<aside> <img src="/icons/help-alternate_gray.svg" alt="/icons/help-alternate_gray.svg" width="40px" /> Contact us at [email protected] if you need help setting up your databases. We can even set up a short call with you to walk you through the process.

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Using Pop Invoice with your existing Notion setup

Pop Invoice can integrate with your existing Notion setup, allowing you to manage invoices without disrupting your current workflows. When you sign up to Pop Invoice a standard invoice template is loaded into your Notion workspace, but you can reconfigure Pop Invoice to point to and use your own databases…here’s how:

📽️ Video Tutorial

https://youtu.be/2O0z4ZO2-TI?si=gisAOVYLI9vgS5tk

1. The essential databases:

To use your own databases with Pop Invoice, you'll need the following database (they can be named anything)

- Invoice Database

This is where all your invoices are stored, tracked, and managed, with one row for each invoice. It should have a relation to a client (CRM) database.

• Details about the essential Invoice database contents

- Client Database

This database contains information about your clients, such as email and address. The database is related to your invoice database.

• Details about the essential Clients database contents

- Invoice Items Database - optional!

Use this if your invoices include multiple items, it records information about the individual products or services in each invoice. It should have a relation to your invoices database.

• Details about the Invoice Line Items database contents

Diagram of how the databases are related to each other