Account, Finance & Invoice Manager

Streamline your business with our all-in-one, ready-to-use template to manage your Accounts, Clients, Projects, Invoices, and Finances – all in a single place.🔥

Template's key components are:

1. Accounts: Lets you seamlessly handle multiple accounts, track account-specific statistics, and maintain a clear view of cash flow.
2. Clients: This section helps you centralize and organize essential information about individuals or organizations you collaborate with, ensuring efficient client management.
3. Projects: Makes it easy for you to maintain a list of ongoing and completed projects, facilitating simple project tracking and organization.
4. Invoices: Enables you to effortlessly handle the entire invoicing process, from generation to diligent payment tracking.
5. Finances: Helps you maintain a clear overview of your income and expenses, ensuring a comprehensive understanding of your financial well-being.

Interested? Watch the walkthrough video here.

FAQs

• Does this template work with Notion's free plan?
  • Yes, you can definitely use this template on Notion's free personal plan.
• Is there instructions on how to use the template?
  • Yes, there is a Get started section in each page of the template.
• Can I customize the template?
  • Yes, you can customise the template to suit your needs!
• What will happen after I purchase?
  • Once you've completed your purchase, youll be redirected to a notion page.
    • This page has links to a Account, Finance & Invoice Manager template for you to duplicate.
    • Duplicate this template to your own Notion account to get started.
    • The template includes sample Accounts, Clients, Projects, and Invoices to demonstrate its functionality. It allows you to visualize how the template looks with real data & serves as a reference for your own entries.

Questions, doubts or concerns? Email us at kavisha_jg@yahoo.com

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