Effortlessly Create a Notion Invoice Template for Customer Service

Notion invoice template for Customer Service

hey product hunt this is kareem from boshin and today i'm going to show you how to quickly send an invoice to your customers from your notion workspace using potion so after you've copied the template to your notion workspace you're going to want to go to api.ocean.so slash and you're going to want to allow access to where you've actually copied the motion template i've already done this step so let's go ahead and show you guys what a potion looks like so you're going to have a few tables and each of these tables helps you create an invoice in a matter of seconds in the invoices table here you'll see we have a few examples of already sent invoices and you can notify our customers as they've been finalized marked as paid voided and actually creating a invoice uh is super super easy so the first thing you're going to undo is keep it in draft and select your customer from your customers table you're going to select your products that you want to invoice for and here we want to add a few lines your invoice settings are what populate your header and your footer information and here you actually get to select the net terms which will automatically populate the due date and then you can add a memo and there you go um once you're actually ready for it to be sent you can change it from draft to open and to show you kind of how it works motion will run in the background once it's sent you'll see that an invoice number is populated in your notion workspace table and you'll notice that your customers will received a invoice notification once it's been finalized and we can go ahead and refresh here we should see a few more examples so here is the marked as paid notification here's uh the invoice void notification and here's the most recent invoice that we've actually sent and the customer can also see the pdf so thank you guys for taking a look at boshin and i'm excited to hear about all of your guys's feedback