<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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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:
https://youtu.be/2O0z4ZO2-TI?si=gisAOVYLI9vgS5tk
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) databases.
Client (CRM) Database: This database contains information about your clients, such as email and address. The database is related to your invoice database.
Optional Invoice Line Items Database: 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.
*how the databases relate to each other
Once you have your databases set up in Notion you need to link and share them with Pop Invoice.
Log onto Pop Invoice
Click on the ‘Notion’ menu option in the left hand panel
Click on the ‘Databases’ button
👉 You are then taken to a page that shows the current databases linked to Pop Invoice.
Click on the ‘Run custom setup’ button
