Create Your Own Diy Invoice Template for Management Effortlessly

Diy invoice template for Management

hello everyone hope you're doing well so in this video I'm going to show you how to create a very Advanced invoice manager in notion and I believe this video is going to help you to learn a lot of things too so let's start but hold on if you didn't subscribe yet don't forget to do it let's go all right so the first thing I'm going to do is take a new base and name it as invoice manager invoice manager and then I'm going to add an icon and I think this one is very good then let's minimize the slide bar and then we're going to click on enter I need full screen view all right so I'd like to take divider so divider then I'm going to take a new database SL database I'd like to work on table view sorry new database all right so I'm going to name this database as keyboard let's hide this database title all right then we don't need the T property we're going to delete this and I'm going to name a job for example traffic sorry traffic designer all right then I'm going to take a property it's called text property and I'm going to write down the name of this property as client name then I'm going to take another property it's going to be the date so it will be duate do dat then I'm going to take another property called status property so status and I'm going to change some name of the status the first one will be or then stand and then it will be P so now I'm going to write down the client name on me then du dat 17 March all right then I'm going to take another property formula property and name it as state all right so let's write a formula I'm not going to explain this formula now but in some other next video I will explain how it work so I just paste it to make our work quick and here we can see it today so let me explain how this formula exactly work all right so I just fill up some property so the first thing we can see is today so if your status is on hold and the due dat is today this property will Auto atically show the date and let's change the status send so we can see it's still in due so if you send your invoice and it's overdue dat but your client didn't pay you yet it will show in the due and if you decide send the invoice in near future it will show how many days left so once I click on the status and click on the pay we can see the payment is paid so hopefully you understand how this state work all right so we have completed our client report database now it's time to open on the main database call invoice before I jump into the invoice I want to create another option onus so I'm just going to click on it and edit property then I'm going to write another option called not started all right and it will be the default also I'm change the state icon so I'm going to choose this one all right so now it's time to create invoice database I'm going to take table view all right of course new database and I'm going to name it as invoice so let's Del the text property we don't need this and in this invoice we'll simply create the template so here and create new template and we are going to name it as invoice 001 then take another property called dat property so we are going to have a full screen view so the first thing I'm going to do is slash then I'm going to take two column the First Column will be company name company name and heading will be three all right and in this column it will be build two build two and it also will be the heading three so let's have a full screen view for that three dot button that f with so here will be our company details and here will be our client details in order to make our tutorial quick I'm just going to copy and paste the information and it's nothing so hard that you cannot do by your own so now here is our client information all right but I think we need to change the font of our color so I'm just going to select it and change the color as gr color we are going to do the same thing also for the company information then here space again slash we need to colum now we'll write down our date here so our first date is date of issue and I'm just going to s it all and make it B then in the second column there will be due date all right so we are going to write down our date at theate then we can see today but there is no date appear so for that reason we're going to click on the today date then there is a option called date format and time zone we're going to click it and we have to change the date format as full date now we can see here our date then also we going to do the same for the due date all right so let's take a divider here there is a space we don't need this then again St then we're going to take a background color default gray background and we're going to write it product details and we are going to change this font as Hing three so here you go now we have to create our product details so I'm going to take a database table database table view then of course new database and name it as price detail and we're going to hide this database title and we're going to change Al sub table your name as price details and let's change icon here all right so let's let this view we don't need this so the first thing is going to be the service name so I'm going to rename it as service name then I'm going to write down a service called graphic design then we don't need the Tex property I'm just going to delete this property and I'm going to create another property call number and let's change this number as US dollar youit property and we're going to change the number format us sorry US dollar here so so for example our service was $100 then we are going to just duplicate this property and name it as one and here we have to change the property format edit property and not it's not US dollar it will be number cuz it's quantity so quantity was two and now we are going to take another property formula property formula and we want the subtotal price sub total all right so let's write down the formula as price oh sorry here we have to change is the name as price then sub property sorry price into quantity all right you can see there is 200 but it still is number so we have to change the number format click here edit property number format as us doar so let's change the icon then how about if we give any discount to our clients so I'm going to take another property for Discount property number sorry number and the number format will be the percentage all right and name it as discount discount and also you have to change the icon minus icon so we are going to give 10% discount so I think we need to resize the property all right so we can see here 10% discount so we still don't know the discount amount for that I'm going to take another property formula property so there will be discount amount sorry amount and let's change the icon as this icon okay so it's time to write a formula again and it will be sub total into discount all right we are done so now we can see 20 still is number so we have to change the format as US dollar all right so now we can see total 10% discount is equal $20 so now we have the discount amount and this time we have to find how much it was total so we are going to write another formula for the total amount fora property total and number as hash all right right so let's write down the formula to find out total amount it's very simple formula just subtotal minus discount sorry discount amount discount amount so here we can see $180 we have to change the number format again us do so we can see total amount is $180 so let's get out the summary of it all right so here you go let's check out again take on web design price 500 qu two and we can see total $1,000 and we are going to 25% discount which is equal $250 so our total amount is $750 and now we can see the summary here so it's very simple I'm just going to delete this we don't need this all right so I'm going to take four column this time the first one will be empty and in the second column I'm just going to write sub tootal amount so slash background gr background and there will be sub to select all then change the font as heading three or also you can change the font as just as bold so let's see how it looks bold yeah it look good so here in the below we'll write down our price so sub total was $1,000 and let's change the color it will be the gray color so here we go so one more thing left let's take a divider divider so now we are going to write down our contact status by any chance if your client want to contact with you after you send the invoice so I'm just going to copy and paste it here you go here is our invoice so let's back to our main property invoice manager there is still one thing left to do so let's make this tempate as default for All Views in invoice all right so now once you click on the empty raw we can see there is invoice created automatically so also you click on the op you will find the invoice information so you just have to rewrite it as your own all right so let's close it and again also click another row we can see here is the same number so we have to change the number you can add a date if you want here so let's sort it as ascending name and it B all right so now we can see we have our client report and invoice as well so we want to make a relation between these two database for that I'm just going to click on here and relation property then we are going to take the invoice property click on it and now we want to show it in the invoice two and add a relation so now we can see there is a relation between these two database and also here so let's drag it to the left side here and here we can also add an icon click on the template new template and we're going to add a Icon by default icon this one is good all right as we created our B Data before so we have to put it now manually open and change the icon all right so from here we can also add an invoice for example the graphic design invoice was one so it's our main database we are going to create some view first of all let's change the name as main database all right then again we are going to do the same thing here also ma main database all right so it's time to create some view first of all I'm just going to duplicate this duplicate with content and here I'm going to take two colum and in this column I'm just going to paste this here so I'm just going to resize this now I'm going to change the name as of this database name it as current month all right so also we have to change the icon as current month so here I'm going to do the same duplicate this duplicate with content and change the table view name recent invoice so let's hide this database title name as weent inv let's hide the St title all right now I'm going to change the view as L views list view go to back and then here is show two properties no we just need one properties and I'm just going to paste it here all right so now we can see descent invoice and current month then we also have to create filter for this current month filter and it will be the due date not this week it will be the this month all right then we are going to take another view call project status project status and we are going to it as heading three so for the project status we are going to do the same thing just copy the main database title duplicate it with content and we're going to drag it to the project status and we also have to change the view so here and layout it will be the board view yeah so let's change the card size as large and also there is is something we need to do is properties we have to show all the properties that is important so the first thing is name then client name then due date then status and then state so now we have project status view we have recent and current month view so let's change the name as project status rename project sorry project status all right so then we need another view called waiting project or pending project so pending project and let's resar the fonts as uh heading three so again I'm just going to duplicate the main property duplicate with content and I'm going to drag it to the pending project and I'm just going to create a filter so this filter will be by status and this is status is to do and in progress so let's rename the database name rename let's change the Ione so let's hide this property we on edit hideing view all right so here is our invoice but there's one more thing I want to do is click on plus then I'm going to take a paste name it as database add an icon database icon invoice manager all right then I'm going to take another P name it as report and then add an icon on all right then again back to the main database and I'm going to take another pce name as invoice add an icon so invoice icon all right so it was our client report database I'm just going to rename this report so I'm just going to drag it to the report and here is our main database invoice database so I'm going to drag it to the invoice so thank you st with me for this long time hope you learned well I really appreciate you but still if you didn't subscribe please subscribe so see you in the next video bye-bye