In fact, the free Notion template below includes 6 databases: Next, it’s time to build your Notion Backend.įor a super simple invoice generator in Notion, you could create a single database with properties for each individual merge tag.īut if you want to build a slightly more advanced system, I recommend several databases. Step-By-Step Instructions: The Notion Backend If you need to invoice considerably more than five different products / services per invoice, a different solution might be better. You can add more but it will significantly increase the workload for the setup of this template. The template at the bottom of this page has space for up to 5 products. Only ever invoice one thing at a time? One line is enough. If you choose a similar layout approach and create a table for your products or services, then create a separate row and separate merge tags for each product. Tip: you can apply any formatting to the merge tag itself and once it gets replaced later, it will keep the format (like that blue colour in the example image above) So instead of typing your customers name, type. ![]() Simply type two curly brackets, then a placeholder and then close it with another two curly brackets. You don’t need to have any coding knowledge for this. Merge tags are little placeholders in your document that tell an app that you want to paste information here later.Īnd writing merge tags couldn’t be easier. The secret to turn any Google Doc into a powerhouse template for your automation are merge tags. ( you’ll get my template plus all the other things as a build-for-you package at the bottom of this page)īut how can you use this draft to dynamically create invoices with new information? You can do that yourself, browse the internet for inspiration or just use the same template that I use for this automation. Now, simply draft a template for your invoice. Just type doc.new into your browser to create a new Google Docs or navigate to and add a new document from there. ![]() Step-By-Step Instructions: Set Up Google Docs Invoice Templateįirst things first: your invoice template. You don’t need the paid plan for any of the tools to start creating your invoices.
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