Pro edition: for Notion Plus, Business or Enterprise. On Notion's Free plan? Get the Starter edition instead. 📊 Freelancer Invoice Tracker Pro + Productivity System for Notion Run your freelance business and your workday from one workspace, and watch it all come to life in 12 live charts. Track clients, projects, hours and invoices. Plan your days with 14 proven productivity methods. Then see exactly where your money and time are going, with charts that update themselves as you work. 📈 12 built-in charts No setup needed. The charts fill in on their own as you log hours, send invoices and write journal entries. Business Dashboard (8 charts) 💰 Revenue by Client: Which clients bring in the most, split by paid, sent and overdue 🧾 Money by Status: How much is paid, waiting and overdue, at a glance 📅 Revenue by Month: Whether your income is growing month to month 🏦 Cash Collected by Month: When money actually landed in your account ⏱️ Hours per Week: How much you're working, week by week 📁 Hours by Project: Where your time goes 📝 Unbilled Work by Project: Which projects have the most work you haven't invoiced yet 📌 Projects by Status: How many projects are in progress, on hold or done Productivity Insights (4 charts) 🎯 Open Tasks by Eisenhower Quadrant: Whether your time goes to important work or just urgent work ⚡ Energy Over Time: Your daily energy trend, from your journal 🧠 Deep Work Hours per Week: Whether your focused time is going up 🔀 Context Switches per Week: Whether batching your work is paying off (lower is better) The Dashboard also includes an invoice board and three action lists: unpaid invoices, open projects and work ready to invoice. 🧩 What's inside Six linked databases, a chart-filled Dashboard and a Productivity Hub. Everything connects, so hours you log on a task flow through to the project, the client, your unbilled total and your charts automatically. Clients: Contact details, hourly rate and status, plus automatic totals for hours worked, total earned, outstanding and unbilled Projects: Linked to a client, with status, start date and deadline, a "days left" countdown, total hours, project value and unbilled hours Time Entries: Log hours against a project and task. Each entry looks up the client's rate and works out its billable amount Invoices: Amount, status (Sent, Paid, Overdue), invoice, due and payment dates, with an automatic "days overdue" counter Tasks: Your to-do list, calendar and time blocks, with built-in fields for the Eisenhower matrix, energy, context, 80/20 impact, blockers and time estimates Journal: Daily entries and weekly reviews covering mood, energy through the day, deep-work hours, context switches, wins and tomorrow's priority Dashboard: 8 business charts, an invoice board, and lists of unpaid invoices, open projects and work ready to invoice Productivity Hub: A short how-to for each productivity method beside a live view of your tasks or journal, plus 4 Insights charts It comes with a small linked example (a client, project, time entries, an invoice, tasks and journal entries) so you can see how everything works before you add your own. 🙋 Who it's for Freelancers and solo service businesses who bill by the hour and already pay for Notion: designers, developers, writers, marketers, consultants and virtual assistants. You juggle several clients and lose track of what you've billed and what's still owed. You want to see, not just total up, which clients and projects make you money. You want proof your work habits are improving: more deep work, fewer context switches, steadier energy. ✅ 14 productivity methods included Each method has a one-paragraph guide and its own live view in the Productivity Hub. Tag your tasks and the views sort themselves. In Pro, the Insights charts show how your habits change over time. To-do list: Kanban board from Inbox to Done. Capture anything in Inbox the moment it comes up Calendar: Monthly calendar of every task's due date Time blocking: Weekly calendar of tasks with start and end times Eisenhower matrix: Tick Urgent and/or Important and each task files itself under Do First, Schedule, Delegate or Eliminate, with a chart of where your open tasks sit Eat the frog: Flag one hard, important task a day and do it first Top 3 (Ivy Lee method): A "Today's Focus" view of your three most important tasks Scheduling with energy: Tag tasks High, Medium or Low energy, get a suggested time of day, and chart your daily energy to find your peak hours Avoiding context switching: Group tasks by context (Deep Work, Calls, Admin and more), batch them, and chart your context switches week by week Pareto principle (80/20): Rate impact 1 to 5, and an 80/20 score ranks tasks by impact per hour so the vital few rise to the top Bottleneck analysis: Link tasks with "Blocked By." Blocked work is flagged and the tasks holding up the most work sort first Time tracking your tasks: Log hours to a task and compare estimate vs. actual (for example "60m over") to improve your estimates Pomodoro technique: Each estimate converts into 25-minute sprints Two-minute rule: Tasks estimated at 2 minutes or less collect in one list to clear in a batch Journaling and weekly review: Daily prompts plus a weekly review checklist and log, with a chart of your deep-work hours per week 🚀 How to use it Setup takes about 10 minutes: duplicate the template, look around with the example data, then swap in your own. Getting started After purchase, open the template link and click Duplicate to copy it into your Notion workspace. Explore the Dashboard and Productivity Hub with the example data to see how everything connects. Delete the example rows from each database when you're ready (select all rows, then Delete). Add your clients with their hourly rates, then create a project for each piece of work. Adjust the energy map in the Productivity Hub to match the hours when you're sharpest. Every day Capture new to-dos in Tasks with status Inbox. Tick Urgent and Important to sort them into the Eisenhower matrix. Pick one frog and up to three Top 3 tasks, and time-block them into your high-energy hours. Log your hours in Time Entries, linked to the task and project. Spend five minutes on a journal entry at the end of the day. Your Insights charts update from it. When you bill Open Ready to Invoice on the Dashboard to see unbilled hours and their dollar value. Create an invoice linked to the client, and mark those time entries as Invoiced. When the client pays, set the invoice to Paid and add the payment date. Totals and charts update everywhere. Every week Create a Weekly Review journal entry and work through the checklist with your charts open: check revenue and unbilled work, spot your 80/20 clients and tasks, review your deep-work and context-switch trends, clear bottlenecks, and plan next week's priorities. 🔧 Requirements Pro needs a paid Notion plan, because Notion only shows charts in full on paid plans. Pro (Notion Plus, Business or Enterprise): Everything in Starter, plus 12 live charts: 8 on the Dashboard and 4 Productivity Insights Starter (Notion Free): Every database, formula, board, table, calendar and the full Productivity Hub, with a table-based Dashboard and no charts On the Free plan, Notion would show only one of Pro's charts, so choose Starter instead. Works in Notion on web, desktop and mobile. No add-ons, integrations or code required. ❓ FAQ Which edition should I buy? Check your plan in Notion under Settings, then Plans. On Plus, Business or Enterprise, choose Pro for the charts. On the Free plan, choose Starter. What's the difference between Starter and Pro? The databases, formulas, Productivity Hub and example data are the same. Pro adds 12 live charts; Starter shows the same numbers in tables. Will the charts look empty at first? They start with the example data and fill out as you add your own. Charts over time, like revenue by month and energy over time, get more useful after a few weeks of entries. Does it create or send invoices for me? No. It tracks your invoices: amounts, status, due dates and payments. Send them with your usual invoicing or payment tool, then record them here. Can I use my own currency? Yes. Amounts show in US dollars by default. Change the number format of the Amount and Hourly Rate columns to any currency Notion supports. Can I change the categories and statuses? Yes. Rename or add task contexts, energy levels, statuses and project stages. If you rename a status used in a formula or chart filter, such as Paid or Done, update it to match. What happens to the example data? It's there to show you how everything works. Delete it whenever you're ready; the formulas, views and charts keep working with your own data. Is this a one-time purchase? Yes. Pay once and the template is yours to duplicate and customize forever.