase

• Basic knowledge of how to use Notion
• Paid Notion account if you’re looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

• Click on the template download link in Gumroad
• When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
• The template will now be available in your own Notion account

For ongoing use, the steps are:

• Login to Notion and select the template you want to view
• Click on the Duplicate link in the top-right of your screen to create a copy to use
• You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

What is a Business Invoice Template?

A Business Invoice Template is a standardized format or document used by businesses to request payment for products or services provided to clients or customers. It serves as an official record of the transaction, outlining the details of the goods or services rendered and the corresponding amount due.

A typical Business Invoice Template includes the following elements:

1. Business Information: The template includes the business’s name, logo, address, contact information, and any relevant tax identification numbers. This information identifies the business and provides the necessary details for the client or customer to contact the business if needed.
2. Client Information: The template includes the client’s name, address, and contact details. This ensures that the invoice is addressed to the correct recipient and facilitates proper communication.
3. Invoice Number and Date: Each invoice is assigned a unique invoice number, allowing for easy identification and tracking. The template includes the date the invoice was issued, providing a reference point for both the business and the client.
4. Description of Goods or Services: The template includes a detailed description of the goods or services provided. It outlines the quantity, unit price, and total amount for each item. This section helps the client understand what they are being charged for and provides clarity on the transaction.
5. Subtotal, Taxes, and Discounts: The template calculates the subtotal by summing up the total amount for all items listed. It may include additional sections to display applicable taxes (such as sales tax or value-added tax) and any discounts or deductions applied.
6. Grand Total: The template calculates the grand total by adding the subtotal, taxes, and discounts. This is the total amount the client is required to pay.
7. Payment Terms: The template includes information regarding the accepted payment methods, payment due date, and any late payment penalties or early payment discounts. These terms specify the payment expectations and help ensure a smooth payment process.
8. Additional Notes: The template may provide space for additional notes or instructions related to the invoice or payment. This section allows the business to communicate any specific details or requirements to the client.
9. Payment Instructions: The template includes clear instructions on how the client can make the payment, such as providing bank account details, online payment platforms, or any other relevant information.
10. Footer or Business Terms: The template may include a footer section with the business’s terms and conditions, return policies, or any other important information related to the transaction. This section helps establish clarity and expectations between the business and the client.

By utilizing a Business Invoice Template, businesses can create professional and standardized invoices for their clients or customers. It ensures accurate and transparent billing, simplifies payment processing, and helps maintain a clear record of financial transactions.

How do I create a Business Invoice Template in Notion?

To create a Business Invoice Template in Notion, you can follow these steps:

1. Open Notion: Launch the Notion application on your device or access it through your web browser.
2. Create a New Page: Click on the “+” button or select “New Page” to create a new page for your Business Invoice Template.
3. Choose a Template: Template Road offers several template options. You can either start with a blank page or use a pre-designed template that suits your needs. To find a suitable template, you can search for keywords like “invoice template,” “business invoice,” or “billing template” in the Notion template gallery.
4. Customize the Template: Once you’ve selected a template or started with a blank page, you can customize it to create your Business Invoice Template. Modify the headings, sections, and subheadings to match the elements mentioned earlier, such as Business Information, Client Information, Invoice Number and Date, Description of Goods or Services, Subtotal, Taxes, and Discounts, Grand Total, Payment Terms, Additional Notes, Payment Instructions, and Footer or Business Terms.
5. Business Information: Add a section where you include your business’s name, logo, address, contact information, and any relevant tax identification numbers. Customize this section to reflect your own business details.
6. Client Information: Create a section to include the client’s name, address, and contact details. This allows you to address the invoice to the correct recipient.
7. Invoice Number and Date: Include a section to enter the invoice number and date. You can customize this section to automatically generate a unique invoice number and display the current date.
8. Description of Goods or Services: Add a table or list where you can enter the description of the goods or services provided, along with the quantity, unit price, and total amount for each item. Customize the table to accommodate multiple items if necessary.
9. Subtotal, Taxes, and Discounts: Create formulas or calculations to automatically calculate the subtotal, taxes, and any discounts or deductions applied based on the information entered in the item description section. This ensures accurate calculations without manual intervention.
10. Grand Total: Add a section to display the grand total, which is the total amount the client is required to pay. The total can be automatically calculated based on the subtotal, taxes, and discounts.
11. Payment Terms: Include a section where you specify the accepted payment methods, payment due date, and any late payment penalties or early payment discounts. Customize this section according to your business’s payment policies.
12. Additional Notes: Reserve space for any additional notes or instructions related to the invoice or payment. This section allows you to communicate specific details or requirements to the client.
13. Payment Instructions: Create a section where you provide clear instructions on how the client can make the payment, such as bank account details, online payment platforms, or any other relevant information.
14. Footer or Business Terms: Add a footer section with your business’s terms and conditions, return policies, or any other important information related to the transaction. Customize this section to align with your business practices.
15. Save as a Template: After customizing your Business Invoice Template, save it in Notion. This allows you to reuse it for future invoices by duplicating the template for each new invoice.

By following these steps, you can create a Business Invoice Template in Notion that suits your business’s specific invoicing needs. Notion provides flexibility and customization options, allowing you to tailor the template to your requirements and easily manage your invoicing process.