Notion Business Hub and CRM Systems
Link clients, invoices and payment status so you can see who owes what, and when it is due.
Invoices buried in email, client details in spreadsheets and payments nobody reconciled make cash flow feel like guesswork. Setting up a tracker and teaching it to others takes time. This deck shows the build in order.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on invoice and payment tracking in Notion. It covers client and invoice databases, relations, rollups, status boards, formulas and a financial dashboard. It suits freelancers, solopreneurs, small business owners and students.
The opening chapter follows a freelance designer whose billing is scattered, then names the core problem: disconnected systems. The deck introduces a Notion Business Hub and CRM and shows why sharing one database between client records and invoices removes duplicate entry.
The build chapter has six steps: a Clients database, an Invoice Log with number, client relation, amount, due date and status, a formula for auto-numbered invoices, a relation linking invoices to clients with rollups for total billed, a five-state status flow (Draft, Sent, Paid, Overdue, Partial) with a board view, and reminders using built-in date alerts or a connector.
Three worked examples and three template spotlights show different starting points. Advanced slides add database mapping, formulas for outstanding balance and days overdue, and a financial dashboard built from rollups and linked views, followed by a go-live checklist that tests with sample data first.
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Present the chaos and disconnected-systems slides, then build the invoice log together using the six steps.
Use the database map and status slides to explain how invoices should move from draft to paid, and who updates what.
Work through the checklist on slide 38 using sample clients, then switch to real records.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 14 lists the essential Client properties, which unlock everything else.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not accounting, tax or legal advice.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The problem and status-flow slides present well in a session, and the six-step build with its checklist suits self-study.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
No. It shows how to organise invoice and payment records in Notion. It does not replace accounting software, tax guidance or professional advice, so check your own requirements.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with one tracker build and a weekly date to review unpaid invoices.
Bodhih Training delivers live corporate programmes on financial awareness, cash flow basics and business operations.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
