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3 databases are required for it to work, follow the guide below and then re-run the setup in Pop Invoice to point to your databases. Re run the set up in Settings
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Databases needed in your Notion workspace:
Contains client information that will be used on the invoice and to email the invoice from Pop Invoice. Each invoice is related to a line in this database.
The properties do not have to have a specific names as you will select them in the set up process.
Column Type | Description | Required |
---|---|---|
Text or Formula | The address that will show up on the PDF invoice. Format it how you wish it to appear on the invoice. |
Example format with a new line for each element:
SH Education Ltd The House 1 Church Street London | Yes | | Email | The default email used when emailing the PDF invoice from Pop Invoice. | Yes | | Text or Formula | Customer name Use in the email body when you email the invoice directly from Pop Invoice | Optional |
Contains all invoices, one invoice per row.
The database needs to be related to the client database and the line item database.
Column name | Column Type | Description | Required |
---|---|---|---|
Doesn’t require a specific name | Relation to Invoice Items database | This links to the line items database, there can be one or more lines related per invoice. |
*Make sure the “Show on…” option is turned on when you set up the relation | Yes | | Doesn’t require a specific name | Relation to Clients database | This is a relation to the client for this invoice.
*Make sure the “Show on…” option is turned on when you set up the relation see image below for correct set-up | Yes | | Status | Single select with the following options:
Ready Created Sent Paid | Pop Invoice uses this to determine which invoices are ready to be created
Set this to Ready when the you're ready to create the PDF invoice in Pop Invoice.
Once created in Pop Invoice this field will automatically be set to Created.
All other values will be ignored, so you can add additional options | Yes, the property title has to be ‘Status’ | | Total | Number, Formula or Roll up | This is the invoice’s total that your client has to pay.
In the Pop Invoice starter template this property is a formula that gets the line items totals and adds on the tax. | Yes, the property title has to be ‘Total’ |
*Correct set-up for client relation property. Make sure the “Show on…” option is turned on
Contains the line items that go into an invoice, one line item per row