Get paid on time with one calm Notion workspace where every client, project, and invoice connects.
Stop stitching together emails, docs, and PDFs just to remember who owes you
If you freelance or run a small team, the hard part of getting paid is rarely the work, it is everything around it. A client's email lives in your inbox, the scope sits in a doc, and the invoice is a PDF somewhere on your desktop. We built the Invoice & Client Manager so you add a client once and everything links back to them, which means the moment you open Notion you can see who owes what, and what is next.
Best for freelancers, solopreneurs, consultants, and small teams who invoice clients and want one place to manage relationships and get paid, without paying every month for a heavyweight CRM.
$9 · Lifetime updates · 14-day money-back guarantee
What you get | Outcome |
Three connected dashboards for Clients, Projects, and Invoices | See every relationship and exactly what you are owed at a glance |
Automatic payment status | Each invoice flags itself as draft, pending, due soon, overdue, or paid, so you never touch a status field by hand |
One-click Create buttons | Add a new client, project, or invoice in seconds |
Payment progress bars and reports | Know paid versus outstanding for one client or your whole book of business |
Built-in User Guide and sample data | A working system the same day, in about 60 seconds, with no blank-screen guesswork |
This is not another disconnected finance template. It works like a lightweight CRM built around getting paid, so your clients, your work, and your invoices live in one place and stop drifting across three separate piles.
The problem, and what changes
Without a connected system
- Client details are scattered across your inbox, docs, and spreadsheets
- You re-enter the same name and project info across tools
- A late payment turns into a half-day of detective work
- You are never quite sure what is paid, pending, or overdue
With Invoice & Client Manager
- Add a client once and their projects and invoices link back automatically
- Every record knows where it belongs, so there is no duplicate data entry
- Following up on a late invoice becomes a five-minute task
- A built-in status shows paid, pending, and overdue at a glance
How it works
Step | Where it happens | What you do |
1) Add a client | Clients dashboard | Save the name, email, and contact details once. It becomes the hub for their work and invoices |
2) Create a project | Projects dashboard | Tie the work to that client and set a status from Not started to In progress to Complete |
3) Issue an invoice | Invoices dashboard | Add the amount and due date, link it to the client and project, and tick Paid when it lands |
4) Track what you are owed | Reports and progress bars | Watch payment status update on its own and see paid versus outstanding instantly |
What's inside
Pricing
Invoice & Client Manager
- One-time purchase: $9
- Lifetime updates included
- Single-user license for personal or business use
- Available in English and German
14-day money-back guarantee
- Try Invoice & Client Manager risk-free for 14 days
- If it is not the right fit, get a full refund
- No questions asked
FAQ
Ready to always know who owes what?
Stop chasing payments through scattered notes and bring clients, projects, and invoices into one calm system.
Add a client once, link the work and the invoice, and let the payment status take care of itself.
$9 · 14-day money-back guarantee