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Introduction

Pop Invoice’s centralised Notion settings page allows you to manage all your Notion connections in one place. If you’re using the Pop Invoice starter template, these settings will be automatically configured for you, but you can adjust them at any time.

Simply go through the settings and select the corresponding properties from your Notion setup.

If you’re linking Pop Invoice to your own database setup, this is the page where you specify where all your data resides.

https://youtu.be/Yj-Xkk1u7YM

Get to the page by clicking on the Notion menu in the navigation panel:

menu arrow.png

Mandatory Settings

These are the core settings that are required for Pop Invoice to function correctly. They are marked by an asterisk * on the settings page.

Invoice Status*

The Invoice Status property tracks and manages the status of your invoices throughout their lifecycle.

Select the property in your Notion invoice database that holds the status information. This can be either a status property or a single select property.

Status Labels*

Next, you’ll need to define the specific status labels that Pop Invoice uses to track and update the invoice.

In your Notion database, ensure you have at least four statuses set to reflect the key stages of the invoicing process: when the invoice is ready to be created, has been created, has been emailed, and has been paid.

Within this section of the settings page, you’ll need to specify these status labels:

  1. Ready to Create: Indicates when an invoice is ready to be generated.
  2. Created: Applied when Pop Invoice generates the PDF invoice.
  3. Emailed: Applied when the invoice has been sent to the client via email from Pop Invoice.