Create an invoice in Pop Invoice directly from your Notion invoice database!

The standard Notion template you download with Pop Invoice includes a shortcut to create invoices directly in Pop Invoice. If you’re using an old version of this template or have your own set-up jump here to the set-up instructions.

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➡️ Using your own set-up - jump here

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Using the standard Pop Invoice Notion template?

If you have only one invoice template:

You're all set. Click on the Pop Invoice shortcut in your Notion invoice database and it will automatically create and open the invoice in Pop Invoice.

If you open an invoice that has already been created in Pop Invoice a warning message will appear above it. This means it’s already been sent, you can send it again plus it’s a quick way to view the invoice.

If you're a Pro user with multiple invoice templates:

1. Set your default template in Pop Invoice

   1. Go to the template list in Pop Invoice, click on the 3 dots and select set as default

   2. A star will appear next to the default template

      

Using your own Notion set-up?

You need to set up some properties in your invoice database, where you select which template to use when creating each invoice. If you don’t select a template it will create the invoice using your default template

You'll need to take a few quick steps to configure this:

• Add an id property to your Notion invoice database.
• Add a property in your Notion invoice database, listing all your templates.
• Add a property in your Notion invoice database, to create a direct link to Pop Invoice.