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 (option 1) - Open the invoice from Notion

• If you are already logged into your Pop Invoice account you can create the invoice directly from your Notion invoice database
• Click on the Create in Pop Invoice link on the invoice you want to create

• A preview of your invoice will be created and opened in Pop Invoice.

  

Step 2 (option 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”

  

• The invoices that are set to Ready in the invoice database will be displayed:

  

• Click on the Create with template button and select the template you want to use for the invoice.

• If you only have one template the invoices will be displayed with a create button, like this:

  

Step 3: Preview the invoice

• A preview of your invoice will be displayed.