Active Invoice Template

Master Tag
Finance
Created
Mar 17, 2020 12:47 PM
Usage
UID
Slice
Less Than
Greater Than
Web Tags
Database
Formula
Alternatives
Cover
↙️
This Notion template is intended for those seeking a layout for simple invoices, deadlines, overdue status and more. I also provide task grading to keep track of quality of jobs for a re-hire probability (especially useful for those working with remote contractors regularly).
Properties included in this Notion template:
  • Unique Invoice ID → slice(prop("STATUS ✅"), 0, 2) + ((prop("AMOUNT PAID") == 0) ? "000" : "111") + formatDate(prop("DUE 🔥"), "MDYY")
  • Assigned To → Name
  • Due Date → Date
  • Job Cost → Number
  • Amount Paid → Number
  • Status →
    • If due date is after today and not completed, will return ADJUST DUE DATE.
    • If due date is after today, completed but not fully paid, will return PAY WORKER.
    • If due date is after today, completed and fully paid, will return COMPLETE.
    • If due date is before today, will return WORKING.
    • If due date is equal to today, will return INQUIRE COMPLETION.
    • if(date(dateSubtract(prop("DUE 🔥"), 5, "days")) == date(now()), "FOLLOW UP NOW", if(date(now()) >= date(prop("DUE 🔥")), "📩INVOICE NOW", if(now() < prop("DUE 🔥"), "🏃‍♂️WORKING", if(now() > prop("DUE 🔥") and prop("TOTAL 💸") == prop("AMOUNT PAID"), "✅COMPLETE", ""))))
  • Rating → 1-5 Stars
  • Job Type → Select
  • Hourly Rate → Number
  • Email → Worker's email
  • Complete? → Checkbox
Invoices
INVOICE 🆔
TASK
CORRECTIONS
ASSIGNED TO 🕵️‍♂️
DUE 🔥
TOTAL 💸
AMOUNT PAID
STATUS ✅
RATING 💫
Georgia Smith
Mar 27, 2020
$165.00
$0.00
⭐️⭐️⭐️⭐️
Jane Kelly
Mar 28, 2020
$120.00
$120.00
In Progress
Kyle Reed
Apr 1, 2020
$900.00
$450.00
In Progress