You can have Pop Invoice automatically save a copy of every generated invoice PDF directly into your Notion database. This keeps all your invoices stored in one place for easy access and record-keeping.

⚙️ How to set it up:

1. In your Notion invoice database, add a new property.

   • Property type: Files & Media, It can be called anything you like
   • If you are using the template that come with Pop Invoice this property is already available and called PDF invoice file.

2. Go to the Configure Notion Properties page in Pop Invoice

   

3. Scroll down to the Auto-save PDF to Notion section.

4. Toggle on the Enable save PDF to Notion.

5. Select the Files & Media property from your invoice database you want to save the PDF to 👇

⚒️ How it works:

Each time you generate an invoice in Pop Invoice, the latest PDF will be uploaded into the selected Notion property. You can still download the PDF or send it by email, this feature just ensures there is always a copy saved in Notion.

ℹ️ Additional info

If you haven’t got a Files and Media type property in your Invoice database in Notion you will see the following message in the Auto-save PDF to Notion section 👇

From here you can open your database directly, add in the property and return to Pop Invoice to enable the functionality.

❓Frequently Asked Questions

❔Do I need a paid Pop Invoice plan to use auto-save?

👉Yes. auto-saving PDF invoices is only available on the Pro plan.