Step 1: Create an invoice in your Notion database

• First create a new entry in your invoices database in Notion and set the Status to Ready

• Here’s an example that shows the invoices database with a new invoice. Notice the Ready status value.

  

Step 2: Generate the invoice in Pop Invoice

• Once you have an invoice in Notion set to “Ready”, log into your Pop Invoice account.

• In the left hand panel, click on “+ New Invoice”

  

• If you have more than one invoice set to ready pick which one you want to create from the drop down list:

  

Step 3: Preview the invoice

• A preview of your invoice will be displayed.

  

• If you have more than one invoice in Notion that has the “Ready” status, you will see a dropdown at the top of the preview for you to select the invoice you want to create.

  

When you’re happy with how your invoice looks, you can create your invoice.

<aside> <img src="attachment:292f49e9-e356-42db-9c66-ac3fe891cbdf:information.png" alt="attachment:292f49e9-e356-42db-9c66-ac3fe891cbdf:information.png" width="40px" /> The invoice number will be automatically created for you. It’s a sequential number. You can also set client-specific invoice sequence numbers and prefixes and if you’re a Pro user you can set the invoice number in your Notion database

</aside>

Step 4: Create the PDF invoice

1. At the bottom of the invoice preview you have 3 options:
   1. Email
   2. Download
   3. Create and save

All options above will create a PDF version of your invoice which you can download from the “Invoices” page.

Step 5: Email the Invoice

• Click on the Email button - to open the email form

  

• The form will be auto-filled with information from your client and invoices databases but you can overtype these and fill in different information. ** if you want to send the email to multiple email addresses simply list all required email addresses, separated by commas.*

• Click the Cc/Bcc link to reveal the Cc and Bcc boxes.